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.

Create Your AI Agent ​

  1. Click the wrench icon (🔧) in the header
  2. Click Create Agent
  3. Configure your agent:
    • Name: What members will see (e.g., "Coach AI")
    • Avatar: Upload an image or emoji
    • System Prompt: Define personality and knowledge

See Creating AI Agents for detailed guidance.

After the essentials, consider these setup steps:

Upload Knowledge Base Content ​

Help your AI give better answers by uploading your content:

  1. Go to Admin → Knowledge
  2. Upload documents containing:
    • Your methodology and frameworks
    • FAQs and common questions
    • Course materials
    • Any reference content

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 responds appropriately
  • [ ] Knowledge base content is uploaded
  • [ ] 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 ​