Intelli DocsHow Onboarding Works
The path from a fresh Intelli account to your assistant answering real customers.
Onboarding is self-serve and takes minutes, not days. The dashboard tracks your progress on a Get started checklist and nudges you to the next step. Here's the whole journey at a glance:
The steps in detail
Create your account and organization
Sign up with Google/LinkedIn or email + password, then create your organization — the workspace that holds your assistants, channels, and teammates. See Your First Steps and Organization & Teams.
Create your AI assistant
Give it a prompt (personality and rules), plus files and web pages so it knows your business. Channels ask you to pick an assistant during setup, so this comes first. See Set Up Your Assistant.
Connect your first channel
Most businesses start with WhatsApp — the embedded signup connects your number in about two minutes, and numbers already on the WhatsApp Business app can run in coexistence mode. You can also connect Instagram or add the website widget.
Personalize
Refine the assistant's prompt from real answers, and fill in your organization profile so customers see your business name and logo.
Add your contacts
Import your customer list so you can segment and message it later. See Audiences.
See your assistant answer
Message your own number (or the widget) and watch the reply arrive in Conversations. That's the moment you're live.
After onboarding
The checklist hands you off to the next things worth doing:
Connect more channels
Put the same assistant on WhatsApp, Instagram, and your website.
Send your first campaign
Import an audience, pick a template, and reach everyone at once.
Automate conversations
Build chatbot flows and choose your automation mode.
Watch your conversations
Follow along, take over from the AI, and escalate when needed.