Create your first line
This guide is about the first real setup pass, not about polishing.
Your goal is simple:
- define what the line is for
- define what it should know
- define how it should speak
- publish the URL you will actually use
Before you start
Section titled “Before you start”Have these ready:
- the name the line represents
- the slug you want to keep
- the source text the line should rely on
- a short statement of scope: what this line handles and what it does not
For Chatline, the line works best when it is narrow enough to be trusted.
Step 1: Create the line
Section titled “Step 1: Create the line”In the dashboard, create a new line and fill in the basics:
- Name: what visitors will see
- Slug: the public path in
chatline.ai/a/your-slug - Description: an internal note for your own reference
Pick a slug you can live with. It becomes part of the public surface.
Step 2: Decide what this line is for
Section titled “Step 2: Decide what this line is for”Before adding content, write one sentence for the line’s role.
Examples:
- “This line handles booking, press, and partnership inquiries.”
- “This line explains the release, routes serious requests, and captures contact context.”
- “This line is the first public conversation for talent-related inbound.”
If you cannot define the role clearly, the line will feel vague in practice.
Step 3: Add source material
Section titled “Step 3: Add source material”The knowledge base is the line’s working source material.
Put in the text you would otherwise keep typing:
- approved FAQ
- booking rules
- pricing facts
- release or campaign context
- routing rules
- things the line should refuse or defer
Good source material is factual, current, and scoped.
Bad source material is vague, outdated, or overloaded with things the line should never try to answer.
Step 4: Set tone and boundaries
Section titled “Step 4: Set tone and boundaries”Now define how the line should speak and where it should stop.
You are not writing poetry here. You are briefing an operator-facing surface.
Useful instruction types:
- role: who the line represents
- tone: calm, direct, polished, warm
- boundaries: what it must not invent or promise
- fallback: what it should do when the request needs a human decision
If a topic carries legal, sponsorship, campaign, or reputation risk, say so explicitly in the instructions.
Step 5: Write the greeting
Section titled “Step 5: Write the greeting”The greeting should do three things:
- identify the line
- explain what it handles
- invite the first question
Keep it short. Visitors should know where they are and what to ask within a few seconds.
Step 6: Test before publishing
Section titled “Step 6: Test before publishing”Preview the line and test the questions you expect in real traffic.
Look for:
- weak answers
- missing facts
- answers that sound too generic
- unclear routing
- overreach outside the line’s scope
The first pass does not need to be perfect. It does need to be honest and coherent.
Step 7: Publish the URL
Section titled “Step 7: Publish the URL”Once the line is coherent:
- publish it
- copy the URL
- start using it where those questions already happen
That is the real start of the product. Not the setup screen. The moment you start sending the line instead of typing.
A better first-line strategy
Section titled “A better first-line strategy”Start with one line that has one job.
Good:
- one line for booking and partnerships
- one line for a launch
- one line for audience FAQ
Bad:
- one line for every possible question from every possible audience
The narrower the first job, the faster you learn.