The Complete Guide to Setting Up Your First urtwin Skill

Getting started with urtwin is simpler than most people expect. You do not need a technical background, a development team, or weeks of implementation. This guide walks you through setting up your first skill — from creating your account to watching your agent complete its first task autonomously. Most businesses are up and running in under 30 minutes.

Step 1: Create Your Account

Visit urtwin.com and sign up with your business email. You will be asked for basic company information — name, industry, and size — which helps the platform recommend the right starting skills. All new accounts begin with a 14-day free trial that includes access to all skills. No credit card is required to start.

Step 2: Choose Your First Skill

We recommend starting with the skill that addresses your most frequent manual task. For most businesses, this is one of the following: Bookings (if you schedule 10+ appointments per week), Invoices (if you process 20+ invoices per month), or Leave Management (if you have 15+ employees). The platform will suggest a starting skill based on your industry and company size, but you can choose any skill you like.

Step 3: Connect Your Channels

• WhatsApp Business: Connect your WhatsApp Business number to enable customer and employee interactions via chat
• Email: Link your business email to allow the agent to send invoices, confirmations, and notifications
• Google Calendar or Outlook: Sync calendars for booking and leave management
• Chrome Extension: Install the urtwin extension for browser-based automation tasks

Step 4: Configure Your Rules

Each skill comes with sensible defaults that work for most businesses. But you will want to customize a few things. For the Booking skill, set your available hours, appointment duration, buffer time between meetings, and which team members' calendars to check. For Invoices, upload your company logo, set payment terms, add your ZATCA credentials for e-invoicing compliance, and define your approval thresholds. The configuration interface is visual and non-technical — no coding or scripting required.

Step 5: Run Your First Task

With everything configured, trigger your first task. If you set up the Booking skill, send a WhatsApp message to your connected number: "I would like to book a meeting for next Tuesday." Watch the agent check availability, suggest slots, and confirm the booking — all within the chat. If you set up Invoices, create a test invoice by providing the agent with a client name and line items. It will generate a ZATCA-compliant invoice, format a PDF, and send it to the client via your chosen channel.

Step 6: Monitor and Refine

Your urtwin dashboard shows every task the agent has performed, with full details on what it did and why. In the first week, review the dashboard daily to ensure the agent is handling tasks the way you expect. If something needs adjustment — a different approval workflow, a modified response template, or a new business rule — make the change in the dashboard and the agent adapts immediately. After the first week, most businesses switch to weekly reviews as confidence in the agent grows.

Once your first skill is running smoothly, adding more is straightforward. Each additional skill leverages the channels and data you have already connected, so setup time decreases with each new skill. Most customers go from one skill to three within their first month, building an agent workforce that handles a growing share of their operational workload.