Get Started With AI Manager-Guided Setup
AI Manager guides you through setting up a workflow for your business. You provide the business information, review the proposed settings and check the result before relying on it.
Before you start
- Sign in as an Owner or Admin to use the guided setup.
- Prepare your services, prices, common questions and business rules.
- Have any relevant menus, price lists or other business materials ready.
- If your workflow needs a messaging channel, make sure you can access its account and complete the provider's connection steps.
Set up your workflow
- Choose the use case that best matches what you want to achieve on the setup welcome screen.
- Answer AI Manager's questions. Correct any misunderstanding before continuing.
- Review the proposed instructions and settings. When offered Apply or Skip, choose whether to apply the changes.
- Follow the remaining tasks in your setup checklist.
- Test the behaviour before using it with customers.
The checklist depends on your chosen use case. A workflow for analysing conversations does not need the same steps as an AI Employee that replies to customers. Follow the progress shown in your account rather than expecting a fixed number of steps.
Connect and check customer replies
For a workflow that replies to leads, follow the channel-connection step and make sure the channel is routed to the intended AI Employee with AI replies enabled.
Send a real test message through that channel and check the answer. Simulator messages are useful for preparation, but do not replace this real-channel check. Follow the diagnosis step when it appears to review the conversation.
Return to setup or start another workflow
You can return to an unfinished setup and continue from its current progress. An existing company may be offered guided setup too. Accepting that invitation prepares a new AI Employee rather than rewriting the one already answering your customers.
Need human help?
Self-Serve setup does not include complimentary expert hours unless these are expressly included in your agreement. Contact the team if you need help choosing an implementation service.
For manual reference instructions, see the New User Onboarding Guide. For trial billing, read How the 14-Day Free Trial Works.