# Quick start with ChatRex

Use this guide to launch your first bot. Complete the required steps in order and verify the result of each step before moving on.

## What you need

- access to a working email address;
- information about your company, products, or services;
- an account in the channel where the bot will answer customers;
- about 20–30 minutes for the first setup and test.

## Required steps

1. [**Sign up and sign in**](<./sign-up-and-sign-in.md>) — create an account, confirm your email, and sign in.
2. [**Create a bot**](<./create-and-configure-bot.md>) — start with AI, a ready-made template, or a manual setup.
3. [**Configure the bot logic**](<./add-prompt.md>) — choose the model, connect knowledge, and write the main instruction.
4. [**Connect channels**](<./connect-channels.md>) — connect a messenger, CRM, or another source in **Integrations**.
5. [**Set launch conditions**](<./trigger-conditions.md>) — assign channels and define the working schedule.
6. [**Configure behavior**](<./automation.md>) — set message handling, progress messages, greeting, and automatic stopping.
7. [**Test and inspect History**](<./test-bot.md>) — test replies and review processing events.
8. [**Check billing**](<./billing.md>) — top up the balance, activate a subscription, and review transactions.

## Optional: integrations and actions

Configure [**Integrations and actions**](<./actions.md>) if the bot must create appointments, find orders, update CRM records, send files, or perform other operations. A simple support bot can skip this step until after the first launch.

## Ready-to-launch checklist

- The main instruction is saved.
- At least one active channel is connected and assigned.
- Launch conditions do not conflict with another bot.
- The subscription is active.
- The test conversation completes without errors.
- A message sent through the real channel reaches the bot and receives the expected reply.

!!!tip
After each change, select **Save changes** and repeat the same test conversation. This makes it easier to see which setting changed the result.
!!!