Initial Setup and Configuration
Last updated October 22, 2024
This guide walks you through the initial setup process to ensure you're up and running smoothly. Whether you're new to AI-driven automation or transitioning from another platform, these steps will guide you through the essentials.
Step-by-Step Guide
- Visit the Exactly.ai Website
- Navigate to Exactly.ai .
- Click on the Sign Up button located at the top right corner of the homepage.
- Create Your Exactly.ai Account
- Fill in your name, email, and create a secure password.
- Accept the terms and conditions, then click Create Account.
- Verify Your Email
- Check your inbox for a verification email from Exactly.ai.
- Click on the verification link to activate your account.
- Login to Your Account
- Return to the Exactly.ai website and log in using your credentials.
- Upon logging in, you will be directed to the dashboard.
- Complete Your Profile
- Update your profile with the required business information for a more personalized experience.
- Upload a profile picture, set your preferred language, and adjust notification settings as necessary.
- Connect Your Integrations
- From the dashboard, navigate to the Integrations tab.
- Select and connect any third-party tools or services you'd like to integrate with Exactly.ai (e.g., CRM, marketing platforms).
- Follow the on-screen prompts to authorize access to your accounts.
- Configure Your Workflow
- Access the Workflow Settings section from the sidebar.
- Set up your first workflow by defining automation tasks, conditions, and triggers.
- Test the workflow to ensure it functions correctly with your integrated tools.
- Adjust System Preferences
- Go to Settings > Preferences to configure system options such as time zone, data storage preferences, and security settings.
- Invite Team Members
- If applicable, invite colleagues or team members to collaborate by clicking on Team in the dashboard.
- Enter their email addresses and assign roles or permissions.
- Explore the Help Center
- If you have questions or need additional assistance, visit the Help Center for tutorials and support articles.
- Alternatively, reach out to the Exactly.ai support team for personalized help.
Conclusion
You're now set up and ready to begin using Exactly.ai! With your account configured, explore the full capabilities of the platform to streamline your processes. Don't hesitate to experiment with different workflows to see how Exactly.ai can best support your business needs.
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