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Guided Onboarding

After signing up, users are guided through the onboarding process as follows:

  1. Provide the workspace name and invite additional users by entering their Email IDs. Click Continue to proceed. image_tooltip

  2. Select the relevant option related to your company from the drop-down list and click Next. This will expedite the onboarding process.
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  3. To initiate the onboarding journey, select one of the following options and then click Next:

    • Automation AI
    • Contact Center AI
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  4. Select one of the following options to choose your onboarding experience.

    • Express
    • Custom Setup
      Express is recommended and pre-selected. image_tooltip

  5. Click Next at the bottom-right corner, and follow the onscreen instructions to complete the onboarding journey.

    Note

    If you want to add FAQs and upload documents for Answers generation, see the best practices guide.

  6. At the end of the journey, your app will be ready. Finish and jump into XO.
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