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General walkthrough of parts of the platform at an overview level (sources, AI providers, personas and AI workflows)

Overall Walkthrough

Sources are added to start automating conversations in supported CRMs like HighLevel and HubSpot.  This is how to add a source.

1 - Sources

What is an AI Provider and who has access to add AI Providers. How to add, edit and monitor AI Providers

2 - AI Providers

Learn how personas shape the tone and style of an AI Agent and learn about persona settings, how to create a persona and attach to a job

3 - Personas

Workflows are the jobs that Agents do.  Learn how to create a workflow, connect to a souce and a persona to start automating lead chats

4 - Job Flows

Learn how to quickly register for a free account and connect an agent to your first source in 48 seconds

48 Second Setup

Bryce DeCora

Learn everything you need to know to get rolling

Quick Start

Create a custom design with text, images, and links

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