Quick Start

Create a workspace

Registering picks a goal first — Business, Agency, Developer or Enterprise (src/lib/onboarding-meta.ts GOAL_REGISTRY) — a marketing persona stored on Workspace.goal, never an RBAC role. One transaction creates your User, first Workspace, an OWNER membership, a Free subscription and default AiSettings, then a short onboarding wizard walks through industry, business type, first channel and starter modules.

Connect your first channel

Every channel connects the same way: pick a platform, provide its credentials, BotForge validates them against the platform's own API, then encrypts and stores them and registers the webhook. See the Channels reference for the exact fields and guide per platform.

Install a module

Browse the Marketplace, install a module through the 4-step wizard, then configure and Enable it — only enabled modules receive messages. Enabling a module that declares a capability activates the matching dashboard section automatically.

Configure AI

Choose an AI provider, set a monthly budget, and let AI Support answer customers from your knowledge base — or go deeper in AI Studio and build a custom Agent.

Deploy your first bot

There is no separate "deploy" step — a bot goes live the moment its channel is ACTIVE and at least one module is enabled. From there every inbound message is normalized by its channel adapter, queued, and routed through the dispatcher to every enabled module in install order.