Open Administration then Get started. The screen lists the setup steps in the order to do them, and shows which ones are already done.
Steps are not ticked by hand: they are WORKED OUT from your data. A step becomes done when the data exists — a WhatsApp or Telegram channel connected, a catalogue filled in, an active sending address. So you cannot declare yourself ready by mistake.
Some steps are mandatory, such as your entities' identity and the agent's identity; others, such as the mailbox, are only recommended. Follow the order of the screen: it goes from what describes your company to what makes it speak.
A new company starts in Prudent mode. Moving to Balanced mode is only offered on this screen once it has what it needs to answer correctly — a catalogue, a channel and an agent identity. This is deliberate: without a catalogue, replying to your customers on its own would serve wrong answers.
PlansIncluded in every plan.