Getting Started

When you first sign up, you'll go through a quick setup wizard. This is where you tell us about your company so we can customize everything for you.

1. Company info — Enter your company name, website, and industry. If you provide a website, we'll automatically read it to learn your brand voice.
2. Industry questions — Based on your industry, we'll ask a few specific questions (services you offer, tools you use, biggest bottleneck). These help us prioritize the right workflows for you.
3. Connect tools — Connect your email, CRM, or other tools. You can always add more later in Settings → Integrations.
4. Review — Review what we found from your website (brand voice, services, description). Edit anything that doesn't look right.

Connecting your email unlocks the email pipeline — incoming emails are automatically classified, and the system suggests workflow responses you can approve with one click.

1. Go to Settings → Integrations
2. Click Connect next to Gmail or Outlook
3. Authorize access in the popup window
4. Your inbox will start populating within 2-4 minutes

Your email data is never shared with other tenants and is never used to train any model. See our security page for details.

Workflows are pre-built operations that produce deliverables — content calendars, reports, proposals, and more.

1. Go to Chat from the top navigation
2. Type what you need in plain language: “Build a content calendar for Q3”
3. The system will identify the right workflow and run it
4. Review the output, edit if needed, then export as PDF, PPTX, or email

You can also browse all available workflows from the Workflows page and click one to pre-fill the chat.

Your dashboard shows a summary of recent activity, pending inbox items, and quick actions. If you're an admin, you'll also see usage statistics and team activity.