Quickstart
Set up RogerIQ for a support team and install the customer-facing widget.
Quickstart
This path gets a new RogerIQ project to a useful baseline: project, agent mode, knowledge, email, widget, and first test conversation.
Create or choose a project
Open the dashboard and create a project for the product or support queue you want RogerIQ to manage.
txthttps://rogeriq.com/dashboard
Choose an agent mode
In Agent, start with Copilot for most teams. Copilot drafts replies for review. Move to Autopilot only after knowledge, guardrails, and confidence thresholds are tuned.
Add knowledge
Crawl your public docs or website from Knowledge Base. RogerIQ indexes published articles and uses them for search, citations, and AI answers.
Connect email
Use Settings -> Email to configure your public support address and sending domain. A verified sending domain is required before RogerIQ can send customer-facing email reliably.
Install the widget
Paste the hosted script on your site and initialize it with your project ID.
html<script> window.RogerIQReadyQueue = window.RogerIQReadyQueue || []; window.RogerIQ = function () { window.RogerIQReadyQueue.push(Array.from(arguments)); }; RogerIQ("init", { projectId: "prj_..." });</script><script async src="https://api.rogeriq.com/widget/v1/rogeriq.js"></script>
Send a test conversation
Open the widget, search for a known article, then send a message. Confirm the conversation appears in Inbox with the correct contact and page context.
Recommended First Settings
| Setting | Recommended starting point |
|---|---|
| Agent mode | copilot |
| Tone | Friendly or professional |
| Confidence threshold | Start conservative, then lower only after test runs pass |
| Widget mode | neutral |
| Widget docs search | Enabled |
| Widget messaging | Enabled |
| Previous messages | Enabled if your site handles returning users |
| Secure mode | Enable when customer email identity affects account data or history |
First API Call
Create or upsert a contact with an API key from Settings -> Advanced -> API Keys.
bashcurl https://api.rogeriq.com/api/v1/projects/prj_123/contacts \ -H "Authorization: Bearer riq_your_key" \ -H "Content-Type: application/json" \ -d '{ "email": "ada@example.com", "name": "Ada Lovelace", "external_id": "cus_123", "metadata": { "plan": "pro" } }'
The dashboard uses cookie-authenticated internal APIs. Public API keys are for /api/v1 resources such as conversations, messages, contacts, and webhooks.