> ## Documentation Index
> Fetch the complete documentation index at: https://docs.blubash.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Implementation guide: set up BluBash step by step

> Follow this seven-step guide to configure your BluBash account correctly from day one — from adding team members to handling your first conversation.

To give your team the best experience from the start, BluBash is set up in a structured sequence. Following these steps in order ensures that everything is configured correctly before your first conversation arrives.

<Steps>
  <Step title="Add team members">
    Add your team members to the platform and define each person's access level based on their role.

    [Add a member →](/members/add-member)
  </Step>

  <Step title="Create teams and assign members">
    Organize your operation into departments and link each member to the right team. This controls how conversations are routed and assigned.

    [Create and configure teams →](/account-settings/create-configure-teams)
  </Step>

  <Step title="Create tags">
    Set up tags to classify conversations. Tags make it easier to organize your inbox, filter reports, and trigger automations.

    [Create tags →](/account-settings/create-tags)
  </Step>

  <Step title="Configure your AI agent">
    Set up your AI agent with the instructions and context it needs to handle customer conversations. Test and adjust the agent's behavior to match your operation's needs.

    [Create an AI agent →](/ai-agents/create-ai-agent)
  </Step>

  <Step title="Connect your WhatsApp channel">
    Connect your WhatsApp number to BluBash. This centralizes all incoming messages on the platform and activates the AI agent on that number.

    [Connect a channel →](/channels/create-channel)
  </Step>

  <Step title="Create message templates">
    Create and submit Meta-approved message templates. Templates are required to initiate new conversations with contacts outside the 24-hour messaging window.

    [Create a template →](/templates/create-template)
  </Step>

  <Step title="Start using the platform">
    With everything configured, your team can begin handling conversations and exploring all of BluBash's features.

    [Start a conversation →](/conversations/start-new-attendance)
  </Step>
</Steps>

<Warning>
  After connecting your WhatsApp number, send a test message from your personal number to the connected number. Act as a customer to verify that the AI agent responds correctly and that conversation routing is working as expected.
</Warning>

Your account is now ready. If you have questions at any point during setup, the BluBash support team is available to help via WhatsApp.