After deploying Jack, the setup wizard guides you through configuring your property. This conversational interface makes it easy to get started without diving into settings.
Accessing the Setup Wizard
The setup wizard appears automatically on first login. If you need to run it again, you can access it from Settings → Run Setup Wizard.
Step 1: Property Information
Jack will ask for basic information about your property:
- Property name — Your hotel or rental name
- Property type — Hotel, B&B, vacation rental, or hostel
This information helps Jack personalize responses and understand your context.
Step 2: AI Provider
Choose how Jack generates responses:
Local AI (Default)
Runs on your server using Transformers.js. Free, private, works offline. Best for: privacy-focused deployments, low message volume.
Anthropic Claude
Excellent reasoning, natural conversations. Requires API key (~$5-20/month). Best for: complex guest requests, nuanced responses.
OpenAI GPT
Fast, reliable responses. Requires API key (~$5-20/month). Best for: high volume, quick responses.
You can change your AI provider anytime in Settings → Apps → AI.
Step 3: Knowledge Base
Jack needs to learn about your property to answer guest questions accurately. The wizard offers two ways to build your knowledge base:
Option A: Website Import
Provide your website URL and Jack will automatically extract:
- Check-in/check-out times
- Room types and amenities
- Contact information
- Location and directions
- Policies (cancellation, pets, parking, etc.)
You can add multiple URLs if your information is spread across pages.
Option B: Manual Entry
If you don't have a website or prefer to enter information directly, the wizard will prompt you for essential details:
- Check-in and check-out times
- At least one room type with description
- Contact phone and email
- Property address
Tip: You can always add more knowledge later from the Knowledge Base page. The wizard just ensures Jack has the basics to start helping guests.
Step 4: Admin Account
Create your admin account to secure access to the dashboard:
- Name — Your display name
- Email — Used for login
- Password — Minimum 8 characters
This replaces the default admin account ([email protected]) which is disabled after setup.
Important: Remember your credentials! If you lose access, you'll need to reset the database or manually update the staff table.
After Setup
Once setup is complete, you'll be redirected to the login page. Sign in with your new admin account to access the dashboard.
From there, you can:
- Expand your knowledge base with more details
- Connect communication channels (WhatsApp, SMS, Email)
- Set up automations for common scenarios
- Invite additional staff members
Troubleshooting
Setup wizard doesn't appear
If you're not seeing the setup wizard on first login, check that the database was properly initialized. You may need to reset the database or check the setup_state table.
Website import not finding information
The scraper works best with well-structured websites. If import fails, try:
- Adding specific page URLs (e.g., /rooms, /contact) instead of just the homepage
- Using manual entry for missing information
- Checking that your website doesn't block bots
AI provider connection fails
Verify your API key is correct and has sufficient credits. You can test the connection in Settings → Apps → AI.