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Quick Start

Go from zero configuration to your first production-ready AI interaction. This sequence covers workspace setup, channel connection, AI configuration, and go-live readiness.

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Static, detailed, operations-grade

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Article9 min read•2026-02-26•8 sections

Relaio Platform Quick Start

Set up your workspace, channels, AI agent, automation, and QA baseline before go-live.

Quick Start OverviewAccount and Workspace SetupConnect Channels

Article8 min read•2026-02-26•13 sections

Workspace Setup and Access Control

Configure organization, role matrix, permission boundaries, and baseline security settings.

Workspace Setup and Access Control OverviewPrerequisitesSolution Architecture

Article10 min read•2026-02-26•13 sections

First WhatsApp Channel Onboarding

Connect WABA, verify phone number, align billing eligibility, and send the first controlled test.

First WhatsApp Channel Onboarding OverviewPrerequisitesSolution Architecture

Article9 min read•2026-02-26•13 sections

First AI Agent Creation and Guardrails

Create your first AI agent with objective-driven prompt design, fallback policy, and escalation controls.

AI Agent Creation and Guardrails OverviewPrerequisitesSolution Architecture

Article8 min read•2026-02-26•13 sections

Campaign Launch Checklist (WhatsApp)

Prepare audience, templates, scheduling, and delivery controls before launching production campaigns.

Campaign Launch Checklist OverviewPrerequisitesSolution Architecture

Article8 min read•2026-02-26•13 sections

Post-Launch Monitoring and Incident Response

Run KPI monitoring, alert triage, and incident playbooks after launch to keep quality stable.

Post-Launch Monitoring and Incident Response OverviewPrerequisitesSolution Architecture

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Quick Start

Related articles

Relaio Platform Quick Start

Workspace Setup and Access Control

First WhatsApp Channel Onboarding

First AI Agent Creation and Guardrails

Campaign Launch Checklist (WhatsApp)

Post-Launch Monitoring and Incident Response

Quick Start

Related articles

Relaio Platform Quick Start

Workspace Setup and Access Control

First WhatsApp Channel Onboarding

First AI Agent Creation and Guardrails

Campaign Launch Checklist (WhatsApp)

Post-Launch Monitoring and Incident Response