{"section":"tutorials","requestedLocale":"en","requestedSlug":"vtex-agentic-cx-platform-overview","locale":"en","slug":"vtex-agentic-cx-platform-overview","path":"docs/en/tutorials/vtex-cx-platform/vtex-cx-platform-overview/vtex-agentic-cx-platform-overview.md","branch":"main","content":"**Weni Platform** provides an intuitive experience for creating intelligent chatbots. With it, you can design the entire interaction the bot will have with its users, as well as define the channels through which it will communicate.\n\n### First Steps\n\n#### In your first visit to the platform, you will see a screen like this:\n\nOn it, we will have a login button, and a field for free registration.\n\n1. If you already have an account, simply enter your email, your password, and click the \"login\" button. If you've forgotten your password, just click \"forgot password?\" and an email will be sent to you to reset your password.\n2. If you've never registered on the Weni Platform, click the \"Sign up for free\" button, and you will be redirected to the following page:\n\n- Put your e-mail\n- Create a password\n\nIf you received an invitation and are not registered on the platform, select how you would like to sign in, and a new window will open where you will need to fill in the following information:\n\n**After filling in the fields, click \"next\".**\n\n##### Filling in the Organization and Project details\n\n> **Note:** If your organization already exists and you are being invited to join, fill in the fields with fictional names just to register on the platform. It is not necessary to use the company's real names.\n\n**After filling in the fields, click \"next\".**\n\nChoose between creating a custom agent or using a template. To start your experience creating a custom agent, simply fill in the following fields:\n\n1. Agent name;\n2. Goal;\n3. Content (Optional). This content can also be added at a later stage.\n\n> **Note:** Clearly define the main objective of your agent when interacting with customers. For example: \"Help customers find products that meet their needs\" or \"Provide technical support.\" This will guide conversations in a direct and assertive manner.\n\n> **Note:** By adding a content base, you enable your intelligent agent to respond effectively to users. Easily import essential information by dragging and dropping files, with the text automatically integrated. Additionally, you can add content directly from websites or copy and paste whatever you need into the database.\n\nTemplates are pre-built flows with specific purposes, divided into three categories: support, integrations, and sales. When you click on any of the cards related to a template category, a pop-up will appear detailing its general use.\n\n> **Note:** If you choose to use one of the templates, click on the tab and select one from the options we have available.\n\nClick \"Finish\" to proceed.\n\nClick \"Start\" and explore all the features available on the Weni Platform. Make the most of it!\n\n### Overview\nAs a community, Weni is built by its users and collaborators! Therefore, the Profile section allows you to manage your account and view all your intelligences.\n\nBelow, you will learn how to manage your account on Weni.\n\n#### Edit Profile\nTo access the Profile page, go to the home page and click the icon in the top right corner of the screen.\n\n![Profile menu icon](https://cdn.statically.io/gh/vtexdocs/help-center-content/refs/heads/main/docs/en/tutorials/vtex-cx-platform/vtex-cx-platform-overview/profile_1.png)\n\nBy clicking the icon on the left, select **Profile**. In this section, you can edit your **first name**, **last name**, and **contact** information, as well as change your password if necessary. You can also upload a **profile picture**. Enter your changes and click **Save Changes**, and the information will be updated.\n\n![Profile edit form](https://cdn.statically.io/gh/vtexdocs/help-center-content/refs/heads/main/docs/en/tutorials/vtex-cx-platform/vtex-cx-platform-overview/profile_2.png)\n\n#### Tap password\nTo change your Weni account password, follow the steps below:\n\n![Change password section](https://cdn.statically.io/gh/vtexdocs/help-center-content/refs/heads/main/docs/en/tutorials/vtex-cx-platform/vtex-cx-platform-overview/profile_3.png)\n\n1. Go to the Profile page\n2. Click New password\n3. Enter your new password, then confirm.\n\n#### Reset Password\nYou can also reset your password!\n\nGo to the home page > Forgot Password and enter your email.\n\n![Forgot password page](https://cdn.statically.io/gh/vtexdocs/help-center-content/refs/heads/main/docs/en/tutorials/vtex-cx-platform/vtex-cx-platform-overview/profile_4.png)\n\n![Reset email sent](https://cdn.statically.io/gh/vtexdocs/help-center-content/refs/heads/main/docs/en/tutorials/vtex-cx-platform/vtex-cx-platform-overview/profile_5.png)\n\n> Note: An email will be sent, and you will be able to change your password.\n\n### Permission System\nWithin the Weni platform, you can manage different permissions for each user, divided into two groups:\n\n#### Organization Permissions\nThese permissions can be set during the organization creation stage or at any time by using the icon located in the upper right corner within the organization. The organization permissions will apply to all projects within it.