Before you start
If the Moshi team prepares your account, accept your invitation. Select Open Moshi in your welcome message to reach your company dashboard. The team can prepare brand research before you sign in. If you sign up yourself, start at app.moshi.ai with your brand website. Create your account and confirm your company details. Connect the integrations for your company type. You can complete company confirmation without a support email. Website research checks your site and linked contact or policy pages for a support address. Moshi can fill Destination email in Settings > Support when it finds an address. Your saved address takes priority. This field stays optional. Select See plans in the assistant to choose a plan and add payment details. The Moshi team can exempt your account from payment setup. The initial website check creates a brand brief. Full brand research starts after you add payment details or receive a Moshi exemption.Trial and billing
Starter includes a 7-day free trial. Conversation usage is free during the trial. Add a payment card and select Start trial to begin. Checkout shows $0 due today and your first charge date. Moshi automatically charges your card for the monthly plan when the trial ends, unless you cancel before that date. Your paid plan includes monthly conversation credits. Review Credits included and Extra credits in checkout for your allowance and additional usage rate.Required connections
In Workspace settings, open Integrations and connect the accounts your company needs.
Meta
Required for every company.Connect Meta for ads and Instagram conversations.
Shopify
Also required for direct-to-consumer (D2C) companies.Connect your store for your catalog, orders, and discounts.
Email and lead notifications
If your team uses Klaviyo or Slack, connect them before launch.
Klaviyo
Send captured email addresses to your Klaviyo list.Connect with a private API key.
Turn on Send funnel data to Klaviyo, choose a Default list, and select Save changes.
This setting is off by default.
Slack
Get notified when leads are ready to close.Connect the Moshi Slack app.
In Notifications, choose a Default Slack channel and turn on Slack delivery for Closer alerts.
An organization admin must configure these settings.
Prepare your sales agent for customers
1
Review your brand knowledge
Moshi generates your brand voice and prepares a sales agent preview.
Tone and products have no separate approval steps during onboarding.
You can open the documents under Knowledge to check the source information.
You can also find them in the Simulator sidebar after Moshi prepares a flow.Check your products or services, brand voice, and policies.
Open a document and select Edit with Moshi to request corrections.
2
Test responses in the Simulator
During onboarding, the Chat with your agent step opens when your brand voice is ready.
You can preview your agent while the remaining research continues.
Research activity stays collapsed until you open it.
If an ad creative is available, select its button to open the message drawer.
Otherwise, the message drawer opens directly.
Select a suggested reply or write your own message to start the conversation.Select an agent reply to quote it beside the assistant input.
Tell Moshi what to change in that reply.
Select Clear selected reply to remove the quote.
Try another conversation after Moshi applies your feedback.After onboarding, open Simulator and select a flow.
From a flow page, select Open in Simulator.Ask questions that customers ask before they buy or share their contact details.
Check the answers against your brand knowledge.
For Sales, check product recommendations and the checkout path.
For Collect leads, check qualification questions and the next step for the lead.
Correct errors and test again before publication.
3
Publish your first flow
During onboarding, select Build your first flow when you are ready.
You can also ask Moshi to build your first flow.
After onboarding, open Flows and create a flow.
Choose your goal and how customers reach Moshi.
Complete the required content and connections, then select Publish.
Resolve any requirements shown and wait for confirmation.Complete the launch for your selected channel:
Test the customer entry point on your ad, post, or website.
Confirm that it starts the expected conversation or collects the lead details.
If research documents or a test flow are unavailable, contact Moshi support.