Getting started with Lexey

When you first sign in, Lexey opens on Home: a briefing on the left and Lexey, the agent that sets up your support agent, on the right. If your account is new, Lexey walks you through setup in conversation.

Create your account

1. Visit the Lexey homepage and click Get started.
2. Sign in with your email or Google account.
3. Create an organization. This sets up your Lexey account.

New accounts start with a 14-day trial with 10 million credits, and no card is needed.

Quick setup from a URL

Have a website, FAQ page or help centre already? Give Lexey the URL. It reads the site, summarises what it found and offers to turn it into knowledge articles. This is the fastest way to fill your knowledge base.

Lexey shows you what it found before it saves anything.

Initial setup

Lexey guides you through these steps in conversation:

1. Business context — Describe your business, your products or services, and who your customers are.
2. Common queries — Tell Lexey what customers usually ask.
3. Ideal responses — For each common query, explain how you'd want it answered.
4. Boundaries — Say what the agent should never do or say, and when it should hand a conversation to your team.
5. Escalation — Give an email address for conversations that need a person, and choose which contact details the agent should collect first.
6. Tone and style — Say how the agent should sound (for example casual, formal, warm or professional). By default it's friendly and plain-spoken.
7. Branding — Set your agent's display name, brand colour and the welcome message customers see.

You can do these in any order, skip steps and come back later. Home keeps a Get started checklist of what's left.

Time to first working agent

Most people have a working support agent within 15 minutes of signing in, and sooner if they import from a website. Once it's set up, your agent can:

• Answer customer questions from your knowledge base and business context.
• Follow your tone, style and branding.
• Hand a conversation to your team when it can't help, or the customer is frustrated.
• Collect customer contact details during a conversation.
• Send an email or a webhook when a conversation is escalated.

You can keep improving your agent at any time by talking to Lexey.