Create a project

Press New Project on your dashboard. The project is created in the organization the dashboard is showing, which is named under the title with a way back to change it.

The seven steps

1. Project

   Name it, check the address it gets, and choose the product. Oleon Connect and Oleon Scout are set up here. Oleon Chat is listed so you know it exists, but it is set up with us rather than from this screen.

2. Set up

   Nothing to answer. The project and its instance are created and wired together, which takes a moment.

3. Plan

   Choose what the product runs on. You can also start a 7 day free trial here, with no card and no charge. The trial code for the product you picked is filled in for you, so take the one offered rather than one from another product, which would leave the project with nothing allocated.

   If the organization has no published plan for that product yet, the step says so. The project already exists and waits for you.

4. Payment

   Skipped entirely on the trial. Otherwise: billing details for the invoice, then pay by card and come straight back, or upload a bank transfer slip for us to confirm once it clears.

5. Channels

   Connect WhatsApp, Messenger, Instagram or Telegram, so the project has somewhere to send and receive. You can do this later from Settings instead.

6. Team

   Invite the people who will answer. Optional, and members can be added at any time from the project.

7. Done

   The project opens.

If you stop halfway

Your answers are kept. Leave and come back and the wizard resumes where you left it.

After it exists

• Add a channel: Settings, in the project.
• Change the plan: the project's billing.
• Let a bot answer: Bot Studio, on a Scout project.

The parts of a project, and what each section of its menu is for, are in How it works.