ToolChat

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Quick Start for Owners ​

Get your AI coaching app up and running in under 30 minutes.

Step 1: Accept Your Invitation ​

You'll receive an email invitation to create your coaching app. Click the link to get started.

INFO

Don't have an invitation? Contact us at support@toolchat.ai to request access.

Step 2: Create Your Account ​

  1. Enter your email and create a password
  2. Verify your email address
  3. Complete your profile (name, photo)

Step 3: Set Up Your App ​

Name Your App ​

Choose a name that represents your brand or coaching business.

  • Good examples: "Fitness with Sarah", "Business Growth Academy", "Mindful Living Hub"
  • This will be visible to your members

Upload your logo (recommended: square format, at least 200x200px).

Set Your Colors (Coming Soon) ​

Customize your app's color scheme to match your brand.

Step 4: Create Your First Tier ​

Tiers determine what features members can access and how much they pay.

  1. Go to Admin → Tiers
  2. Click Create Tier
  3. Fill in the details:
FieldExample
Name"Pro Membership"
Monthly Price$49
Yearly Price$399 (save 2 months!)
FeaturesAI Chat, Community, Classroom

Start Simple

Start with one tier. You can always add more later.

Step 5: Connect Stripe ​

To accept payments, you'll need to connect your Stripe account.

  1. Go to Admin → Billing
  2. Click Connect Stripe
  3. Complete the Stripe onboarding process
  4. Return to ToolChat

Once connected, you'll be able to:

  • Accept credit card payments
  • Manage subscriptions
  • Issue refunds
  • View payment history

Step 6: Set Up Your AI Agent ​

This is where the magic happens! Create an AI agent trained on your methodology.

  1. Click the wrench icon in the header
  2. Click Create Agent
  3. Give it a name (e.g., "Coach Sarah AI")
  4. Write a system prompt describing your coaching style

Example System Prompt ​

You are Coach Sarah's AI assistant, specializing in fitness 
and nutrition coaching. You follow Sarah's "Sustainable 
Fitness" methodology which emphasizes:

- Progressive overload in training
- Flexible nutrition (80/20 rule)
- Lifestyle integration over strict diets
- Mindset and habit formation

Always be encouraging, provide actionable advice, and 
reference Sarah's programs when relevant. If asked about 
medical conditions, recommend consulting a healthcare provider.

Step 7: Add Knowledge Base Content ​

Upload documents so your AI agent can reference your specific content.

  1. Go to Admin → Knowledge
  2. Click Upload Documents
  3. Add PDFs, documents, or text files containing:
    • Your programs and methodologies
    • FAQs and common questions
    • Course materials
    • Any content you want the AI to know

Step 8: Invite Your First Member ​

  1. Go to Admin → Members
  2. Click Invite Member
  3. Enter their email address
  4. Select which tier they should join
  5. They'll receive an email to sign up

You're Ready! 🎉 ​

Your coaching app is now live. Here's what to do next:

  • [ ] Test the AI - Chat with your agent to make sure it's responding well
  • [ ] Create content - Add courses in the Classroom section
  • [ ] Invite members - Start building your community
  • [ ] Monitor usage - Check the Admin Dashboard for insights

Next Steps ​