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Setup guide

Start with the basics: create your workspace, set up your brand kit and website, and go live. Then hand bookings, replies and reviews to your AI team.

Get started

The basics, in the order that gets the best website.

  1. Create your workspace

    Start from your Google Maps link, your existing website, or fill it in manually. Add as much content as you have — your current website copy works best.

  2. Complete your business details

    Fill in your business info and Business Brain, add the social links you have, and check your country and currency.

  3. Create your brand kit

    In Settings → Brand Kit, upload your logo or generate one. Your colors and fonts are pulled from it, and every agent uses them.

  4. Generate your website

    Go to Website and click Generate. In the editor, open Theme and pick Your Brand Kit to use your colors and fonts. Review the copy, then edit it yourself or ask Mark, your Website Agent, to make changes.

  5. Go live

    Publish your site, connect your own domain, and choose where new lead emails are sent.

Automate your business

Then hand each part of the business to your AI team.

  1. Take bookings

    Turn on Appointments in setup, then create the services customers can book.

  2. Let Jenny answer customers

    Enable the chat widget so Jenny answers visitors on your website. Connect WhatsApp and Instagram too if you want her to handle those messages.

  3. Collect more reviews

    Turn on the Review Assistant, add the review sites you want customers to post on, and let Jenny ask them after each visit.

  4. Get a new blog post every night

    In Mark's chat, open Automatic articles and set it to Daily. A fresh, SEO-ready post then goes out every night.

  5. Create images, videos and UGC ads

    Make on-brand images, videos and UGC-style ads in Creative Studio for your website and social media.

  6. Put social media on autopilot

    Connect your accounts, tell Lex your end goal for social media, then turn on Automatic posts.

  7. Hand busywork to Nova

    Connect the tools you already use, such as email, calendar and spreadsheets, then tell Nova what you want done.

  8. Sell onlineOptional

    Want to sell online? Turn on the store, add your products and set up a payment method. Rae, your Store Agent, can then manage stock, prices and coupons.

  9. Ask Alex for anything else

    Not sure which agent to ask? Tell Alex, your Chief of Staff, and the request goes to the right one.

Still stuck?

Our team answers within 24 hours. Tell us what you were trying to do and we'll walk you through it.