> For the complete documentation index, see [llms.txt](https://docs.patagon.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.patagon.ai/en/getting-started/self-onboarding.md).

# Self Onboarding

For rating definitions, see the [ILA lead rating system](/en/agent-optimization/ila-rating-system.md).

Self Onboarding is Patagon AI's guided setup wizard. Use it to create and launch a new AI agent — whether you're setting up your first agent or adding a new one to an existing account. The whole process takes about 15 minutes and requires no technical knowledge.

## Part 1 — create your account

1. Go to [app.patagon.ai](https://app.patagon.ai) and click Sign Up.
2. Fill in your First Name, Last Name, Email, Phone Number, and Password. Or sign up with Google, LinkedIn, or Microsoft.
3. Check your email and click the verification link to activate your account.

## Part 2 — set up your organization

1. Enter your Organization Name and select your Main Country.
2. Upload an Organization Logo (optional).
3. Click Create Organization.
4. Choose a Username.
5. Select your Preferred Language.
6. Upload a Profile Picture (optional).
7. Click Complete Setup.

## Part 3 — configure your AI agent

### Step 1 — tell us about your business

Enter your Company Website, select your Agent Language and Agent Country, and click Analyze my business. Patagon AI analyzes your website and generates a tailored agent recommendation. This takes about 30 seconds.

### Step 2 — choose your agent goal

Select what your agent should do when it qualifies a lead:

* Send them a link to schedule a meeting — enter your calendar link (Google Calendar, iCal, etc.)
* Gather lead information and you'll contact them — the agent collects data and your team follows up

### Step 3 — review your conversation script

Patagon AI generates a tailored sales script for your agent. Review the summary cards showing your Business Information, Agent Details, Agent Objective, and Target Audience. If the script doesn't match your expectations, click Try a Different Version. When satisfied, click Continue.

### Step 4 — review lead qualification criteria

ILA classifies leads on the 0★–5★ scale. Review the linked ILA rating system for the entry conditions and actions for each state.

### Step 5 — launch your agent

Click Launch your Agent. Your agent is now live and ready to qualify leads 24/7.

## Your agent is ready

After launching, you'll see your agent's summary card with: agent name and version, Test your Agent button, Turn On/Turn Off toggle, and Channel and Conversations counters. Click Go to my Dashboard to start monitoring your leads.

## Connect channels and your CRM

Your agent won't receive leads until it's connected to a channel. Connecting a channel (WhatsApp, Instagram, Facebook Messenger, web chat) or a CRM requires an active plan:

1. Go to **Organization > Billing** and choose a plan — see [Plans and pricing](/en/billing-and-plans/plans-and-pricing.md).
2. Then go to Agent > Channels & Integrations > Channels and follow the connection flow for your channel.
3. To sync leads with your CRM (HubSpot, Salesforce, Pipedrive), use Agent > Channels & Integrations > CRM.

{% hint style="warning" %}
Without an active plan you can build, edit, and test your agent — but it can't be connected to any channel, so it won't receive real leads.
{% endhint %}

## Already a customer? How to create a new agent

1. In the top left corner, click the agent selector dropdown.
2. Click Create new agent.
3. Follow the same steps from Part 3 above.

Each agent has its own WhatsApp number, configuration, and version history. You can switch between agents at any time from the agent selector.

## Next step

Continue with [First 7 days checklist](/en/getting-started/first-7-days-checklist.md).


---

# Agent Instructions
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