Getting Started

Welcome! This guide will help you get started and make the most of every feature available to you.

​

Getting Started

When you first log in, you’ll create a company (or organization) to get started. Think of a company as your workspace where all your AI employees, content, contacts, and campaigns live.

​

Your First Steps

1. Create Your First Company - Learn how
2. Set Up Your AI Employees - Learn how
3. Add Knowledge to Train Your AI - Learn how
4. Start Chatting with Your AI - Learn how

​

What Can You Do?

​

Talk to AI Employees

Create AI employees with different personalities and expertise, then chat with them to get help with tasks, answer questions, or brainstorm ideas.

• Chat with your AI
• Create AI Employees
• Give them work that runs on its own

​

Build Your Knowledge Base

Upload documents, websites, and files to train your AI employees. The more relevant knowledge you add, the more accurate your AI becomes.

• Knowledge Base Guide

​

Find & Enrich Contacts

Build lists of contacts, enrich them with verified emails, phone numbers, and firmographic data, and run automated per-row actions.

• Build Smart Lists
• Look up and import leads
• See unified profiles

​

Run Outreach Campaigns

Send personalized emails, LinkedIn touches, SMS, and more through multi-step sequences that nurture your leads and book meetings.

• Create Sequences
• Manage Email Inboxes
• Send a one-off broadcast

​

Create Content

Plan a strategy, research what people search for, then generate blog posts, social content, images, audio, and video — and publish on a schedule.

• Content Engine
• Find topics worth writing about
• Generate Images
• Design social graphics

​

Answer Customers Automatically

Deploy agents that answer on your website, over the phone, and in messaging apps — capturing leads around the clock.

• Create Agents
• Connect WhatsApp

​

Build Sites and Apps

Describe what you want and get a working site, landing page, or app — published to your own domain.

• Build a Website
• Create Landing Pages
• Build an App

​

Listen for Mentions

Track your brand and keywords across social platforms and AI assistants, and reply to what matters.

• Keyword Monitoring

​

Navigation Guide

After selecting a company, the sidebar groups features into collapsible sections. Every item below has a page in these docs. At the top Find & Enrich Engage Inbound Apps Your published and installed apps appear here, each opening in the main area. Settings At the bottom

The exact items you see depend on your plan and which features are enabled for your account. Some items — such as People and Admin — are limited to super users, and Websites is in beta.

​

Account & Settings

• Manage Your Companies
• Your Profile & Subscription
• Get Support

​

Need Help?

• Click Support in the sidebar to submit a support ticket
• Our team typically responds within one business day
• Include screenshots when reporting issues — it helps us help you faster

​

Quick Tips

1. Start small — create one AI employee and test chatting before building complex campaigns
2. Quality over quantity — a few well-written knowledge base documents beat many low-quality ones
3. Test your sequences — always send yourself a test before launching a campaign
4. Save your work — most changes save automatically, but click Save when you see the button
5. Use search — most pages have search to help you find what you need quickly