The first week roadmap
Lesson 3 of 18 · Start hereReading1 min
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Day 1 · Teach your business and connect WhatsApp
Day 2 · Knowledge base and testing
Day 3 · AI rules and team
Days 4 to 7 · Sales, content, and review
Follow this order. Each item depends on the previous one for the AI to work well.
Follow this order. Each item depends on the previous one for the AI to work well.
| When | What to do | Where |
|---|---|---|
| Day 1 | Run Build with AI and apply the draft | Company › Knowledge › Build with AI |
| Day 1 | Review Brand and tone of voice and upload logos, colors, and fonts | Company › Knowledge › Brand and tone of voice |
| Day 1 | Connect WhatsApp and Instagram | Settings › Channels |
| Day 2 | Complete the knowledge base with prices, policies, and frequently asked questions | Company › Knowledge › Documents |
| Day 2 | Test the agent with 20 real customer questions | AI Teams › AI Agents › Test agents |
| Day 3 | Turn on AI in "AI suggests, team approves" mode | Settings › AI › General behavior |
| Day 3 | Invite the team and create departments | Settings › People and access |
| Day 4 | Set up the sales pipeline and calendar, if you use them | AI Teams › Sales · Your day › Calendar |
| Day 5 | Set the posting cadence and ask for this month’s content plan | AI Teams › Marketing › Content calendar |
| Day 7 | Review Unanswered questions and switch AI to automatic | Your day › To review |
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