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Get up and running with WonkaChat quickly and start experiencing AI-powered automation across your business tools.

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Your 5-Minute Success Path

1

First Login and Account Access

Access WonkaChat through one of four methods:
If you received an invitation to join your organization’s WonkaChat:
  1. Check your email for the WonkaChat invitation
  2. Click the invitation link
  3. Create your account using the provided setup flow
  4. Complete your profile
  5. Start using WonkaChat with your team’s configuration
What you’ll see after login:
  • Clean chat interface in the center
  • Connected tools and AI Agents in the sidebar
  • Model selection options in the settings
  • Your prompt library and saved conversations
2

Quick Navigation Tour

Watch the WonkaChat Dashboard Walkthrough
In this video, you’ll learn how to navigate the WonkaChat interface, access essential features, and customize your workspace for maximum productivity.
3

Test Your First Message

Let’s make sure everything works with a simple test:

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Send a Basic Message

Type something simple in the chat:
Can you say "Hello World" please?
WonkaChat will respond, confirming the platform is working correctly.
If you receive a response, you’re all set! The AI is connected and ready to help.
4

Connect Your First Tool (Outlook Mail)

Now let’s connect WonkaChat to your email account so it can access your emails and calendar.
This example uses Outlook Mail, but the process is identical for Gmail, or any other email system. Simply click the corresponding the right connection button for your email provider and follow the same steps.

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Step-by-Step Connection

1

Open the Connectors Settings

On the bottom left of your WonkaChat interface, locate the settings and open the Connectors button.
Outlook Mail button in the right panel
Learn about external connections in Tools & Connection.
2

Add Your Credentials

A connection window will appear asking for your credentials. Enter the required information:
  • Your Outlook email address
  • Authentication credentials (this will use your organization’s authentication method)
WonkaChat uses secure authentication and never stores your password. All credentials are encrypted.
3

Enable Connection for Your Model

After connecting, you need to authorize the external connection for the AI model you’re using.
Enable the connection for the AI model
Click “Connectors” and select which connection you want the AI model to use.
Once the Outlook Mail connection is enabled, the AI can read your emails, access your calendar, send messages on your behalf, and handle any Outlook-related tasks through natural conversation.
5

Your First Connected Conversation

Now that Outlook Mail is connected, let’s use it in a conversation:

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Send a message to the connected AI model

Type something like:
Send an email to Sarah letting her know I'll be 5 minutes late to the meeting.
The AI will only interact with Outlook or send messages when you explicitly request it. It always follows your permissions and never takes action without your direction.
WonkaChat will:
  • Access your Outlook account through the configured connection
  • Draft an email to Sarah with your update
  • Send directly the mail or present it for review before sending (depends on your prompt and on the model used)
You’ve successfully connected a tool and used it through natural conversation!
6

Understanding Model Selection

Choose the right model for your task:

Pro Models

Use for complex tasks:
  • Strategic analysis
  • Multi-step problem solving
  • Data analysis and insights
  • Complex workflow planning
  • External tool connections
Example: “Analyze our Q3 sales data and recommend improvements”

Fast Models

Use for quick tasks:
  • Simple questions
  • Fast information retrieval
  • Basic formatting
  • Quick summaries
  • High-volume operations
Example: “What’s my next meeting?”
When in doubt, start with pro models for important tasks. You can always switch to fast models for speed and cost once you understand the query complexity.
7

Quick Tips for Success

Be Specific

The more context you provide, the better WonkaChat can help. Include relevant details, timeframes, and desired outcomes.

Start Simple

Begin with straightforward queries and gradually work up to complex multi-step workflows as you learn the platform.

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Next Steps: Go Deeper

Now that you’re familiar with the basics, explore more advanced capabilities:

Create AI Agents

Build specialized agents focused on specific tasks for more accurate, reliable results with reduced hallucinations.

Understand External Connections

Learn how external connections (MCP) work and scale from connecting a single tool to integrating your entire business ecosystem.

Improve Your AI Usage

Discover techniques for asking better questions, managing conversations effectively, and getting more value from every AI interaction.

Security & Governance

Learn how to use AI securely, maintain data privacy, and implement governance policies that protect your organization while maximizing AI capabilities.