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Help Center / Getting started

Where do I begin? Start here.

The order that works: pick one job, create your AI employee, connect your inbox, and see the first result the same day. No technical setup, about ten minutes.

Help Center / Getting started

Where do I begin? Start here.

Pick one job, create your AI employee, connect your inbox, see the first result the same day. About ten minutes.

In this guide
1 · Pick one job2 · Create your AI employee3 · Connect your tools4 · See the first result5 · Hand over more
Related
The "where do I begin" pickerEverything it doesPlans and the free email drafter

1 · Start with one job, not all of them.

You would not hand a new hire everything on day one. Same here. Pick the one job that eats the most of your week and give it that, just that, first.

Not sure which? Use the two-question picker →

2 · Create your first AI employee.

In the dashboard, go to Employees → New employee. Set it up the way you would brief a real hire:

a
Name and look. Pick a face and a voice. This is who joins your Zoom later.
b
Personality and job title. Choose from the built-in lists; you can change both anytime.
c
Job description, in plain English. "Draft replies to client email, keep follow-ups moving, prep me before meetings." No prompts to engineer.
d
Upload what you would hand a new hire. Price sheet, service list, the FAQ you answer weekly. It answers from your data and shows sources.

Takes about two minutes. See the create screen →

3 · Connect Gmail or Outlook, and your calendar.

Each connection is a few clicks through a secure sign-in; we never see your password. Your inbox and calendar are enough for day one. The rest of the 60+ integrations can wait until you want them.

Worried about access? Sensitive actions wait for your approval, and every decision is logged. How we handle security →

4 · See the first result the same day.

If you picked meetings: send it into your next Zoom call. It joins as a real-time avatar, answers when asked, and hands you the summary, action items, and transcript when the call ends. Zoom today; Microsoft Teams and Google Meet are coming.

If you picked your inbox: the free email drafter starts writing replies in your voice right away. You read, edit if you want, and hit send. Nothing leaves your outbox without you.

5 · Hand over more when it earns it.

Once the first job runs clean, add the next one: client follow-ups, recurring tasks, scheduling. Text it or WhatsApp it like a coworker. On anything sensitive it proposes the action, names the exact tools it will use, and waits for your one-tap approve.

That is the whole method: one job, proof, then more. The pile starts going down.

Still stuck?
Text us at 774-2-AI-WORK, a real AI employee answers, or grab time with a human.
Book a demo

1 · Start with one job, not all of them.

You would not hand a new hire everything on day one. Same here. Pick the job that eats the most of your week.

My meetings · notes, action items, transcriptsMy inbox · replies drafted in your voiceClient follow-up · nothing slips after the call

Not sure? Use the picker →

2 · Create your first AI employee.

In the dashboard: Employees → New employee. Name and look, personality, a plain-English job description, and the docs you would hand a real hire. About two minutes, no prompts to engineer.

See the create screen →

3 · Connect Gmail or Outlook, and your calendar.

A few clicks each, through a secure sign-in. Inbox and calendar are enough for day one; the rest of the 60+ integrations can wait. Sensitive actions always wait for your approval.

4 · See the first result the same day.

Meetings: send it into your next Zoom, it joins as a real-time avatar and hands you the write-up after. Zoom today; Teams and Meet coming. Inbox: the free email drafter writes replies in your voice, and you approve every send.

5 · Hand over more when it earns it.

Follow-ups, recurring tasks, scheduling. Text it or WhatsApp it like a coworker. One job, proof, then more. The pile starts going down.

Still stuck?
Text us at 774-2-AI-WORK, or grab time with a human.
Book a demo