Getting Started with DeskClone AI
DeskClone is a platform for building AI support agents. You give DeskClone your Knowledge Base, and it powers an agent that answers your website visitors' questions through a chat window, monitors your support inbox, and helps your team resolve tickets faster. You provide the knowledge - DeskClone handles the conversations. You name your agent whatever you like; this guide simply calls it "your agent."
This guide walks you through signup and your first steps in the platform.
Creating Your Account
Sign up at deskclone.ai
Visit the signup page, enter your work email and choose Continue. For a new address you then add your name and a password and choose Create account; if the address already has an account, you are asked for its password instead. Your workspace starts on the Free plan, 10 conversations a month with no end date, and you do not need a credit card. Your workspace gets a placeholder name until you tell Jarvis (or Settings) your business name.
Verify your email
We email you a 6-digit code the moment you sign up. Your first dashboard asks for it right where you will talk to Jarvis - the code from that email stays valid for 10 minutes. No email? Choose Send a new code. If you type a code that a newer one replaced, you are told so and pointed to the newest email; a wrong code tells you how many tries remain. Elsewhere, the banner at the top has Enter code.
Tell [Jarvis](/jarvis) about your store
Your first dashboard is one box. Type into it - your website address is the best start - and you go straight into building your agent with Jarvis. Have a support guide, returns policy or FAQ document? Attach it with the paperclip in the same box, and Jarvis reads it with your message. Prefer to do it yourself? The line under the box takes you to adding your website or files, or to the agent editor.
You can also sign up with Google if you prefer not to create a separate password.
Your Dashboard
Once you are signed in, the dashboard is your home base. Here is what you will see:
- The resolution ring showing how many of your chat window conversations your agent resolved on its own, with substats for conversations, visitors (distinct people who used the chat window - counted once per verified email when they identify themselves, otherwise once per browser), time saved (tickets resolved times your minutes-per-ticket setting), and tickets resolved
- Activity charts for your daily activity and the month's conversation outcomes (resolved, handed to a person, customer left, in progress)
- An Add knowledge card so you can fill a content gap right from the dashboard
- A recent activity feed showing the latest conversations, tickets, and Knowledge Base changes
- While you set up, the dashboard is one box for Jarvis and one line saying where your agent stands and what's next (for example "ridgelinesnow.co is read. Next: Choose what your agent can share"). The full dashboard with live metrics appears once your first real customer has talked to your agent, with Jarvis's box still at the top. Once you have talked to Jarvis, the sidebar also gains an entry that takes you back to your chat.
If setup has not moved for a few days, the dashboard adds a Talk to the founder button. It opens the contact form pre-set to reach Aarohi, DeskClone's founder, directly - she helps with setup herself and replies within one business day. The same option is always available under the Talk to the founder type in the contact form.
On your first visit, everything will show zero - that is expected. Until about ten conversations have finished, the ring shows "Collecting data" instead of a percentage, because a rate computed from two or three chats would be noise. The Visitors count also starts as "Collecting data" - it only appears once a full period of visitor activity has been measured, so the first number you see is a real one. Your numbers populate as you start using DeskClone.
The DeskClone dashboard showing the resolution ring with its substats, the daily activity chart, and the monthly outcomes donut
Navigating the Platform
The left sidebar is your main navigation:
- Dashboard - overview metrics and recent activity
- Agents - configure your agent's personality, knowledge, tools, advanced behavior, and putting it on your website
- Tickets - support tickets created from email, forms, or a chat handed to a person. Where tickets come from (inbox monitoring, forms) is nested here.
- Conversations - chat conversations between your agent and your website visitors
A new workspace's sidebar starts small: Tickets and Conversations appear once you have a ticket, a customer conversation or a connected inbox, and Customers (with Clients and Contacts) once you have a contact. Until then, Connect your inbox under Connections takes you to Tickets > Where tickets come from.
- Knowledge Base - your content library that the agent searches when answering questions
- Settings - workspace configuration, plan and billing, team, and preferences
What to Do First
Here is the recommended order to get your agent up and running:
1. Set up your agent personality
Go to Agents and click your agent card to open the configuration page. Open the Personality tab. Write a short description of how your agent should communicate with your visitors - friendly and casual, or professional and formal. A good personality description makes a real difference in how natural the conversations feel.
2. Add Knowledge Base content
Go to Knowledge Base and add the content your agent will use to answer questions. You can create files manually, upload documents, or use Import to pull content from Google Drive, Notion, a website, or your email history. The more relevant content you add, the better your agent performs.
3. Preview the agent
Your agent is always live-previewed on the right side of any configuration tab. Try asking it questions as you set things up - you will see exactly how it responds with your current knowledge and personality settings.
4. Check deployment readiness
On your agent configuration page, review the Share tab. Make sure your welcome message, branding colors, and Ask who's chatting settings are configured the way you want them.
5. Add it to your website
On the Share tab, choose where your website is (Shopify, WordPress, Wix, Squarespace, BigCommerce or something else) and click Show my code. Your agent is already on; nobody sees it until the code is on your website. Follow the steps with your code. Once your agent opens on your website, the tab says Live, and your visitors can chat with it. See Add Your Agent to Your Website.
You can complete these steps in any order, but this sequence gives your agent the best foundation before you go live. Each step builds on the previous one.
Free Plan
Every workspace starts on the Free plan where your agent can handle up to 10 conversations per month. This is enough to test the product with real interactions and see how your agent handles your specific content. There is no time limit on the Free plan - it is yours to keep.
If you need more capacity, you can upgrade at any time from Settings > Plan and billing, or grab an Extra conversations pack for extra conversations without changing your plan. If your plan is billed through Shopify, plan changes happen in your Shopify admin and Extra conversations packs aren't offered there.
What's Next
Now that you are oriented, the next step is to set up your AI agent - starting with the personality that shapes how it talks to your visitors.
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