Set up your workspace
From a new account to an agent answering your customers, step by step.
Before you start
| You need | Detail |
|---|---|
| An account | Sign up at median.sh/sign-up |
| The admin or owner role | Only admins and owners create keys, edit the agent and add knowledge. See Roles and permissions |
| The Standard or Pro plan, with credits | AI replies need a paid plan. On Explore, or with no credits left, every message goes to your team. See Plans |
Set up
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Create an organization
A new account opens on Create an organization. Enter an Organization name. The Slug fills in from it. Press Create organization. You become its owner.
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Pick a plan
Choose Standard or Pro on Settings → Billing. See Manage your plan and credits.
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Set up the agent
Give it a Name and a Personality on Agent → Profile. Each field saves when you leave it. Choose what it may do alone on Agent → Behavior. See Set up your agent.
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Teach it
Open Knowledge, press New, then Write a document. Write an answer your customers need and press Save. Or connect what you already have: Notion, a GitHub repository, a docs site or a website. See Build your knowledge base and Connect knowledge sources.
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Put the widget on your site
Channels → Widget shows the install steps. Your developer adds it with a key from Settings → API. See Install the widget in the developer docs.
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Open more channels
Turn on email support, connect Discord, or publish a help center with a support page.
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Invite the team
Use Invite members on Settings → Members. Members can work the inbox straight away. See Manage workspace settings.
Send a test message
Try the widget before your developer installs it: create a key on
Settings → API and press Try the widget in the dialog, or open
https://median.sh/widget?key=median_pk_... with your public key. The page
shows Your live widget and the real widget.
Ask something your document answers. The widget asks for an email before the first message, and the agent replies in the panel. On Home, the thread is in the queue's Open view, under Handled by, followed by your agent's name.
If it does not answer
| Cause | What you see | Fix |
|---|---|---|
| Explore plan, or no credits | The widget says "I've asked a teammate to step in. Someone will be with you shortly." The thread is under Needs a person | Upgrade or add credits on Settings → Billing |
| Empty knowledge | The agent answers only what it can confirm and hands the rest to your team | Add a document in Knowledge |
| No launcher on your site | The widget is not installed, or has the wrong key | See Fix widget problems |