> ## Documentation Index
> Fetch the complete documentation index at: https://docs.armin.cx/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Connect your support operation and launch your first AI Agent.

Set up Chatarmin CX in four steps: connect customer conversations, organize the Inbox, add business data, and automate support with an AI Agent.

## Choose the right automation

| Need                                                                                                               | Use                           |
| ------------------------------------------------------------------------------------------------------------------ | ----------------------------- |
| Nearly all support automation, including judgment, business-system actions, multiple steps, delays, and follow-ups | [AI Agents](/ai-agents/intro) |
| One exact, simple if/then condition                                                                                | [Rules](/rules/intro)         |

## Before you begin

You need:

* access to the Chatarmin CX dashboard
* permission to manage channels and integrations
* a support address, WhatsApp account, or web widget to connect

## Set up your support operation

<Steps>
  <Step title="Connect a channel">
    Connect the channel your customers use most. New conversations arrive as tickets in the Inbox.

    <CardGroup cols={2}>
      <Card title="Email" icon="envelope" href="/channels/email/intro">
        Receive and send support email in Chatarmin CX.
      </Card>

      <Card title="WhatsApp" icon="whatsapp" href="/channels/whatsapp/whatsapp">
        Bring WhatsApp conversations into the Inbox.
      </Card>
    </CardGroup>
  </Step>

  <Step title="Set up the Inbox and a view">
    Create a view for the connected channel or responsible team. Views keep the right tickets visible, while the customizable dashboard shows the support signals that matter to you.

    Learn more in [Views and filters](/inbox/views-and-filters).
  </Step>

  <Step title="Connect integrations">
    Connect your shop, ERP, fulfillment, or other business systems. Integrations and more than 1,200 MCP connections let AI Agents retrieve live customer and order data and take approved actions.

    Learn more in [Integrations](/integrations/intro).
  </Step>

  <Step title="Create your first AI Agent">
    Open [AI Agents](https://armin.cx/app/_/ai/agents-v2), choose a template, and describe the support job to Ask Torben. Test the draft with realistic messages before activation.

    Follow [Getting started](/ai-agents/getting-started) for the complete setup.
  </Step>
</Steps>

## Start from a template

Each card opens Ask Torben with the complete supported prompt. Review the draft before activating it.

<CardGroup cols={3}>
  <Card title="Instant FAQ" icon="book-open" href="https://armin.cx/app/_/ai/agents-v2?askTorben=Create%20an%20agent%20that%20triggers%20on%20every%20new%20ticket%2C%20searches%20the%20knowledge%20base%20for%20a%20matching%20answer%2C%20replies%20automatically%20if%20a%20confident%20answer%20is%20found%2C%20and%20silently%20assigns%20the%20ticket%20to%20the%20support%20team%20if%20nothing%20relevant%20is%20in%20the%20knowledge%20base.">
    Answer recurring questions from your knowledge base.
  </Card>

  <Card title="Order tracking" icon="truck" href="https://armin.cx/app/_/ai/agents-v2?askTorben=Create%20an%20agent%20that%20handles%20order%20tracking%20questions%20by%20looking%20up%20the%20order%20from%20the%20conversation%2C%20fetching%20its%20current%20shipping%20status%20from%20the%20connected%20integration%2C%20and%20replying%20with%20a%20clear%20update.%20If%20the%20order%20is%20already%20delivered%2C%20resolve%20the%20ticket%20automatically.">
    Reply to WISMO questions with live shipping data.
  </Card>

  <Card title="Returns handler" icon="rotate-left" href="https://armin.cx/app/_/ai/agents-v2?askTorben=Create%20an%20agent%20that%20processes%20return%20and%20refund%20requests%20by%20looking%20up%20the%20customer%27s%20order%2C%20checking%20whether%20it%20is%20within%20the%20return%20window%20and%20meets%20the%20return%20policy%2C%20and%20either%20initiating%20the%20refund%20automatically%20or%20escalating%20to%20a%20human%20agent%20with%20a%20summary%20of%20why%20it%20needs%20manual%20review.">
    Process valid returns and escalate exceptions.
  </Card>

  <Card title="CSAT collection" icon="star" href="https://armin.cx/app/_/ai/agents-v2?askTorben=Create%20an%20agent%20that%20triggers%20on%20new%20tickets%2C%20waits%20for%20the%20conversation%20to%20reach%20a%20natural%20close%20using%20a%20delay%2C%20then%20sends%20a%20CSAT%20survey%20link%20via%20email%20to%20collect%20feedback%20on%20the%20support%20experience%20%E2%80%94%20thanking%20the%20customer%20and%20inviting%20them%20to%20rate%20their%20interaction.">
    Follow up after conversations settle.
  </Card>

  <Card title="Address update" icon="map-pin" href="https://armin.cx/app/_/ai/agents-v2?askTorben=Create%20an%20agent%20that%20handles%20shipping%20address%20change%20requests%20by%20looking%20up%20the%20order%2C%20verifying%20it%20has%20not%20yet%20been%20dispatched%2C%20updating%20the%20delivery%20address%20if%20it%20is%20still%20possible%2C%20and%20informing%20the%20customer%20of%20the%20outcome%20%E2%80%94%20or%20explaining%20why%20the%20change%20can%20no%20longer%20be%20made.">
    Change delivery details before dispatch.
  </Card>

  <Card title="Discount rescue" icon="tag" href="https://armin.cx/app/_/ai/agents-v2?askTorben=Create%20an%20agent%20that%20detects%20dissatisfied%20or%20at-risk%20customers%20from%20their%20message%20tone%20and%20order%20history%2C%20generates%20a%20personalized%20discount%20code%2C%20and%20sends%20a%20genuine%20apology%20with%20the%20offer%20%E2%80%94%20retaining%20the%20customer%20before%20they%20churn.">
    Recover an at-risk customer with a personal offer.
  </Card>
</CardGroup>

Ask Torben can also [create or improve an agent, diagnose a ticket or run, and help with your dashboard](/ask-torben).