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Your First Steps

Sign up, set up your assistant, and connect your first channel.

New to Intelli? This is the path from a fresh account to your first AI-answered customer conversation.

Create your account

You can sign up for Intelli in two ways:

Social sign-up

Sign up with an existing account from a provider like Google or LinkedIn.

Email + password

Sign up with your email address (preferably your work email) and create a password.

Information you share

Depending on the sign-up method, we receive your email address and password or username, plus your profile picture if you used social sign-up. We also record your IP address, country of origin, and account sessions to verify your logins.

The setup path

Set up your organization

Your organization is your workspace — it holds your assistants, channels, and teammates. Create or join an organization and invite your team.

Create your AI assistant

The assistant is the brain that replies to customers on your behalf. Give it a prompt, files, and web pages so it knows your business. Set up your assistant.

Connect a channel

Customers need a way to reach the assistant. Connect your WhatsApp Business number, link your Instagram account, or add the chat widget to your website.

Test and iterate

Message your own number or widget, watch the replies in Conversations, and refine the assistant's prompt until the answers sound right.

Where to go next

Intelli Help Center

Guides, tutorials, and reference for every feature in Intelli.

Set Up Your Assistant

Create an AI assistant, give it knowledge via files and web pages, and shape its voice with prompts.

On this page

Create your accountThe setup pathSet up your organizationCreate your AI assistantConnect a channelTest and iterateWhere to go next