Getting started
By Dan Castiel 11 articles
Navigate the Humind workspaceLearn where configuration, conversations, customers, analytics, Helpdesk, deployment, and company settings live.Configure and test your first AgentUse a source-first setup sequence, test realistic scenarios, and create a clear launch decision for the team.Understand Save, Sync, Publish, and DeployLearn what each delivery action changes so you know when work is drafted, synchronized, published, or live on a customer channel.Choose the right place for content or behaviorDecide whether a requirement belongs in Knowledge, the catalog, Agent guidance, a tool, the interface, or the Helpdesk.Complete your first launch checklistUse a practical prelaunch checklist for Agent content, product data, support, deployment, permissions, and customer testing.Guide: how to train your Humind AI sales agentKnowledge base, product catalog, guidance: what each building block does, how to fill it, and the weekly routine that makes your agent better.Guide: add AI blocks to your pagesQuiz, gift finder, product questions: what each AI block does, where to place it, and how they share your agent’s training.Guide: the inbox and human handoverConversations, filters, smart tags, tickets, notes, suggested replies, handover: everything your team can do in the inbox, explained simply.Guide: read your analytics and improve your agentOverview, top questions, topic map, conversation analysis, top pages, agent report, email reports: what every analytics page tells you.Guide: publish your help centerOne knowledge base, two surfaces: how the help center works, languages, your domain, SEO, and why nothing changes until you hit Publish.Guide: offer appointments in the conversationHow your agent books appointments in the chat, with your availability or your existing calendar, and where your team tracks them.