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 Knowledge Base in the sidebar (under Grow) 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 when your support docs live there, then import the approved files into your KB.

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. Ticket notifications — the email address that hears about every ticket Lira opens.
  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 → Get connected (or from the activation success screen). 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 Install 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:

  • Capabilities — review and register the real operations Lira can run on a visitor's behalf (cancel, upgrade, retry payment, refund), with per-capability risk and approval policy. This is where Lira stops being a chatbot and starts being a support agent.
  • Go live — when testing in sandbox is done, flip the workspace live from the Environment card in Settings → Support to start serving real customers on your plan.
  • Proactive — trigger contextual nudges when visitors hit an error state, get stuck on onboarding, or match any condition you define.
  • 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.