Checklists

This guide provides a detailed overview of the essential steps to begin using UChat effectively. Whether you're a beginner or looking to streamline your setup process, understanding the core requirements and configurations is crucial.

This summary covers the necessary accounts, integrations, and settings to ensure a smooth start with UChat, focusing on the key components needed to activate your chatbot and communication channels.

Essential Requirements for UChat Setup

To successfully deploy your UChat-powered chatbot, you need to prepare several accounts and configurations. Below is a structured breakdown of the core prerequisites:

Requirement	Description	Notes
UChat Account	A UChat account to access the platform and its features.	Free trial available for 14 days; no credit card required.
Trillion Account	An account with Trillion, the SMS and voice provider integrated with UChat.	Free trial options or paid accounts starting at around $10-$20.
Facebook Page	A Facebook page to connect Messenger channels.	Necessary for message automation and notifications.
Email Account	An email account to send reminders and reconfirmations.	Supports Gmail, Centigrade, or SMTP-compatible email clients.

Detailed Steps to Get Started

1. Create a UChat Account

Visit uChat.com.au.
Sign up for a free 14-day trial.
No credit card is required during sign-up.
Access all pro features during the trial period.

2. Set Up a Trillion Account

Register with Trillion, the SMS and voice provider.
Options include:
- Free trial account.
- Paid account (e.g., $10-$20).
Connect your Trillion account to UChat for SMS and voice functionalities.

3. Prepare Your Facebook Page

Create or select an existing Facebook page.
Enable Advanced Messaging Settings:
- Navigate to Settings > Advanced Messaging.
- Request One-Time Notification (OTN) approval.
Important:
- Usually, approval is immediate.
- Use this feature responsibly to avoid Facebook restrictions.
- OTN is used for sending reminders and notifications.

4. Configure Email Integration

Connect your email account within UChat:
- Go to Integrations.
- Choose from:
  - Gmail account.
  - Centigrade account.
  - SMTP-compatible email client.
Resources:
- YouTube tutorials are available for detailed connection steps.
- Search "UChat email integration" on YouTube for visual guidance.

Visual Overview: Key Components and Settings

Flowchart of Setup Process

Start
  |
  v
Create UChat Account
  |
  v
Register with Trillion
  |
  v
Create Facebook Page & Enable OTN
  |
  v
Connect Email Account
  |
  v
Configure Templates & Automations
  |
  v
Test & Deploy

Important Settings Summary

Setting	Location	Action	Notes
UChat Account	UChat Dashboard	Sign up	Free trial, no credit card needed
Trillion Account	Trillion Platform	Register	Connect for SMS/voice
Facebook OTN	Facebook Settings	Request approval	Use responsibly
Email Integration	UChat Integrations	Connect email	Gmail, Centigrade, SMTP

Next Steps and Future Guidance

Once you've completed the initial setup, the next phase involves installing templates and customizing your chatbot workflows. The upcoming tutorial will guide you through:

How to install pre-built templates.
Customizing messenger flows.
Managing reminders and reconfirmations.
Testing your setup to ensure seamless communication.

Remember: Proper configuration of each component ensures your chatbot operates smoothly, providing timely notifications and engaging your audience effectively.

Final Thoughts

Getting started with UChat involves a few critical steps, but once configured, it offers a powerful platform for automating messaging, voice, and email communications. Here's a quick recap:

Create and activate your UChat account.
Register with Trillion for SMS/voice services.
Set up your Facebook page and enable OTN.
Connect your email account for notifications.
Prepare and customize your chatbot templates.

By following these steps meticulously, you'll be well on your way to deploying a robust, automated communication system that enhances engagement and operational efficiency.

All Training