Onboarding Wizard
Back to Dashboard
Create Employee
Connect Systems
Upload Docs
Test Chat
1. Create Employee
Role
AI Secretary
AI Customer Support
AI Administrative Assistant
AI Back-Office Assistant
AI Legal & Admin Assistant
Name
Create
2. Connect Systems
Connector Type
CRM
Email
WhatsApp
Calendar
Billing
Webhook Generic
Display Name
Create
3. Upload Documents
File
Upload
4. Test Chat
Employee ID
Message
Send
Tip: For best results, upload a company FAQ and one policy document to the knowledge base.