Let's get you set up. This takes about 5 minutes. You'll need an AI API key to continue — Anthropic, OpenAI, or Grok all work.
Bot Name
This is what your team will see. You can change it anytime from the admin panel.
AI Provider API Key
🔒 Stored only on your server — LevelUp never sees it.
Get your API key
Takes about 2 minutes
📄
Upload your documents
Upload the policies, SOPs, guides, and procedures you want Frank to know.
PDF, Word (.docx), and plain text files all work.
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Teams Live is included in your plan
Frank will index your SharePoint files and Teams channels automatically after activation. You can skip manual uploads — or add extra files below if you want.
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Drag files here or click to browse
PDF · Word (.docx) · Plain text (.txt) · Up to 20MB each
Add at least one document to continue.
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Frank is learning your documents
Sit tight — Frank is reading and indexing everything you uploaded.
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Starting...
🧪
Quick Test
Before we hand Frank over to the LevelUp team for final QA, let's make sure everything is responding correctly.
What's happening here: Frank is live and connected to your API key. Send any message — it doesn't need to be about your documents yet. We're just confirming Frank can respond before submitting for activation.
Your documents and Teams data will be fully indexed by LevelUp during the activation process.
● Frank — ready for a test message
Send at least one message to confirm Frank is responding, then submit.
🎛️
Tell Frank About Your Business
This is where Frank learns how your organisation works. The more you tell Frank here, the more useful Frank will be from day one.
What to include: Key contacts, escalation rules, things Frank should always or never say, your preferred terminology, any policies Frank should know about before the documents are loaded.
This text is added to Frank's system prompt. You can update it anytime from your admin panel.
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Connect Your Channels
Frank can talk to your team via web chat, Messenger, and WhatsApp. Connect Microsoft Teams to index your files and channel messages. Web chat is always on.
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Web Chat
Embedded on your website or internal portal. Always included.
✓ Active
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Facebook Messenger
Customers message your Facebook Page — Frank replies instantly.
Open your app (or create one: My Apps → Create App → Business)
In the left sidebar: Messenger → Settings
Under Access Tokens → select your Facebook Page → click Generate Token
Copy the token and paste it below
✓ Token verified —
Frank is authorised to send messages from your Page.
Step 2 — Connect the webhook
In Meta Developer → Messenger → Settings → Webhooks
Click Add Callback URL and paste this URL:
For Verify Token, paste this:
Click Verify and Save in Meta — then click Done below
✅
Messenger connected
Frank will reply to messages sent to your Facebook Page.
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Microsoft Teams Live INCLUDED IN YOUR PLAN
Frank indexes your Teams channels + SharePoint files. Ask questions about anything in your tenant.
✅ Teams Live is included in your plan.
The LevelUp team will connect Frank to your Microsoft 365 environment as part of the activation process. You'll receive instructions by email — no technical setup required on your end.
Typical turnaround: 1 business day after activation approval.
Frank will index SharePoint files and channel messages from this team.
Channels to index:
✅
Teams connected —
Frank will index your SharePoint files and channel history. Indexing starts after activation.
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WhatsApp Business
Coming soon — Frank on WhatsApp for your customers.
Coming Soon
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Connect Teams Live
Your IT admin registers a read-only app in your own Azure tenant. You control it — revoke access anytime by deleting the app.
Why your own app? Frank's credentials live in your Azure tenant, not ours. You can revoke access instantly without contacting LevelUp. Enterprise-grade by default.
No IT department? LevelUp can handle the Azure setup for you as a one-off service.
Book a 30-min setup call →
STEP 1 — Register a read-only app in Azure
portal.azure.com → Azure Active Directory → App registrations → New registration
Name: Frank Bot
Supported account types: Accounts in this organisational directory only
Click Register — note the Application (client) ID and Directory (tenant) ID
STEP 2 — Add 4 read-only API permissions
API permissions → Add a permission → Microsoft Graph → Application permissions. Add exactly these: