ToolChat

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Setting Up Your App ​

This guide walks you through the complete setup process for your ToolChat coaching app.

Prerequisites ​

Before you begin, make sure you have:

  • [ ] An invitation to create an owner account
  • [ ] Your brand logo (PNG or SVG, min 200x200px)
  • [ ] A Stripe account (or be ready to create one)
  • [ ] Content for your knowledge base (optional but recommended)

Initial Setup ​

1. Create Your Organization ​

When you first log in after accepting your invitation, you'll be prompted to set up your organization:

  1. App Name: Choose a name that represents your brand

    • This appears in the header and throughout the app
    • Can be changed later in Settings

  2. Logo: Upload your brand logo

    • Recommended: Square format (1:1 ratio)
    • Minimum size: 200x200 pixels
    • Formats: PNG, SVG, JPG

  3. Slug: Your app's URL identifier

    • Used in links and checkout pages
    • Example: fitness-with-sarah
    • Can only contain letters, numbers, and hyphens

2. Complete Your Profile ​

  1. Click your profile in the bottom of the sidebar
  2. Update your name and profile photo
  3. This information is visible to your members

Essential Configuration ​

Connect Stripe (Required for Payments) ​

Without Stripe, you won't be able to accept payments.

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

Important

You must complete Stripe verification before you can accept live payments. This includes identity verification and bank account connection.

Create Your First Tier ​

You need at least one tier before members can subscribe.

  1. Go to Admin → Tiers
  2. Click Create Tier
  3. Configure your tier:
Name: Pro Membership
Description: Full access to all features
Monthly Price: $49
Yearly Price: $399

Features:
✅ AI Chat
✅ Community Access
✅ Classroom Access

See Creating Tiers for detailed guidance.

Set Up Your AI Agent ​

Your app comes with one agent — you shape it rather than creating bots from scratch.

  1. Go to Admin → Agent Editor
  2. Click the Identity node and set:
    • Name: What members will see (e.g., "Coach AI")
    • Icon: Upload an image or pick an emoji
    • System Prompt: Define personality and approach
  3. Turn on Published, then Save Identity

Prefer to be guided? Click AI Builder and describe your business — it drafts everything for you. See AI Agent Builder for detail.

After the essentials, consider these setup steps:

Add Knowledge Base Sources ​

Help your AI give better answers by adding sources to your one knowledge base:

  1. Open the Knowledge node in the Agent Builder
  2. Click Add Sources and add files, a YouTube URL, or pasted text:
    • Your methodology and frameworks
    • FAQs and common questions
    • Course materials and recordings
    • Any reference content

Author a Skill or Two ​

For repeatable jobs, add Skills & Game Plans the agent can activate — e.g., an "Offer Builder" or a "Launch Game Plan."

Create Your First Course ​

If your tier includes Classroom access:

  1. Go to Classroom (as an owner, you'll see creation options)
  2. Click Create Course
  3. Add modules and content

Configure Community Settings ​

If your tier includes Community access:

  1. Community is enabled by default
  2. Create a welcome post in Community → Board
  3. Consider setting community guidelines

Launch Checklist ​

Before inviting members, verify everything is working:

  • [ ] Logo displays correctly
  • [ ] At least one tier is active
  • [ ] Stripe is connected and verified
  • [ ] Test checkout process works
  • [ ] AI agent is published and responds appropriately
  • [ ] Knowledge base sources are added
  • [ ] At least one skill is published (if you authored any)
  • [ ] At least one course exists (if using Classroom)

Inviting Your First Members ​

Once everything is set up:

  1. Go to Admin → Members
  2. Click Invite Member
  3. Enter their email
  4. Select their tier
  5. They'll receive an email invitation

Soft Launch

Consider inviting a few beta testers first to gather feedback before a full launch.

Next Steps ​