Get Started Wizard
An AI-guided onboarding flow that helps new merchants set up their business, brand, hardware, and first payment in minutes.
Overview
The Get Started wizard is an agentic, chat-style assistant that walks new merchants through everything needed to take their first payment. Instead of clicking through dozens of settings screens, you have a guided conversation that configures the portal for you.
Progress Tracker
A progress bar at the top tracks how far through setup you are. As you complete each step, the bar fills toward 100% and you’ll see encouraging milestones (e.g. “Almost there!” once you pass 75%).
What the Wizard Sets Up
The wizard typically covers:
- Business profile — merchant name, contact details, and merchant type (in-store, online, or omnichannel)
- Auto-branding — enter your website and the AI scrapes it to generate a colour palette, logo, and font choice for your branded checkout
- First store — set up the first physical or online location
- Terminal pairing — scan a QR code on a terminal to register it instantly, no manual setup required
- Test transaction — run an automatic 1 kr void/test charge to confirm everything works end-to-end
Manual Configuration
If you prefer to skip the conversation and configure things yourself, click Configure manually at the bottom — you’ll be sent straight to the dashboard, where every section is available from the sidebar.
You can also click Skip onboarding to dismiss the wizard entirely. You can always return to it from the Get Started entry in the sidebar.
Completion
When all steps are done, a celebration screen confirms “You’re all set!” and drops you on the dashboard, ready to start taking real payments.
Why Use the Wizard?
- Faster setup — typical merchants are live in under 10 minutes
- No guesswork — the wizard asks for exactly what’s needed at each step
- Self-service — no calls to support required
- Branded out of the box — AI-generated branding means your checkout looks like your business from the very first transaction