> For the complete documentation index, see [llms.txt](https://docs.salesmonk.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.salesmonk.ai/agent-setup/basics.md).

# Basic setup

This section covers all the setup you should do before you start talking to visitors.

{% hint style="warning" %}
It's highly recommended to do all these steps to ensure that your visitors want to talk to you!
{% endhint %}

## Enabling visitor chat

<figure><img src="https://3225205723-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fp0xwiIzxYv8XOC8VVS7i%2Fuploads%2FaZTaRtsJHUcjL44Ly9gP%2FScreenshot%202026-02-13%20at%202.58.45%E2%80%AFPM.png?alt=media&amp;token=512612c4-6cf6-47dd-ba78-ffb745bd0cef" alt=""><figcaption><p>Settings > Chat Settings</p></figcaption></figure>

On [this page](https://app.saasmonk.ai/settings) within your dashboard, make sure you -

1. **Turn on user visibility**: if you ever intend on chatting with visitors via Slack or the dashboard, this needs to be on! This ensures your profile image shows up publicly.
2. **Set a default chat greeting**: you can update the default greeting that gets sent through the "Greet Visitor 👋" button on Slack. *Tip: make it as non-robotic as you can for more engagement*
3. **Set a message for your bio**: this can just be your job role, or something to put a smile on your visitor's face :wink:

## Updating your profile picture

Your profile picture will be visible in the chat widget to your website visitors. Putting a face to your name really helps in their confidence of you being a real person!

{% hint style="info" %}
Be sure to upload an image that shows your face prominently
{% endhint %}

{% embed url="<https://scribehow.com/embed/How_to_update_your_profile_picture_on_SaaSmonkai__0d63wz2xQMWl5o4twG0eOw?as=scrollable&skipIntro=true>" %}
