What happens when setup is finished?

The last screen is a summary of your workspace, listing, team, chats and AI, and it starts your free trial.

Your free trial

• 7 days, with every feature included.
• No card needed. You are reminded before it ends.
• Trial days are never billed.
• One trial per admin email. If you have already used yours, you choose a plan in Plan & billing to switch the AI on.

Press Go to dashboard and you land on Overview.

Your first day

1. 1

   Send a test

   Open AI settings and press Test a conversation. Try a few guest questions without sending anything real.

2. 2

   Fill in the Automation Checklist

   Complete your listing details and add your first rules. It is the fastest way to raise the share of questions the AI answers alone.

3. 3

   Send your team their codes

   Give each manager and staff member the workspace sign-in link and their 6-digit code, privately.

4. 4

   Watch the first conversations

   AI activity shows everything the AI does. Look at a few runs and correct anything you disagree with.