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Operation Manual

Osentio Operation Manual

From creating an AI agent and training its knowledge base to going live and tracking results — every step with screenshots of the back office.

Start readingarrow_forwardFor the Pro and Enterprise plans ·

How it works

  1. 1Create an agentEnter your website URL
  2. 2Train itWebsite, files, text, Q&A
  3. 3Test and adjustTry questions, set greeting and tone
  4. 4DeployWebsite, link, messaging apps
  5. 5Track resultsChat logs, leads, analytics

Chapters

  1. Chapter 1About OsentioKey terms, plan comparison, requirementschevron_right
  2. Chapter 2Signing up and logging inSign up, email verification, password reset, languagechevron_right
  3. Chapter 3The back office and workspacesScreen tour, creating and managing workspaceschevron_right
  4. Chapter 4Creating your first AI agentFour steps from URL to a working agentchevron_right
  5. Chapter 5Training dataWebsite, files, text, Q&A pairs, retrainingchevron_right
  6. Chapter 6Agent settingsName, language, colors, greeting, modelchevron_right
  7. Chapter 7Testing the agentTry questions and tune the answers before going livechevron_right
  8. Chapter 8DeploymentWebsite widget, HTML embed, sharable link, QR codechevron_right
  9. Chapter 9ActionsLeads generation, product list, voice chatchevron_right
  10. Chapter 10EnterpriseMessaging channel agentsLine, WhatsApp, Messenger, Instagram (Enterprise)chevron_right
  11. Chapter 11ActivitiesChat logs, leads, CSV exportchevron_right
  12. Chapter 12Dashboard and analyticsConversations, users, leads and trendschevron_right
  13. Chapter 13Team members and rolesInviting members, what each role can dochevron_right
  14. Chapter 14Plan, credit usage and billingChecking usage and your current planchevron_right
  15. Chapter 15Account settingsName, password, language, deleting the accountchevron_right
  16. Chapter 16TroubleshootingCommon questions and what to dochevron_right
  17. Chapter 17SupportHow and when to reach uschevron_right
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Can't find what you need?

Write to support@osentio.com — we reply Monday to Friday, 09:00–18:00 Taipei time (UTC+8), excluding public holidays in Taiwan.