Quick Start

This guide walks you through creating your first AI assistant and connecting it to a messaging channel.

Step 1: Create Your Account

1. Go to my.happ.tools
2. Click Sign Up
3. Enter your email and create a password
4. Verify your email address

You can also sign up using your Telegram account or phone number.

Step 2: Create a Company

After signing in, you'll be prompted to create a company (workspace):

1. Enter your company name
2. Choose your preferred language
3. Click Create

A company is your workspace where all assistants, integrations, and team members live.

Step 3: Add an AI Provider

Before your assistant can respond, you need to connect an AI provider:

1. Go to Integrations in the sidebar
2. Click Add Integration
3. Select an AI provider (OpenAI, Claude, Gemini, or Groq)
4. Enter your API key
5. Click Save

If you don't have an API key yet, you can get one from:

• OpenAI: platform.openai.com/api-keys
• Anthropic: console.anthropic.com
• Google: aistudio.google.com/apikey

Step 4: Create an AI Assistant

1. Navigate to Assistants in the sidebar
2. Click Create Assistant
3. Fill in:
   • Name — e.g., "Customer Support Bot"
   • First Message — greeting for new conversations
   • Prompt — instructions for how the assistant behaves
   • LLM Provider — select the provider you connected
   • LLM Model — choose a model (e.g., GPT-4o)

Writing a Good Prompt

You are a customer support assistant for [Company Name].
You help customers with questions about our products, order status,
and return policies.

Be friendly, concise, and helpful. If you don't know the answer,
suggest the customer contact our support team at support@company.com.

Key information:
- Business hours: Mon-Fri, 9:00-18:00
- Return policy: 14 days from purchase
- Shipping: 2-5 business days

Step 5: Add Knowledge (Optional)

Make your assistant smarter with a knowledge base:

1. Go to your assistant's Knowledge tab
2. Click Add Knowledge
3. Choose: URL, Text, or File (PDF, DOCX, TXT up to 50 MB)

Step 6: Connect a Channel

Quick Telegram Setup

1. Go to Integrations > Add Integration > Telegram
2. Enter your phone number associated with your Telegram account
3. Complete authentication (verification code or QR code)
4. If 2FA is enabled, enter your password when prompted
5. Assign your assistant
6. Click Connect

For other channels, see the Channels documentation.

Step 7: Test & Monitor

1. Send a message to your bot on Telegram
2. Your assistant responds based on its prompt and knowledge
3. Go to Chats in the dashboard to see the conversation in real-time

You can toggle AI on/off for any conversation, or manually respond when needed.

Troubleshooting

If your assistant isn't responding:

1. Check the integration status — Make sure the Telegram integration is active in Integrations
2. Verify the AI provider — Ensure your AI provider API key is valid and has credits
3. Check AI mode — Make sure the chat has AI enabled (see AI Control)
4. Review the prompt — A very long or complex prompt may cause timeouts

For more answers, see the FAQ.

What's Next?

• Configure tools & webhook actions — let the assistant call your APIs
• Set up voice calls — handle phone calls with AI
• Add CRM integrations — sync conversations with your CRM
• Set up push notifications — get alerted when AI hands off to a human
• API Reference — full interactive API documentation