Complete first-agent onboarding

Onboarding creates your agent. When you create your account, setup opens on its own. It asks what to name your agent and whether you have a website, then sets up the right kind of agent. Setup has no plan step: every new account starts on the Free plan, and you can upgrade anytime from Plan & billing.

Where setup ends

What you chose decides where you land:

• Instagram automation: your agent's Instagram page, connected once you approve on Instagram.
• WhatsApp automation, Messenger, or Discord: that channel's page, ready for you to select Connect.
• A website, or AI agent from your files: the customizer, after Collect leads.

If Fetchply found pages on your website, Choose what your agent learns still opens on its own after setup.

Leaving setup before it is finished

Once you move past the first screen, your browser's Back button and your phone's back gesture keep you on the step you are on. You cannot land on an earlier step by accident or start setup twice.

You can still close the page or select the Fetchply logo, but until your first agent is set up, every dashboard page takes you back to setup. If your agent was already created, setup continues at the step where you left off. If you left before that, setup starts again at the first question. Account and Plan & billing stay available, so you can still sign out, delete your account, or manage your plan.

After setup finishes, Back opens your agent instead of setup. Setup never opens again for an agent that is already set up. If you already have an agent and leave a New agent setup unfinished, your dashboard stays open, and opening the unfinished agent takes you back to its setup.

Troubleshooting

• You want a paid plan: Setup does not ask about plans, and you start on Free. Open Plan & billing anytime to upgrade or to add Unlimited comment automations.

• You want to rename your agent: Change Name in the customizer anytime. Changing the website during setup keeps the name you chose.

• You selected Yes or No by mistake: On the website screen, choose I don't have a website. On the phone screen, choose I have a website.

• "Enter your number with + and your country code": Start with +, then your country code, then the rest of the number, and leave out the first 0 of a local number. For example, a United States number starts with +1 and a United Kingdom number with +44. Letters are not accepted.

• Continue stays unavailable on the phone screen: The number does not start with + and a country code yet, or it is too short. Fix it and Continue becomes available.

• Back keeps you on the same step: This is on purpose, so setup cannot jump back and create a second agent.

• The dashboard keeps opening setup: Your first agent is not set up yet. Finish setup, and the dashboard opens as soon as it is done. An agent you already created is kept, so you continue at the step where you left off.

• Back after setup opened your agent: Your agent is already set up, so setup does not open again. To create another agent, select New agent.

• You cancelled on the Instagram screen, or Instagram showed an error: Your agent is already created and setup is done. You land on its Instagram page with a short message. Select Connect to try again.

• Instagram says your account must be professional: Switch your Instagram account to a Business or Creator account in the Instagram app, then select Connect on your agent's Instagram page.

• The Instagram page opened, but not Instagram's sign-in screen: Fetchply could not open Instagram right away. Your agent is ready. Select Connect on the Instagram page.

• You chose Instagram or WhatsApp but wanted a website agent: You do not need a new agent. Add your website to the same agent from Training Data, and connect any other channel from Integrations.

• You use Shopify: Install the Fetchply app from the Shopify App Store. It creates your agent, connects your store, learns your products, and adds the chat for you.

• New agent opens Ready for another agent? instead of setup: You have used every agent your plan includes. Select See upgrade options to move to a plan with more agents, or delete an agent you no longer use from its Settings page, then select New agent again.

• Your agent has nothing to answer from: If you chose Instagram, WhatsApp, Messenger, or Discord, or skipped uploading files, your agent starts empty. Add files or questions and answers in Training Data, so the agent has something to answer from.

• You now have a website: Add it anytime from Training Data.

• You want different channels: What you chose only decides where setup ends. Connect or disconnect any channel anytime from Integrations.

• Setup shows Finishing setup and then opens your agent: You started setup before it changed and stopped on the old plan step. Fetchply finishes it for you. If you had paid, Plan & billing opens and confirms your payment.

• Setup asked the first question again: Create agent starts a new setup, which begins at the first question. Continuing an unfinished agent from your agent list picks up where you left off and does not ask again.

• You entered the wrong website: If homepage indexing fails, choose Wrong website? Try another URL. You go back to Change your website with the same agent, so you never use up another agent on your plan. Fix the address and select Continue, and preparation starts again on the new site.

• "We are still checking your current website": Fetchply is still working on the address you entered before. Wait a minute, then select Continue again.

• "Too many website changes": You changed the website many times in a short period. Wait a while, then try again.

• "Setup is already finished" when changing the website: Your agent's setup is complete, so the address can no longer be changed here. Add the right website from Training Data.

• You came from the WordPress plugin: Setup asks for your agent's name, then opens the website screen with your site filled in. It does not ask whether you have a website, because your site is already known.

• Homepage indexing failed: Select Retry beside the homepage task. Confirm the site is public and reachable over HTTPS. If you entered the wrong website or mistyped the address, choose Wrong website? Try another URL to fix it on the same agent. If homepage indexing cannot succeed, starter questions are marked Needs homepage and do not prevent you from selecting Next to continue and add files or content later.

• A step failed and you want to move on: You can. Next stays available once branding and homepage indexing have finished trying. If homepage indexing is the step that failed, your agent has nothing to answer from yet, so retry it — or add pages or files later from Training Data before you share the widget.

• No icon appeared in the branding card, or the color looks wrong: Some sites do not publish an icon Fetchply can read, or use colors that would be hard to read in the chat widget. In that case a globe symbol and safe default colors are used instead, and setup continues normally. You can upload your own icon and set your colors in the customizer after onboarding.

• The branding card still shows a placeholder: The branding task has not finished yet. Wait for it to show Retry or a check mark; if it failed, select Retry beside Applying your website branding.

• Mapping is taking a long time: Large sites take longer. Keep working — the page list opens by itself when the map is ready, and it opens on any of your agent's pages, so you do not have to sit on one screen. You can also leave and come back; the marker returns and picks up where it left off.

• The page list appeared while you were editing: Your customizer changes save on their own, so nothing is lost. Choose your pages, or finish with the homepage, and you are returned to what you were doing.

• Site mapping failed: Choose Try mapping again. While mapping runs again, the Mapping your site marker returns and the rest of the screen is usable. If it keeps failing, choose Finish with homepage: your agent stays online answering from the homepage, and you can add pages later from Training Data. No other page is read while mapping is unavailable.

• Your selection is over the plan limit: The panel shows how many pages over you are. Use Keep the first …, deselect sections, or upgrade. The homepage counts toward the limit.

• You need to leave page review: The review sets your agent's knowledge scope, so it cannot be dismissed. Finish with the homepage to continue, or delete the new agent if you do not want to keep it.

• You deleted the agent and want to start over: Choose Create agent from your agent list. Setup always begins again at the first question, What would you like to name your agent? An old setup link for a deleted agent also starts a fresh setup rather than showing an error.

• "Turn on at least one field" when saving leads: Switch on at least one of Email, Name, or Mobile number, or choose Skip.

• You went through Collect leads twice: Saving again updates the same form, so your agent never ends up with two.

• Lead capture could not be saved: Your setup progress is kept. Select Save and finish again, or choose Skip and set it up later in Lead capture.

• Starter questions did not appear: They can finish a little after setup moves on, so check the customizer again in a minute. If you are still on Prepare your agent and the task shows Retry, select it. If they never appear, write your own in the customizer. If you had already written your own questions, Fetchply keeps yours and does not replace them.

After onboarding, follow Test chat before sharing the widget with visitors.