Get started

Quickstart

The fastest path from signup to first qualified conversation. If you follow this page end to end, you'll have a live widget running in about ten minutes.

1. Create your account

Head to quincer.com/register and sign in with Google. Quincer AI uses Google OAuth exclusively, so there are no passwords to set. The account is free and includes a full Starter trial.

2. Pick your path

Right after signup, Quincer AI asks how will Quincer AI talk to your customers? The first onboarding screen (below) is a two-card picker. The On my website card starts the website path; the Social channels only card starts the social path. Whichever you pick, the subtitle reminds you that you can add the other channels later.

The two paths differ only in the steps that follow:

• On my website — you have a website where Quincer AI’s embeddable chat widget will run. The wizard scans your homepage to pull brand colors, asks if it’s a Shopify store, and lets you pick a chat-bubble style. Quincer AI crawls your site for an initial knowledge base.
• Social channels only — you don’t have a website (or don’t want a chat widget on it). Quincer AI answers DMs and comments on Facebook, Instagram, and WhatsApp. The wizard skips the website steps; you just enter a business name and we send you straight to Integrations to hook up channels.

3. Add knowledge about your business

Quincer AI needs to know what you sell, your hours, your policies, and how you handle pricing questions. There are three ways to load that in:

• Knowledge wizard at Dashboard → Onboarding → Knowledge. Ten short prompts — overview, audience, pricing, hours, contact, policies, common questions. Each non-empty answer becomes one knowledge-base entry. The fastest way to a useful baseline, especially for social-only brands.
• Crawl your website — if you have one, Quincer AI auto-imports your homepage and follows links during the website-path onboarding. You can also import any URL manually from Knowledge in the sidebar.
• Upload documents — drop in your menu, pricing sheet, FAQ, or service catalogue (PDF / DOCX / Markdown). Quincer AI extracts text, splits it into Q&A chunks, and indexes everything for semantic search.

4. Tune your personas

Go to Personas in the sidebar. You'll see pre-built personas like Sales and Customer Service. Edit one of them or click + New persona to add another.

The persona editor is split into four tabs — Persona, Workflows, Channels, and Knowledge. In the figure below you’re on the Persona tab. The Identity card sets the persona Name, its Bubble color, and the Set as default persona toggle (the default answers when no URL pattern matches). The Voice & phone card picks the call Voice if voice chat is on. The System prompt card is where you define tone, role, and call-to-action — and its Generate with AI button drafts one for you. The Tools card holds what this persona can do on any channel: Book meetings on (which calendar), Always include attendees, Meeting platform, Share documents from (which folder), and a Calendly link (optional). It only appears once the persona has its own Gmail or Outlook account connected — and the calendar and folder pickers only appear if that account granted calendar and drive access, so an inbox connected before those were added offers just the Calendly link until you reconnect it. There is no separate save for the Tools card: the page’s Save changes bar writes it with everything else. To bind a persona to a Facebook Page, Instagram account, or WhatsApp number for social brands, switch to the Channels tab. An account that is connected to the brand but not yet assigned to this persona waits in the dashed Not set up yet group, on a row named after the accounts themselves (Facebook Page, Instagram, WhatsApp — comma-separated, with an & before the last) and noted “Connected to the brand, not assigned to Sales agent.” Press Assign there: it claims the first of those accounts and opens the Social row under the Where visitors reach Sales agent heading — the row itself is just titled Social; the persona’s name appears in the heading above it and on the labels inside it. Tick any remaining accounts under Accounts Sales agent owns, then hit Save changes; the claim is not written until you do. The Social row only exists once the persona owns at least one account, so on an unbound persona the dashed group is the only way in. If no social account is connected to the brand at all, that stub reads Facebook, Instagram & WhatsApp and its button is Connect, which sends you to Integrations. See Personas & tone for the full reference.

5. Connect channels and integrations

Open Integrations. Two groups of connections matter early:

• Channels — Facebook Pages, Instagram, and WhatsApp. Required for social-only brands; optional for website-backed brands that want to answer DMs in addition to website chat. See Facebook, Instagram, WhatsApp for the full Connect flow.
• CRMs & tools — HubSpot, Calendly, Slack, Telegram, Apollo, Gmail, Microsoft 365. The most popular starting point is HubSpot: every qualified conversation auto-syncs as a contact and deal.

6. Deploy the widget (website path only)

Open Customize & Deploy and select the Deploy tab (it’s the fifth tab, after Website, Appearance, AI agent, and Email Configuration). The panel below is what you’ll see. Under Persona for this page, pick a persona pill — leave Auto-detect (default) selected to use URL-pattern matching, or tap a persona (e.g. Sales agent) to pin it to this embed. Then use the Copy button on the embed code card — the caption tells you to paste it before the closing </body> tag. If this is your first deploy, Quincer AI has already generated a Production API key (the cw_live_… value baked into the snippet). Don’t want to install it yourself? The Email to your developer card sends the snippet and key to whoever owns the site. The script tag it produces:

The exact snippet the Copy button gives you:

<!-- Quincer Chat Widget -->
<script>
  window.ChatWidgetConfig = {
    apiKey: "cw_live_...",
    apiUrl: "https://chat.quincer.com/api"
  };
</script>
<script src="https://chat.quincer.com/api/embed/widget.js" defer></script>

Paste it into your website right before the closing </body> tag. Shopify? See the one-click install flow instead.

Social-only brands skip this step — the Customize & Deploy page is hidden from your sidebar since there’s no website to embed on. Quincer AI delivers messages directly to your connected Facebook / Instagram / WhatsApp surfaces.

7. Verify the first conversation

For website brands: load your site in a fresh browser tab, send a test message, and watch it appear in Inbox — on the Chats tab — with the visitor’s info and a live BANT score. The Inbox’s other tabs (Live, Social, Tasks) collect live takeovers, social comments, and agent tasks in the same place.

For social-only brands: send a test DM to your connected Facebook Page, Instagram account, or WhatsApp number from a different account. Within a few seconds it should appear under Inbox → Live with Quincer AI’s reply already sent.

Around the dashboard

Everything you just set up lives behind eleven sidebar rows. Several rows fold related surfaces in as tabs, so the list stays short:

• Inbox — every conversation in one place, split across the Chats, Live, Social, and Tasks tabs.
• Leads — the pipeline (All / New / Qualifying / Qualified / Converted / Lost), plus the Known visitors tab for remembered people.
• Analytics — funnel, leads, per-widget and sentiment views, with the Insights tab for the conversation-topic map and reports.
• Personas — who your AI is on each page and channel.
• Knowledge — the Items your AI answers from, the Playbook, and the Audit tab.
• Customize & Deploy — appearance, AI agent settings, and the embed snippet.
• Integrations — Slack, Meta, CRMs, calendars, and everything else you connect.
• Support — get help from the Quincer team.
• Organization — your team (People), the staff Directory, and Locations.
• Settings — workspace settings, notifications, privacy, billing.
• Developer APIs — API keys and the developer surface.

Three more rows appear when their features do: Website (when the brand has — or its plan includes — a Quincer-hosted website), Tickets (with the support-ticketing add-on), and Campaigns (with outbound campaigns). Teammates with the Agent role see a shorter list — owner/admin rows like Analytics, Personas, Customize & Deploy, Integrations, and Developer APIs are hidden for them.

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