Documentation
Getting started
On this page
Getting your AI Assistant assistant live takes five steps — workspace, web address, sign-in, systems, publish — and you do them yourself in the Console. Open Console → Integration for your workspace and follow its live checklist. It is generated from your real settings, so its URLs, sign-in fields, code snippets and checks are always current.
The five steps
1. Your workspace
A workspace is your own space on the platform. It carries your name, a short slug, and your branding. Everything your customers do — conversations, history, connected accounts — stays inside your workspace and is never visible to any other. A platform owner can create the workspace in Console → Platform → Tenants or through the AI Assistant management MCP; the invited admin then completes the Integration checklist without anyone handing off.
2. Your web address
Your assistant is served at a web address you choose, mapped to your workspace:
- To start, every workspace gets its own
<workspace-slug>.busymate.aiaddress. - Your own domain (for example
assistant.yourdomain.com) once you point it at the platform and it’s verified. From then on, your customers only ever see your domain.
Under the hood, an address resolves to exactly one workspace. An address we haven't mapped yet stays plain and unbranded — your branding appears only once your address is verified and switched on, so there's never a half-branded window in front of your customers.
3. Your customers' sign-in
Decide how your customers are known to the assistant:
- Signed in as themselves — you connect your own sign-in, and each customer reaches your mate as them, so your mate can act on their data (and only theirs).
- Visitors — if you'd rather let anyone chat without signing in, you can allow guest access. Visitors get answers and guidance but not actions on a specific customer's private data.
Questions
Do I need my own domain to start?
No. Every workspace answers at its
<slug>.busymate.aiaddress immediately. Add your own domain when you are ready — see Serve your assistant on your own domain.Can I add the embed later?
Yes. Hosted page, embed, or both; adding the embed later changes nothing about the workspace.
What blocks publishing?
A missing sign-in setup, an unreachable connection or an unsafe action rule. The checks name the blocker; the draft stays a draft.