The first week roadmap
1 min readBasicUpdated on November 12, 2026
Video lesson coming soon. For now, follow the steps below.
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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