Resources · Guides

    Setting AZON up properly, step by step.

    The order in which teams normally configure the platform, from the first connected channel to reading the numbers that matter.

    Implementation path

    Six steps to a working operation.

    Detailed guides are being published progressively. Our onboarding team walks through each step with you.

    01

    Connect your first channel

    What you need before connecting a WhatsApp Business number, an Instagram account or a Facebook Page, and how the connection is verified.

    02

    Build the agent knowledge base

    Which documents and pages to ingest first, how to structure prices and services, and how to keep the material current.

    03

    Configure handoff rules

    Deciding which conversations must reach a person, how to pause AI and how to signal that a customer is waiting.

    04

    Set up appointments

    Connecting Google or Microsoft 365 calendars, defining operating hours and letting the agent confirm bookings.

    05

    Run a broadcast

    Preparing an approved template, segmenting contacts and handling replies once the campaign is sent.

    06

    Read your analytics

    Which numbers matter in the first month: response time, AI response volume, handoff rate and booked outcomes.

    Want help with implementation?

    Our onboarding team configures channels, knowledge and handoff rules with you during setup.