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How It Works

From completing setup to your first active AI employees takes less than 20 minutes. Here is the step-by-step launch roadmap.

Process Flow Roadmap Graphic

1. Choose Your Team Members

Select the specific AI employees your business needs (receptionist, admin, sales helper, strategy board, marketing team). You only pay for what you need.

2. Guided Onboarding (15-20 Min)

Our guided builder asks simple questions about your business services, products, pricing, frequently asked questions, and communication guidelines.

3. Connect Existing Tools

Authorize connections with Gmail, Outlook, Google Calendar, and supported CRMs (GoHighLevel is fully integrated). We configure phone lines for Suzy Q.

4. Deploy & Access Dashboard

Start using your agents! Log in to your secure dashboard to read briefings from Sales Prep, check meeting packages from Jeane, or start calls with Bob.