Getting started

Overview

Cheqq gives you one workspace for conversations, the Wapps and automations Cheqq builds with you, the artifacts it makes, and your files. Start with a small outcome you can check, then expand once the result is right.

Keep your first project small

Choose an outcome you can verify without important or sensitive data. Expand the Wapp after the first result behaves as expected.

Set up your account and workspace

Confirm your email address using either the link in the confirmation email or the 6-digit code printed alongside it — enter the code on the check-email page if clicking through from your mail client is awkward.

The first time you sign in, a short wizard asks three things: your name, the work you'd hand over first (invoices, leads, orders, bookings, posts and so on) and which describes you best. From those it suggests up to three starter Wapps built for that work, the best fit marked Recommended: someone who runs a restaurant and hands over orders gets the whole Restaurant system, a freelancer chasing invoices gets Invoicing. Each comes with sample records and automations that are ready to switch on.

Below the suggestions, tell Cheqq anything specific in your own words, such as "we chase late invoices every Friday". You land inside the Wapp you picked, with its Getting started on show, and Cheqq starts on what you wrote right away in the Wapp's chat. Pick None of these instead and describe what you need: you land in the main chat and Cheqq starts building it. If you typed something into the prompt box on cheqq.ai before signing up, it's already filled in. The browser's Back steps to the previous question without losing your answers.

If you signed up to copy something someone shared — a Wapp, a workflow, an artifact or a conversation — the wizard leaves out the starter Wapp. What you came for is made in your workspace as soon as you arrive.

The Setup guide has three steps that end with Cheqq doing real work for you: Add your first real record (the sample records don't count), Switch on an automation and Connect an app you use. Each ticks itself off when it's done. When you're ready holds the extras: add your brand, invite a teammate and install the browser extension. The close button tucks the guide into the toolbar as a small progress button, and Dismiss hides it for good.

Take a tour

Three guided tours walk the surface you're on — the home shell, a Wapp workspace, and the workflow editor. The workflow tour points at the trigger and its own switch, the workflow switch, Run now with Dry run inside its menu, and the agent panel you make changes from. On a phone, each tour points at what a phone actually shows: the menu button, a Wapp's dashboards and collections strip, its More menu, the ask bar, and the workflow's run and agent buttons.

Replay any tour later from the Help menu in the sidebar, or on a phone from Take a tour of this page in the menu. Help is also where Report a problem lives (it's in your user menu too): it sends a note from inside the app with the page you were on attached, and your address on it so a reply reaches you.

Find your way around

The sidebar's main navigation takes you to:

New chat for a fresh conversation with Cheqq.
Wapps for every Wapp in your workspace.
Automations for workflows that can run repeatedly.
Apps for the public sites you've built from your Wapps.
Artifacts for everything Cheqq has made for you — pages, documents, decks, spreadsheets and more. See Artifacts.
Store for ready-made Wapps you can install, starting with Industries: complete systems for an agency, a restaurant, rentals, or a clinic.
Files for the files your workspace shares.

Help holds the docs, the tour for the page you're on, and Report a problem. Your user menu, at the bottom of the sidebar, holds Settings, Integrations, the docs, Report a problem, and Log out. Settings and Integrations open over the page you're on, so closing them puts you back where you were.

Below the navigation, Installed Wapps lists your Wapps and Recent chats lists your conversations. Select a section's header to fold it away, Show all under it to open the full list over the sections below, or drag its bottom edge to give it more room. The arrow on the Installed Wapps header opens the full Wapps page, and + beside it creates a new Wapp.

Pin what you use most

Four kinds of things pin to the sidebar, each into its own section:

Wapps and conversations — hover one in the sidebar and select the pin beside it. A pinned Wapp moves into Pinned Wapps, just above Installed Wapps; a pinned conversation moves into Pinned chats, just above Recent chats.
Automations — open one and select the pin beside its name (Pin to the sidebar). It appears under Pinned automations.
Artifacts — choose Pin from an artifact's menu. It appears under Pinned artifacts.

A pinned item keeps its pin lit, and selecting it again unpins it.

Collapse the sidebar to a narrow rail when you want the room; the same destinations stay available as icons, with your recent chats one button below New chat. Opening a Wapp, an automation, the App builder or an artifact tucks the sidebar away to give the work the full width, and it comes back when you leave.

Back and Forward

The browser's Back button goes where you'd expect:

It closes whatever covers the page first — the chat sheet on a phone, a workflow step's sheet, the document editor, an open file, or an artifact open over a Wapp — before it leaves the page. With unsaved changes in the document editor, it asks first.
It steps back through the tabs of Settings, Integrations and a Wapp, the collections, views and records you opened inside a Wapp, and the conversations you switched between in a Wapp, workflow or App chat.
It returns to a new chat you'd started, rather than a blank page.
It never lands on something you've deleted.
Lists such as Files, Artifacts, notifications and a workflow's runs keep their filters when you come back to them.

Picking a model your plan doesn't include, or selecting Connect on a workflow step that needs a key, opens Settings over the page — the draft you were writing and the workflow you were editing stay exactly as they were.

On a phone

Cheqq runs in your phone's browser, laid out for one, and installs to your home screen from Safari or Chrome. The menu button at the top left opens the same places the sidebar lists, with your recent conversations under them; New chat sits at the top right. Chats open as a sheet over what you're looking at, and a collection's grid opens as a table you can switch to cards.

See Cheqq on your phone for everything that changes on a small screen.

Complete a first task in chat

Select New chat.

Choose Ask for an answer without actions, Plan for a reviewable implementation plan, or Agent (the default) for Cheqq to work with available tools.

Describe the outcome and include the context that would change the result.

Answer any plan or clarifying question Cheqq brings back. In Agent mode, Cheqq runs its tools without asking (Auto); to approve each tool call yourself, choose Manual under Approvals in the mode menu.

Check the result in the relevant Wapp, Automation, File, or connected service.

Start from your kind of business

If you run an agency, a restaurant, rentals or a practice, a business system from the Store's Industries tab is the quickest start. It arrives with the records, automations, forms and portals that business needs, and a Getting started list that sets it up with you, one question at a time. See Set up a business system.

Build your first Wapp

Select + (Create new Wapp) on the Installed Wapps header in the sidebar.

Enter a name (its slug is generated from this and can't change later) and an optional description of the outcome the Wapp should produce.

Review the structure Cheqq proposes and answer any clarifying questions.

Test the Wapp with a small example before adding important data or automations.

Read Manage a Wapp when you are ready to work in its focused workspace, including publishing it as a public App later.

Connect your first integration

Open your user menu at the bottom of the sidebar and select Integrations.

Choose the service you want Cheqq to use and select Connect.

Complete the provider's authorization popup, or the connection form Cheqq shows for API-key and MCP integrations.

Return to Cheqq and confirm the integration shows as Connected.

Only grant the access needed for the work you intend to run. Continue with the Integrations guide.

Build from a plan

Plan mode returns a reviewable plan inline in the conversation. When it's right, select Implement this plan to switch the conversation to Agent mode and start the work as a tracked task list.

Where to go next

Once the basics feel familiar, open Artifacts to work with the pages, documents and decks Cheqq makes, share or remix what you've built, and explore Mailhooks for email-triggered workflows, the document editor for Markdown and skill files, and the Companion extension for browser-aware chat and workflows. Or learn how chat modes differ and what Wapps are in more depth.