DocumentationOnboarding guide
Onboarding Guide
Welcome to Refly! Follow these steps to get started.
Scenario 1: You Have Been Invited to Join a Company
Sign Up for an Account
- Visit the Refly sign-up page.
- Complete the registration form with your details.
- Verify your email address to activate your account.
Pending Invitations
- After successfully signing up, any pending invitations to join a company will be displayed.
- Review the list of invitations.
Accept or Reject Invitations
- Choose to accept or reject each invitation.
- If you accept an invitation, you will be added to the respective company.
Access the Dashboard
- If you have accepted an invitation to join at least one company, you can immediately access the dashboard.
- Start working on the assistant and explore the features available.
Scenario 2: You Need to Set Up a New Company
Sign Up for an Account
- Visit the Refly sign-up page.
- Complete the registration form with your details.
- Verify your email address to activate your account.
No Pending Invitations
- If you do not have any pending invitations, you will need to set up your first company.
Onboarding Process
- Follow the guided onboarding steps to set up your new company:
- Company Information: Enter your company name and basic details.
- Integration Setup: Connect your customer service channels (e.g., email, social media, chat widgets).
- AI Training: Upload necessary documents and data to train the AI.
- Customization: Customize the AI settings to fit your specific business needs.
Access the Dashboard
- Once the onboarding process is complete, you can access the dashboard.
- Start building and managing your customer service assistant.