Getting Started
Set up your Klyra workspace in under 10 minutes. This guide walks you through the essentials — from creating your organization to receiving your first conversation.
Welcome to Klyra#
Klyra combines customer support and customer success intelligence into a single platform. By the end of this guide, you'll have a working workspace ready to receive and respond to customer conversations.
Step 1: Create your organization#
When you sign up, Klyra creates your organization automatically. You'll go through a short onboarding wizard to configure:
- Organization name — your company name (e.g., "Acme Inc.")
- Domain — your company's website domain (e.g.,
acme.com) - Timezone — used for SLA calculations, business hours, and scheduled reports
- Industry — helps the AI agent understand your business context
You can change any of these later in Settings > General.
Step 2: Connect your first channel#
A channel is how customers reach you. Klyra supports:
| Channel | Best for | Setup time |
|---|---|---|
| Live Chat | Website visitors | 2 minutes |
| Existing email workflows | 5 minutes | |
| Slack Connect | B2B shared channels | 5 minutes |
We recommend starting with Live Chat — it's the fastest to set up and lets you see Klyra in action immediately.
See the dedicated guides:
Step 3: Invite your team#
Go to Settings > Members to invite teammates by email. Klyra supports three roles:
- Owner — full access including billing and danger zone actions
- Admin — can manage settings, channels, and team members
- Member — can handle conversations and view customer data
- Viewer — read-only access (great for stakeholders who need visibility)
Step 4: Set up your knowledge base#
The knowledge base serves two purposes:
- Self-service — customers can find answers without contacting you
- AI training — the AI agent uses your articles to answer questions automatically
Go to Knowledge Base in the sidebar and create 3-5 articles covering your most common questions. Better articles = fewer tickets.
Step 5: Configure the AI agent#
The AI agent can automatically respond to customer questions using your knowledge base. To enable it:
- Go to Settings > AI Agent
- Toggle the AI agent on for your live chat channel
- Set a confidence threshold (we recommend starting at 0.8 — the agent only responds when it's 80%+ confident)
- Choose whether the agent should auto-resolve conversations or suggest responses for your team to approve
See the AI agent setup guide for detailed configuration.
What's next?#
Once you're receiving conversations, explore these features:
- Health scores — track customer health across your portfolio (learn more)
- Smart replies — AI-suggested responses for your team
- Daily digest — automated daily summary of customer activity
- Workflows — automate repetitive tasks with visual workflow builder
- Ask AI — your AI copilot for querying customer data in natural language
Need help?#
- Browse the help center for detailed documentation
- Email us at [email protected]
- Book a setup call — we'll help you get configured