---
url: https://docs.oakmega.com/en/guide/getting-started/quickstart.md
description: >-
  New to OakMega? Connect your LINE Official Account to your workspace, try the
  default chatbots, create your first tag, then build a chatbot that replies to
  a keyword and tags the friend who sent it. Finally, check in Member Management
  that the tag was really applied.
---

By the end of this page, your workspace is connected to your LINE Official Account. When a friend sends "New product" in LINE, they get an automatic reply and are tagged "Interested in New Products", so later you can message only the people who care about new products. It takes about 30 minutes, half of which is connecting LINE.

## Before you begin

* **You need a workspace.** If you don't have one yet, first [create a workspace with an invite code](https://docs.oakmega.com/en/guide/getting-started/create-workspace.md).
* **You need admin access to your LINE Official Account** and must be able to sign in to the [LINE Developers Console](https://developers.line.biz/console).
* Connecting LINE, tags and chatbots, the features used on this page, are available on **every plan**.

The example below uses the skincare brand "Sunleaf". Every step was actually done in the OakMega manual demo workspace.

## What a new workspace starts with

When a workspace is created, the system sets up two LINE chatbots that start working as soon as LINE is connected. The table below shows what they contain when the workspace is created in a language other than Chinese (Chinese workspaces get a Chinese version):

| Chatbot | Where | When it replies | Reply |
|---|---|---|---|
| Welcome Message | Basic chatbots › Welcome message bots | Someone adds your LINE Official Account as a friend | Welcome, (the friend's LINE name)! |
| My First Chatbot | Keyword chatbots › Default Folder | A friend's text **equals** "My First Chatbot" | This is a default template. |

You can edit both chatbots right away, or turn them off if you don't need them.

## 1. Connect your LINE Official Account

Click **Settings** in the navigation bar, choose **Communication Platform Settings**, click **Start connection** in the LINE section and follow the on-screen steps across the LINE Official Account Manager and the LINE Developers Console. For all 14 steps, see [Connect a LINE official account](https://docs.oakmega.com/en/guide/platforms/connect-line.md).

Once connected, the LINE section lists your official account with **Messages sent this month**, **Remaining messages this month** and the **Account join URL**.

![The Communication Platform Settings page: the LINE section lists the official account OakMega 手冊示範 @254cqmke with Messages sent this month 12, Remaining messages this month 188 and the Account join URL; Facebook & Instagram and Every8d below are not connected yet](https://docs.oakmega.com/en/guide/getting-started/images/quickstart-01-platform.png)

## 2. Try the default chatbots

First make sure LINE is working: add your own official account as a friend on your phone and send "My First Chatbot" in the chat.

* When you add the friend, you receive "Welcome, (your LINE name)!".
* After you send "My First Chatbot", you receive "This is a default template."

If both arrive, OakMega is already replying on behalf of your official account. If they don't, see [A chatbot isn't replying](https://docs.oakmega.com/en/troubleshooting/chatbot-not-replying.md).

Under **LINE › Chatbot**, click **Default Folder** to find this chatbot. The image below is a newly created workspace: Default Folder holds only "My First Chatbot", its status is on, and its trigger keyword is also "My First Chatbot".

![Default Folder in the chatbot list: one chatbot "My First Chatbot" with Chatbot Status on, Trigger Event Text Message and Trigger Keywords My First Chatbot; AI Generate, Display Fields and Add at the top right](https://docs.oakmega.com/en/guide/getting-started/images/quickstart-02-default-bots.png)

## 3. Create your first tag

Tags are how OakMega groups friends: posting articles, setting up Richmenus and assigning conversations to agents can all target "only people with a certain tag". Start with one called "Interested in New Products":

1. Click **Member & Tag** in the navigation bar and choose **Tag Management**.
2. Click **Add** at the top right.
3. Set **Tag Name** to "Interested in New Products", set **Select Folder** to "Default Folder", and keep **Strength Tag** as the type.
4. Click **Add**.

![Add Tag dialog: Tag Name Interested in New Products, Select Folder Default Folder, Strength Tag selected as the type, Cancel and Add at the bottom right](https://docs.oakmega.com/en/guide/getting-started/images/quickstart-03-new-tag.png)

A **Strength Tag** stays in effect once applied and records a strength. An **Expiry Tag** is removed automatically after the time you set, which suits short-term behavior such as "asked in the last 7 days". For the difference between them and the Free plan's limits, see [Create and manage tags](https://docs.oakmega.com/en/guide/members/tag-management.md).

## 4. Build an auto-reply that applies a tag

Next, build a chatbot: when a friend sends "New product", it replies with the launch details and applies the tag you just created.

