Getting Started with ChatSonnet
Understand workspaces, websites, agents and the first visitor journey
5 lessons · 84 minutes of lesson study · Version 2.0.1Practical assignment and assessment time are additional.
A skill you can demonstrate.
- Trace one enquiry from visitor to resolution.
- Set up a demonstration workspace with appropriate access.
- Identify and verify the intended website.
- Connect and inspect a widget without duplicate embeds.
- Review a complete first journey with recorded evidence.
Know what comes next.
01Platform tour and customer journey16 min
Trace one enquiry from visitor to resolution.
Practice: Draw this journey and label the website, bot, conversation, contact and ticket. Write the success condition for each.
02Workspace setup and permissions16 min
Set up a demonstration workspace with appropriate access.
Practice: Create a role matrix for those three people. If you have a demo workspace, compare the matrix with its actual settings.
03Create and verify a website16 min
Identify and verify the intended website.
Practice: Prepare a website setup checklist with origin, purpose, owner, selected bot and a verification observation.
04Connect a widget to the website16 min
Connect and inspect a widget without duplicate embeds.
Practice: Record an installation plan and test opening, closing, refreshing and navigating between two test pages.
05Publish and review your first journey20 min
Review a complete first journey with recorded evidence.
Practice: Write a three-case report for a successful enquiry, invalid email and unavailable agent. Note whether testing stayed in draft or staging.