Use this secure setup page after your Industry Automation plan is approved or payment is confirmed. The activation code verifies your plan, locks the approved website origin, protects the client email, and opens the profile fields needed to prepare your dashboard, hosted support pages, workflow links, website widget snippets, and local company profile JSON.
Keep your setup code, official business name, support email, website URL, service details, policies, and escalation rules ready. The more complete the profile is, the better your Industry Agent can collect requests and route work safely.
The website origin and client email are locked from the approved activation record. If either value is wrong, contact WebsDocs before completing setup.
Before you start
WebsDocs Industry Automation is not a blank chatbot. It needs a structured setup profile so it can answer within approved boundaries, collect the right details, and route sensitive requests to human review. Your activation code controls plan access and origin binding. Your profile describes the business, the agent role, the services, and the workflow rules.
Profile completion guide
The profile becomes the setup brain for your Industry Automation system. Use clear, real business details. Avoid temporary notes, jokes, test names, unsupported promises, or private information that should not be shown to visitors.
Enter the public business name, support email, timezone, language, and a short summary of what the business does. The website origin is locked from the approved activation record.
Give the agent a professional display name, role, greeting style, primary job, and greeting text. This controls how the agent introduces itself and what it should focus on during visitor chats.
Add boundaries, human review triggers, approved knowledge notes, policies, and escalation rules. These fields prevent the agent from over-promising or handling sensitive cases incorrectly.
Workflow setup guide
Workflows tell the Industry Agent what details to collect and when to hand a case to a human team. Business and Enterprise setups normally include all six workflow categories. Essential and Pro may show fewer categories based on the approved plan.
For booking, list bookable services, timing rules, details to collect, and confirmation rules. For technical support, list covered pages, common issues, required diagnostic details, and escalation cases.
For billing, define supported payment methods, receipt rules, refund boundaries, and required payment details. For quotes, list services/products, qualification questions, pricing boundaries, and handoff conditions.
For ecommerce, define product categories, order support rules, shipping/return notes, and details to collect. For escalation, define urgent cases, private data boundaries, follow-up method, and AI response limits.
Step 01
Your code must be validated before the setup form opens. This protects the website origin, client email, plan permissions, and billing relation attached to the approved setup.
Step 02
These values come from the activation code and approved checkout or setup record. They remain locked for security, billing consistency, and origin-bound widget behavior.
Your WebsDocs Industry Automation plan has been verified. Continue below to complete the company profile and prepare the dashboard, workflow links, hosted support pages, install snippets, and local company profile JSON.
Step 03
The profile is split into three slides so the setup stays readable: business identity, agent identity, and safety / knowledge rules.
Step 04
Each workflow gets its own slide. Complete the visible fields with short, practical rules. The agent uses this guidance to collect the right details and route cases safely.
Step 05
When you complete setup, WebsDocs creates the Industry site record, dashboard access, hosted support links, widget snippets, plan wallet, selected workflow configs, D1 setup slice, KV runtime slice, and local profile JSON package.
Validate a code first.
Step 06
Copy the dashboard access details, hosted workflow links, website snippets, and local profile JSON. Keep the Site ID and dashboard access code together.
Complete setup first.
Complete setup first.
Setup help
Review these notes before creating the final setup. Once setup is completed, your code is normally marked used and the dashboard, hosted links, snippets, workflow configuration, wallet, and profile records are created.
Not from this page. The origin is locked to protect the widget and prevent installation on the wrong website. If the URL is wrong, contact WebsDocs support before completing setup.
Do not complete setup with the wrong email. The email is connected to setup records, notifications, and billing review. Request a correction or reissued setup code from WebsDocs support.
No. The agent can collect payment references, order IDs, and issue details, but refunds, billing disputes, discounts, and plan changes require human review.
Mention the FAQs, policies, service list, product catalog, pricing notes, support process, or documents that WebsDocs should prepare as approved knowledge for this Industry Agent.
The page shows dashboard access, hosted support links, workflow links, snippets, and profile JSON. Save the Site ID and dashboard access code together.
Payment corrections, receipt requests, refund reviews, and billing ownership questions should go through WebsDocs support. This generator only completes the approved setup profile.
