Overview
Getting Parlel up and running takes four steps: connect your integration, build your knowledge base, configure authentication, and define your actions. Most companies are live within a day. This guide walks through each step in the right order. Some steps have dependencies — actions require integrations to be configured first, journeys require actions to be defined first.Prerequisites
Before you start, you’ll need:- Access to the Parlel portal at parlel.ai/portal
- Admin credentials for the backend systems you want to connect (CRM, billing, support platform)
- Your company’s knowledge content — product documentation, policies, FAQs — in any common format
Setup sequence
Connect your integration
Start in Settings → Integrations. Connect your CRM or backend system. Parlel needs at least one integration to look up customer data and execute actions.See Integrations for connector setup guides.
Build your knowledge base
Go to Knowledge in the portal. Upload your product documentation, policies, pricing, and FAQs. Parlel processes and indexes your content automatically.See Knowledge Base for guidance on structuring content for best results.
Configure authentication
Go to Authentication in the portal. Define which authentication tier is required for each type of customer interaction.See Authentication for the tier model and configuration options.
Define your actions
Go to Actions in the portal. Define what customers can do — update a subscription, change contact details, raise a support request.See Actions for flow configuration.
Test a conversation
Use the Parlel native chat interface to run through a test conversation as a customer. Verify that knowledge retrieval is accurate, authentication prompts appear at the right moment, and actions execute correctly.
What to configure next
Once the basics are running, explore:- Journeys — structure multi-step customer conversations
- Commercial Rules — add campaigns and mandates
- Fallback Flows — define escalation behaviour