\n\n![](https://cdn.statically.io/gh/vtexdocs/help-center-content/refs/heads/main/docs/en/tutorials/vtex-cx-platform/vtex-cx-platform-overview/weni-permission-system_1.png)\n\nCurrently, there are 3 types of permissions:\n\n- **Administrator**: Has full access to the platform and permission to add new members.\n- **Financial**: Has access only to the billing area.\n- **Contributor**: Has permission to create new projects and edit content.\n\n![](https://cdn.statically.io/gh/vtexdocs/help-center-content/refs/heads/main/docs/en/tutorials/vtex-cx-platform/vtex-cx-platform-overview/weni-permission-system_2.png)\n\n#### Project Permissions\nIt is also possible to assign permissions to a specific project, without granting access to the entire organization. To access these options, simply click on the \"Manage Members\" option located in the upper right corner of the specific project.\n\n![](https://cdn.statically.io/gh/vtexdocs/help-center-content/refs/heads/main/docs/en/tutorials/vtex-cx-platform/vtex-cx-platform-overview/weni-permission-system_3.png)\n\nA new screen will open, displaying all the project's collaborators. Here, you can add, remove, and change the permissions of each project member individually.\n\n![](https://cdn.statically.io/gh/vtexdocs/help-center-content/refs/heads/main/docs/en/tutorials/vtex-cx-platform/vtex-cx-platform-overview/weni-permission-system_4.png)\n\nIn total, we have 4 permissions, divided into 2 groups:\n\n**General Project Permissions**\n\n- **Moderator**: Manages project members and oversees the project.\n- **Contributor**: Can edit the project.\n- **Viewer**: Can only view the project.\n\n**Chat Module Permissions**\n\n- **Human Service**: Handles customer interactions in Weni Chats.\n\n### Getting Started - Creating Your Project\n\nDuring the registration and login step, you already created your first organization and project. To add a new organization, simply click on \"Create Organization\" button.\n\n![Create Organization](https://cdn.statically.io/gh/vtexdocs/help-center-content/refs/heads/main/docs/en/tutorials/vtex-cx-platform/vtex-cx-platform-overview/create-project_1.png)\n\nHere, you will need to enter the following information:\n\n![Organization Form](https://cdn.statically.io/gh/vtexdocs/help-center-content/refs/heads/main/docs/en/tutorials/vtex-cx-platform/vtex-cx-platform-overview/create-project_2.png)\n\n1. Organization Name: This will be the name that appears on the home screen.\n2. Description: A brief description of your team and activities.\n3. Project Name: The name you will assign to your project to differentiate and organize it.\n4. Next\n\nAfter filling in the fields above, click the \"Next\" button and proceed to the next step to create your project. You can choose between creating a custom agent or using a template. To start by creating an agent, simply fill in the following fields:\n\n![Agent Creation Form](https://cdn.statically.io/gh/vtexdocs/help-center-content/refs/heads/main/docs/en/tutorials/vtex-cx-platform/vtex-cx-platform-overview/create-project_3.png)\n\n1. Agent Name;\n2. Goal;\n3. Content (Optional).\n\n> **Note:** Clearly define the main objective of your agent when interacting with customers. For example: \"Help customers find products that meet their needs\" or \"Provide technical support.\" This will guide conversations in a direct and assertive manner.\n\n> **Note:** By adding a content base, you enable your intelligent agent to respond effectively to users. Easily import essential information by dragging and dropping files, with the text automatically integrated. Additionally, you can add content directly from websites or copy and paste what you need into the database.\n\n**Templates** are pre-built flows with specific purposes, divided into three categories: support, integrations, and sales. When you click on any of the cards related to a template category, a pop-up will appear detailing its general use.\n\n![Templates](https://cdn.statically.io/gh/vtexdocs/help-center-content/refs/heads/main/docs/en/tutorials/vtex-cx-platform/vtex-cx-platform-overview/create-project_4.png)\n\nChoose between creating a personalized agent or using a template to complete the final step of your project. Dóris will appear on your screen, indicating that your project was successfully created. See the image:\n\n![Project Created](https://cdn.statically.io/gh/vtexdocs/help-center-content/refs/heads/main/docs/en/tutorials/vtex-cx-platform/vtex-cx-platform-overview/create-project_5.png)\n\nAfter following the steps to create an organization and project, you can start **adding your team** by configuring permissions.\n\n> **Note:** People added to the organization will have access to all projects created within it.\n\n> **Note:** To learn more about the permissions' system, click here.\n\nAdd members to your organization by clicking the dropdown menu and then \"Manage Members.