01 · Create your workspace
Register, confirm your email when required, and add accurate business details. Each workspace is intended to keep business information separate.
HOW ROXI WORKS
ROXI is designed around a clear setup process: create your workspace, shape your assistant, add trusted information, test, and connect when ready.
Register, confirm your email when required, and add accurate business details. Each workspace is intended to keep business information separate.
Choose an assistant name, tone, and business instructions so its communication matches your company.
Add verified FAQs, policies, and service information. Keep details current and avoid uploading information you are not authorized to process.
Review how the assistant handles common questions, uncertainty, sensitive requests, and requests for a person.
Once a connection is available and verified, install website chat or authorize a supported provider. Each channel has its own security and policy requirements.
Use conversation history and human handoff to identify knowledge gaps and improve future responses. Live features remain subject to testing.
Get familiar with the workspace during Early Access. Public channel activation and billing remain subject to verification.