Getting started

What it is for

Takes you from a freshly installed app to the AI answering customers. It takes 10 to 20 minutes and can be done in pieces: the app returns to the step where you stopped.

Before you start

• The app installed. On Mac, on first launch use System Settings › Privacy & Security › Open Anyway (the app has no Apple certificate). On Windows, More info › Run anyway.
• The license key (starts with AVIA-) or an account for the free trial.
• The business's WhatsApp phone at hand.
• An AI: an API key (Anthropic, OpenAI or Google Gemini) or the free local AI (Ollama).

Step by step

1. On the Enter your license key screen, paste the key and click Activate.
2. Follow the Initial setup: 1 Connect the AI · 2 Your business · 3 Review the plan · 4 Connect channels · 5 Tour and next steps.
3. On the Dashboard, finish the Getting started card: Connect WhatsApp, Turn on the AI, Teach the AI about your business, Test a conversation and Turn on automatic service.
4. Take the General tour in Help.

All the actions

Activate

Paste the key and click Activate. Example: Marina Souza pastes the Clínica Bem Viver key. Sign in with my account opens the website for the 3-day free trial.

1. Connect the AI

Choose API key, Local AI (Ollama) or the command line (experimental) and click Test connection. No AI yet? Set up later (no AI).

2. Your business

Chat with the AI (by voice if you like) or fill in the form. Example: "Cleaning R$ 150, whitening R$ 890, we accept Unimed".

3. Review the plan

The app lists what it will turn on, item by item. Untick anything you do not want. Nothing changes until you click Apply.

4. Connect channels

Connect now shows the WhatsApp QR Code. Mark family and friends as personal contacts: the AI never replies to them. You can skip and connect later in WhatsApp and Instagram.

5. Tour and next steps

Choose Start the tour, Open the Assistant, Teach the AI more or Go to the app.

Test a conversation

On the Dashboard, simulate a customer, such as Fernanda Costa asking the price of a cleaning. Nothing is sent to anyone.

Turn on automatic service

At the bottom of the menu, Automatic service: On or Paused. It is ready once WhatsApp and the AI are on.

Redo the setup

In Settings › Business › Segment, Redo initial setup. Nothing is deleted.

Shortcuts

• F1 opens Help; ⌘J opens the Assistant.

Common problems

The QR Code will not connect. On the phone, open WhatsApp › Linked devices and scan again.

macOS says it could not verify the app. Allow it in Privacy & Security, just once.

See also

• What Omni is for
• Dashboard
• Assistant