\" See the image:\n\n![Manage Members](https://cdn.statically.io/gh/vtexdocs/help-center-content/refs/heads/main/docs/en/tutorials/vtex-cx-platform/vtex-cx-platform-overview/create-project_6.png)\n\n(1)Enter the email of the person you wish to invite and click \"Add\" (1). Set the permission (2) for each person as needed. Once you're done, you can click the \"Add\" button.\n\n![Add Members](https://cdn.statically.io/gh/vtexdocs/help-center-content/refs/heads/main/docs/en/tutorials/vtex-cx-platform/vtex-cx-platform-overview/create-project_7.png)\n\nThe members you add will receive an invitation email to join the organization. See the image:\n\n![Invitation Email](https://cdn.statically.io/gh/vtexdocs/help-center-content/refs/heads/main/docs/en/tutorials/vtex-cx-platform/vtex-cx-platform-overview/create-project_8.png)\n\n> **Note:** To learn more about the permissions' system, click [here](/en/docs/tutorials/weni-permission-system).\n\nAfter creating your organization, project, and adding your team members, you'll be ready to fully leverage the potential of the Weni Platform.\n\nCurrently, the platform is available in Portuguese, English, and Spanish. In this guide, we will show you how to select your preferred language.\n\n### How to change the language\n\n1. When you log into the platform, click on the settings button located in the upper right corner of the screen, as shown in the image. By clicking on it, you will have the option to switch between languages.\n\n![](https://cdn.statically.io/gh/vtexdocs/help-center-content/refs/heads/main/docs/en/tutorials/vtex-cx-platform/vtex-cx-platform-overview/changing-the-platform-language_1.png)\n\n2. Within the project screen, you can also change the platform's language. Simply click on the settings button located in the upper right corner of the screen, as shown in the image. By clicking on it, you will have the option to switch between languages.\n\n![](https://cdn.statically.io/gh/vtexdocs/help-center-content/refs/heads/main/docs/en/tutorials/vtex-cx-platform/vtex-cx-platform-overview/changing-the-platform-language_2.png)\n\nBy following these steps, the interface should be updated to your preferred language. You may need to restart your browser or log out and back into the system.\n\nIt is not recommended to use browser translation extensions for the platform. Instead, use one of the platform's official languages, as using extensions may cause visual bugs.\n\nWeni Platform allows you to enable two\\-factor authentication (2FA) on your account and/or restrict access to your organization to only users who have 2FA enabled. This feature is ideal for those looking to add an extra layer of security to their project.\n\n### 1 \\- Enabling Two\\-Factor Authentication on Your Account\n\nYou can enable two\\-factor authentication on your account by clicking on your profile picture in the upper right corner of the screen \\> Account, as illustrated below:\n\n![](https://cdn.statically.io/gh/vtexdocs/help-center-content/refs/heads/main/docs/en/tutorials/vtex-cx-platform/vtex-cx-platform-overview/2-factor-authentication_1.png)\n\nOn the account settings screen, select the \"\"Privacy and Security\"\" option, enable 2FA verification, and save.\n\nFor authentication, Weni Platform uses the Microsoft Authenticator app. Download the app, then scan the QR code displayed on the screen with your phone’s camera (choose the iOS or Android option depending on your phone's operating system). Log out of the platform to validate the authentication.\n\nWhen you try to log in to Weni Platform again, you'll be asked to follow these steps:\n\n![](https://cdn.statically.io/gh/vtexdocs/help-center-content/refs/heads/main/docs/en/tutorials/vtex-cx-platform/vtex-cx-platform-overview/2-factor-authentication_2.png)\n- Open the app and scan the QR code shown on the screen;\n- Enter the one\\-time code provided by the application;\n- Save to complete the authentication configuration.\n\nGreat! If you get to this point two\\-factor authentication is now enabled for use. Each time you attempt to log in to the platform, you will be prompted to submit the verification code shown in the Microsoft Authenticator application, as illustrated below:\n\n![](https://cdn.statically.io/gh/vtexdocs/help-center-content/refs/heads/main/docs/en/tutorials/vtex-cx-platform/vtex-cx-platform-overview/2-factor-authentication_3.PNG)\n\n### 2 - Require Authentication for Your Organization\n\nTo add an extra layer of security to your organization's projects and data, you can enable two\\-factor authentication (2FA) for all users. This ensures that only users with 2FA enabled can access the organization. To do this, click the icon located on the right side of the organization's card and select \"\"Settings.\"\"\n\n![](https://cdn.statically.io/gh/vtexdocs/help-center-content/refs/heads/main/docs/en/tutorials/vtex-cx-platform/vtex-cx-platform-overview/2-factor-authentication_4.png)\n\nWithin the settings, click on the \"\"Security\"\" tab, enable two\\-factor authentication, and save.\n\n![](https://cdn.statically.io/gh/vtexdocs/help-center-content/refs/heads/main/docs/en/tutorials/vtex-cx-platform/vtex-cx-platform-overview/2-factor-authentication_5.png)\n\nAll set! Your account and organization are now more secure! It's an extra boost for you and your company to unlock human potential."}