Getting Started
Engage day-zero setup
June 2026
Quick answers
- How do I get started with Engage?
Start a free trial at /trial, sign in, add your website as an Engage site, wait for the first crawl, configure branding and primary facts, then paste the Deploy snippet on your site.
Also asked as: Engage onboarding; day zero.
- How long does the Engage free trial last?
14 calendar days on the Scale edition by default, with no credit card at signup. See /pricing for current edition details.
Also asked as: trial length; free trial.
- Where do I copy the embed code?
Engage → Deploy in your portal. Paste the script before </body> on each public page.
Also asked as: widget install; embed snippet.
- How do I test before going live?
Use Engage → Share test codes or test from the portal while you validate answers against crawled content.
Also asked as: sandbox test; preview chatbot.
Related searches: how to set up Engage · Engage getting started · install Engage chatbot · Scale2Rev trial setup · first time Engage
1. Start a trial
Visit /trial. Trials default to Scale for 14 days without a credit card at signup.
2. Sign in
Use /login and complete workspace terms when prompted.
3. Add your site
Engage → Sites → add your public website URL → wait for the first crawl.
4. Configure
Engage → Configuration — set branding, primary facts, AutoGreet, quick replies, and alert recipients.
5. Test
See Testing your Engage agent.
6. Deploy
Copy Engage → Deploy snippet to your website. See HTML embed.