Getting Started

The path from your first login to your first working agent: service accounts, projects and an overview of the agent.

If you’re just getting started with Caramelo AI, these guides walk you through to your first working agent. The platform is organized in three levels:

Service account   subscription, credits and team
└── Project       conversations, CRM and integrations
    └── Agent     the AI robot that talks to your customers
LevelWhat it is
Service accountGroups a company’s subscription, billing and team. A user can have access to several
ProjectLives inside the account. It’s where you build your customer service: agents, conversations, CRM and integrations
AgentThe project’s AI robot. A project can have more than one, for example one for sales and another for support

Follow the guides in order:

  • Service Accounts

    What a service account is, how to open the right one and how to create a new one.

  • Projects

    How to create a project, the ways to start your agent and what each item in the account summary means.

  • Your First Agent

    An overview of the agent: where it lives, what each tab does and how to save, test and publish a change.