--- title: "Quickstart" description: "Set up an Ordering.co AI agent and connect POS, sales-channel, delivery, and payment services." canonical: https://docs.ordering.co/docs/products/ai-dashboard/start-here/quickstart/ --- # Quickstart _Set up an Ordering.co AI agent and connect the services it needs._ This Quickstart shows you how to set up Ordering.co AI agents and connect POS systems, sales channels, delivery partners, payment settings, and the configurations required for your business. Before you start, you’ll need an active Ordering.co account. To create your account, contact our team at [**sales@finitless.com**](mailto:sales@finitless.com). ## Getting started Now that your Ordering.co account is ready, here’s what you should know about what the platform can do: - Configure **WhatsApp AI Agents** and **Finitless Chat AI Agents**, the product labels shown in the dashboard, to take orders and support customers - Add multiple businesses (and manage them from one dashboard) - Configure delivery and logistics for each business - Connect third-party sales channels - Integrate with POS systems - Choose where you receive payments - Manage customer records available to your account - Create and manage marketing campaigns - Monitor operations and performance (and spot areas to improve) - Manage multi-location brands easily --- ## Training Once your account is set up, the next step is building your AI Agent. Getting started is simple: connect WhatsApp (if needed) and select which store or restaurant the agent will support. Recommended articles to guide your setup: - **Explore the Ordering.co dashboard** to understand the platform and where everything lives - **Create and test an AI Agent before publishing** to experience what customers will see - **Add your businesses and connect your POS** from the dashboard - **Build or import your menu** for a new store - **Learn how order management works** and how to track every order - **Contact support** if you get stuck or need help with setup [**Explore the Ordering.co dashboard**View business performance and agent activity.](https://docs.ordering.co/docs/products/ai-dashboard/start-here/explore-finitless-dashboard/)[**Create an Ordering.co AI agent**Configure an AI agent and its web widget.](https://docs.ordering.co/docs/products/ai-dashboard/build-your-ai-agent/creating-a-finitless-ai-agent/)[**Create a business**Add a business, store details, and a product catalog.](https://docs.ordering.co/docs/products/ai-dashboard/start-here/creating-a-business/) [**Create a menu**Add menu categories, products, and extras.](https://docs.ordering.co/docs/products/ai-dashboard/orders-stores-operations/products-and-creating-a-menu/)[**AI orders dashboard**Review marketplace orders in the dashboard.](https://docs.ordering.co/docs/products/ai-dashboard/orders-stores-operations/ai-orders-dashboard/)[**Support channels**Review the support options shown in your dashboard.](https://docs.ordering.co/docs/products/ai-dashboard/account-troubleshooting/support-channels/) --- ## Integrations Connect Ordering.co to the tools you already use. **POS systems supported:** - Square, Simphony, Wansoft, Clover, Deliverect, ItsaCheckmate **Delivery options:** - DoorDash Drive, Uber Direct, Yango **Sales channels (marketplaces):** - DoorDash, Rappi, Uber Eats, Square If your stores sell across multiple channels, Ordering.co can centralize conversations, orders, and handoffs—so AI Agents and real team members can collaborate in one place. [**Set up POS systems**Review and request the POS integrations shown in the dashboard.](https://docs.ordering.co/docs/products/ai-dashboard/integrations-channels/setup-pos-systems/)[**Set up sales channels**Review and request available sales-channel connections.](https://docs.ordering.co/docs/products/ai-dashboard/integrations-channels/setup-sales-channels/)[**Set up delivery**Configure an available third-party delivery service.](https://docs.ordering.co/docs/products/ai-dashboard/delivery/setup-delivery/) --- ## Troubleshooting If you need help during setup or after launch, use the available support paths: This Knowledge Base Live Chat Email Support [**Support channels**Review the support options shown in your dashboard.](https://docs.ordering.co/docs/products/ai-dashboard/account-troubleshooting/support-channels/)[**Create a support ticket**Send a support request with the details needed for review.](https://docs.ordering.co/docs/products/ai-dashboard/account-troubleshooting/creating-a-support-ticket/) --- ## Growth and promotions Use the campaign and discount tools to configure promotions and customer communications. [**Campaigns**Create, manage, and review customer communications.](https://docs.ordering.co/docs/products/ai-dashboard/growth-promotions/campaigns/)[**Discounts**Create, filter, and configure promotions.](https://docs.ordering.co/docs/products/ai-dashboard/growth-promotions/discounts/) --- ## Reporting and data Use reporting tools to track performance and make data-driven decisions across stores, channels, agents, and delivery operations. [**Analyze conversations**Review agent conversations, orders, and performance filters.](https://docs.ordering.co/docs/products/ai-dashboard/build-your-ai-agent/analyze-conversations/)[**Analyze reports**Generate and review the reports available for a selected period and business.](https://docs.ordering.co/docs/products/ai-dashboard/orders-stores-operations/analyze-reports/) --- ## Next steps Now that you understand the platform, go ahead and create your first AI Agent—and start taking orders automatically. [**Create an Ordering.co AI agent**Configure an AI agent and its web widget.](https://docs.ordering.co/docs/products/ai-dashboard/build-your-ai-agent/creating-a-finitless-ai-agent/)[**Create a WhatsApp AI agent**Connect and test a WhatsApp AI agent.](https://docs.ordering.co/docs/products/ai-dashboard/build-your-ai-agent/creating-a-whatsapp-ai-agent/)[**Create and test your first AI agent**Configure an agent and test an example order.](https://docs.ordering.co/docs/products/ai-dashboard/start-here/creating-and-testing-my-first-ai-agent/)[**Create a business**Add a business, store details, and a product catalog.](https://docs.ordering.co/docs/products/ai-dashboard/start-here/creating-a-business/) Was this page helpful?