1. Under **LINE › Chatbot**, click **Default Folder**, then click **Add** at the top right.
2. Set **Chatbot Name** to "New product inquiry" and keep **Chatbot Status** on.
3. In **Trigger Keyword (Equals)**, type "New product" and press Enter to add it.
4. Scroll down to **Tag Settings** and choose "Interested in New Products" under **Trigger Add Tag**.
5. Switch to the **Edit Message** tab, click **Text** and enter the reply.
6. Click **Save** at the top right.

The image below is the lower half of the chatbot settings: **Trigger Keyword (Equals)** is "New product", **Trigger Environment** is **Bot** (one-on-one chats with LINE friends), and **Trigger Add Tag** is "Interested in New Products".

![Chatbot settings: Trigger Keyword (Equals) New product, Trigger Keyword (Contains) empty, Trigger Environment Bot, Trigger Add Tag Interested in New Products, Trigger Remove Tag empty](https://docs.oakmega.com/en/guide/getting-started/images/quickstart-04-chatbot.png)

The image below is the text message added on the **Edit Message** tab: "Thanks for asking! Sunleaf's new Dawn Serum launches on Oct 15. We'll let you know the moment it's out."

![Edit Message tab: Message 1/5, one text message reading Thanks for asking! Sunleaf's new Dawn Serum launches on Oct 15. We'll let you know the moment it's out.](https://docs.oakmega.com/en/guide/getting-started/images/quickstart-05-reply.png)

**Equals** triggers only when the friend's text is exactly the keyword. **Contains** triggers whenever the message includes the word, so "When is the new product out?" would trigger it too. Start with Equals; it's less likely to reply by mistake. For the other settings (trigger period, weekly active hours, limit tags), see [Set up a LINE chatbot](https://docs.oakmega.com/en/guide/chatbot/line-chatbot.md).

## 5. Check on your phone

On your phone, send "New product" in the official account's chat, and you'll receive the reply you just set up. The image below is a mockup drawn from the actual chatbot settings: first sending "My First Chatbot" returns the default "This is a default template.", then sending "New product" returns the New product inquiry reply.

![LINE chat on a phone: sends My First Chatbot and receives This is a default template.; then sends New product and receives Thanks for asking! Sunleaf's new Dawn Serum launches on Oct 15. We'll let you know the moment it's out.](https://docs.oakmega.com/en/guide/getting-started/images/quickstart-06-member-1phones.png)

Back in OakMega, go to **LINE › Member Management** and click your own name. Under **Tag Info** in **Member Data** on the right, you'll see "Interested in New Products". In Tag Management, the **Total Number of Tagged People** for "Interested in New Products" also becomes 1.

![Member Data on the right of LINE Member Management: the first tag on the Tag Info tab is Interested in New Products, followed by tags this test friend received in other demos](https://docs.oakmega.com/en/guide/getting-started/images/quickstart-07-member-tag.png)

## What you can do next

Once people are tagged, you can do more for that group:

| What you want to do | Feature | See |
|---|---|---|
| On launch day, notify only people tagged "Interested in New Products" | Tag filter in Post Article | [Post articles to LINE friends](https://docs.oakmega.com/en/guide/messages/friend-broadcast.md) |
| Let friends ask about new products with a button instead of typing | Richmenu | [Set up LINE Richmenus](https://docs.oakmega.com/en/guide/messages/richmenu.md) |
| Hand friends who want a real person over to an agent | Chatbot's transfer to agent, Service Center | [Your first week with Service Center](https://docs.oakmega.com/en/recipe/service-center-first-week.md) |
| See more ready-to-follow setups | Recipes | [Give new friends a pass and tag them when they join](https://docs.oakmega.com/en/recipe/new-friend-coupon-and-tag.md) |

## FAQ

### I sent the keyword but got no reply

Check that the chatbot status is on, that the keyword has no extra spaces, and that you're in a one-on-one chat (with the trigger environment set to **Bot**, it doesn't trigger in LINE groups). For other causes, see [A chatbot isn't replying](https://docs.oakmega.com/en/troubleshooting/chatbot-not-replying.md).

### I got the reply, but the tag wasn't applied

Make sure a tag is selected under **Trigger Add Tag** and that you clicked **Save**. The tag count can take a few seconds to update; see [A member didn't get tagged](https://docs.oakmega.com/en/troubleshooting/tag-not-applied.md).

## Next steps

* [Connect a LINE official account](https://docs.oakmega.com/en/guide/platforms/connect-line.md)
* [Create and manage tags](https://docs.oakmega.com/en/guide/members/tag-management.md)
* [Set up a LINE chatbot](https://docs.oakmega.com/en/guide/chatbot/line-chatbot.md)