The "Get set up" checklist
What each step on your dashboard's setup card means, how it ticks, and what to do when one won't.
2 min readUpdated October 2026
On this page
Your dashboard shows a Get set up card until every step is done. Each step ticks from what's actually set up, never from a guess. Click a step to go where it's done.
The steps
| Step | Ticks when | How |
|---|---|---|
| Add your website | Kognit knows your site | Enter it under Learn from your website, or connect it with the WordPress plugin or Wix |
| Put the chat on your site | The chat has loaded on your real site (it shows which one) | Shopify: switch on the app embed. WordPress: the plugin. Wix: added on connect. Any site: the snippet from Website chat. See Install the widget |
| Give the AI your answers | You have at least one store answer (it shows where they came from) | Learned from your website or Shopify policies, imported, or written under AI Autopilot → Knowledge base |
| Let the AI reply | AI replies are on | AI Autopilot |
| Connect Messenger, Instagram, WhatsApp, your support email | Each channel is connected | Integrations |
| Connect your store | Shopify, WooCommerce or Wix with Wix Stores is connected | Integrations. Shown only for stores |
Businesses that aren't stores, like salons, agencies or SaaS, never see the store step. Neither does a Wix site without Wix Stores.
When a step won't tick
- Put the chat on your site: it ticks the first time the chat loads on your live site. Previews inside Kognit don't count. Open your site in a new tab, wait a few seconds, then reload the dashboard.
- Add your website: if Kognit couldn't read your site, Website chat → Knowledge base shows why (often: not published yet, or behind a password).
- Give the AI your answers: on Shopify, add a refund or shipping policy in Shopify, then Sync now. See Shopify policies.
On Shopify, the Kognit HQ page inside your Shopify admin shows the same checklist. See Kognit HQ inside Shopify admin.
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QuickstartGo from an empty workspace to an AI answering real customer questions, in about fifteen minutes.Learn from your websiteThe AI reads your website's pages and answers visitors from them, on WordPress, Wix, Squarespace, Webflow or any other site.Install the widgetAdd the Kognit chat widget to any website with a single script tag.