Get your first useful workflow ready
Start with the guide that matches your next task. Each one covers what to prepare, what to do in Hosqi and how to check the result.
Build and check your first workflow
Start with one customer request and a short path to a useful answer.
What to prepare
Access to edit workflows in your workspace, one repeated request and the answer or next step you want to offer.
Choose one outcome
Write down what the conversation should achieve: answer a question, collect a lead or arrange a visit. Keep the first version focused on that outcome.
Build the conversation
Open Workflows, create a draft and add the opening message, questions and branches. Make each button and answer lead to a clear next step.
Add the alternative path
Decide what happens when details are missing, an action cannot finish or the customer wants a person. Add a handoff to the appropriate team.
Try the draft, then review activation
Use private simulation with sample data. Try the expected answer, an unexpected reply and the human route. Before publishing and switching the workflow on, review its channel, connected actions and available plan access.
Check the result
The draft reaches its intended outcome and the alternative paths work. Simulation is a check of the draft; verify external actions separately before activation.
Connect the channel your customers already use
Begin with one account so your team can recognize incoming conversations.
What to prepare
Access to the business account or bot you intend to connect, plus the connection permissions required by that channel.
Choose the account
Open Connections and choose WhatsApp, Instagram, Messenger or Telegram. Use the account that should belong to this workspace.
Follow that channel's setup
Complete the connection steps shown in Hosqi. Sign-in, business-account permissions and bot details differ by channel; follow the instructions for the option you select.
Check its status and destination
Confirm that the connection is ready in the correct workspace. Review which actions are available before attaching the channel to a workflow.
Plan your first check
Arrange a sample conversation with an authorized tester. Confirm the message reaches the inbox and that the responsible person can find it.
Check the result
The intended account is connected and a planned sample conversation reaches the correct inbox. An account that still needs approval or attention should be resolved before activation.
Give AI the right business information
Prepare a small, current set of sources for the questions your customers actually ask.
What to prepare
Accurate service details, prices and common answers, plus workspace access to manage knowledge sources.
Prepare clear source material
Group information by service or topic. State prices, conditions and opening hours clearly, and remove information that is no longer current.
Add a source
Open Knowledge and add text, a supported file or a public HTTPS page. Review the source status and address any processing issue before using it.
Select it in the AI step
Choose the sources that are relevant to this workflow. Describe when the AI should answer and when it should pass the question to a person.
Check answer quality
Try a question that the source answers, one that it does not answer and a request to speak to your team. Review the response against the source, then adjust the information or the workflow.
Check the result
The source is ready and the AI step uses the intended information. Review answers when your prices or services change, and keep a human route for unanswered questions.
Prepare a clear handoff to a person
Make it easy for your team to continue a conversation with its context intact.
What to prepare
The people or teams who will handle incoming chats and the situations that should reach them.
Define when to hand over
List the requests that need a person: an unanswered question, an exception, a complaint or an explicit request from the customer.
Configure the human route
In the workflow, send those branches to a handoff action. Choose the intended person or team where that action supports assignment.
Continue from the inbox
Open the assigned conversation, review its history and use an internal note for information your colleagues need. Internal notes are for your team.
Agree on ownership
Check who takes responsibility for the conversation and how your team handles an unavailable colleague. Review the workflow's takeover behavior so a person can answer at the right point.
Check the result
The human route reaches the intended team and the person can see the prior conversation. The customer-facing message makes the next step clear.
Prepare appointment bookings with a calendar
Use a defined service and schedule to keep the first booking flow easy to check.
What to prepare
An authorized Google Calendar connection, the service duration, working hours and the visitor details you need.
Check the calendar connection
Open Connections and go to Connected apps. Connect the intended Google Calendar account, then choose the calendar for this service in the booking step.
Define the appointment
Set the service duration and working schedule in the booking step. Decide which visitor details the workflow needs to collect.
Build the success and exception paths
Offer available slots and reserve the selected time. Send a booking confirmation after a successful reservation; provide another choice or a human route if the slot is unavailable or the action fails.
Review a planned test
Try the conversation with sample answers first. Then arrange a controlled calendar check with your team before activation, including the reservation and the handling of an unavailable time.
Check the result
A confirmed booking corresponds to the intended calendar event, and unavailable or failed reservations follow the alternative path. Keep service details and working hours current.
Need help with your first setup?
Tell us which task you want to simplify and where you are in the setup. We can help you choose the next step.