Skip to main content

Quickstart

This walks you through the first 30 minutes after we provision your Lira account. By the end you'll have:

  • An account, signed in
  • An organization with at least one knowledge source
  • A working Lira widget on a page you control (staging is fine)

If you don't have an account yet, start at Get an Account.

Prerequisites​

  • An invite link from the Lira team (delivered by email after your scoping call)
  • A site or app you can paste a <script> tag into — staging is fine
  • A help center URL, a few PDFs, or a Google Drive folder with docs (any one of these works)

Step 1 — Accept your invite​

Click the invite link in your email. You'll land on /accept-invite?token=…, set a password, and get dropped into the Lira dashboard with your organization already set up.

If you're inviting teammates next, go to Members in the sidebar and click Invite a teammate. Each invite is a one-time, expiring link tied to a specific email — they set their own password when they accept.

Step 2 — Feed Lira your knowledge​

Lira's quality is a direct function of what it knows about your product. Open Workspace → Knowledge Base and add at least one source:

  • Web crawl — paste your help center / docs URL. Lira crawls, summarizes, and stores each page. Re-runs on demand.
  • Documents — drop in PDFs, DOCX, Markdown, or CSV files.
  • Connected sources — connect Google Drive or GitHub once and Lira reads from them directly. New files appear in your KB automatically.

You can mix all three. See Knowledge Base for the full picture.

Step 3 — Activate the support module​

In the sidebar, click Customer Support (or the activation prompt on the dashboard). The activation wizard covers:

  1. Email setup — pick a Lira-hosted support address or forward from your own domain.
  2. Channel — chat widget, full support page, or both.
  3. Notifications — where escalations and new tickets go (Slack, email, or both).
  4. Test & activate — chat with Lira in test mode, then flip the toggle live.

Full reference: Activation guide.

Step 4 — Drop the widget on a page​

Once activated, copy the embed snippet from Settings → Support → Secret (or from the activation flow). It looks like this:

<script
  src="https://widget.liraintelligence.com/v1/widget.js"
  data-org-id="YOUR_ORG_ID"
  data-position="bottom-right">
</script>

Paste it before the closing </body> tag of your site. Reload — a Lira bubble appears in the bottom corner. Click it and chat.

For framework-specific setup (Next.js, Vite, Remix, Rails, Django, Express, plain HTML), see Integration guides. For logged-in users with signed identity, see Identified visitors on the widget page.

Step 5 — Go further​

You have a working widget. Here's what most teams do next, in roughly this order:

  • Actions — register real operations Lira can run on a visitor's behalf (cancel, upgrade, retry payment, refund). This is where Lira stops being a chatbot and starts being a support agent.
  • Proactive — trigger contextual nudges when visitors hit an error state, get stuck on onboarding, or match any condition you define.
  • Chat history & inbox — review what Lira said, learn from edge cases, correct anything that should be answered differently next time.
  • Analytics — resolution rate, deflection, response time, top intents, CSAT.

Got stuck?​

The chat widget on the Lira dashboard is the same widget you'll embed on your site — pointed at Lira's own onboarding context. Ask it. If it can't answer (genuinely product, billing, or roadmap), it opens an async ticket with our team and we reply by email.