Onboarding Journey Overview

The following is a quick overview of the onboarding journey.

1. Step 1 — User and Company Profile

   • Collect company type, role, website, and referral source.

     
     

2. Step 2 — Set Your Goal

   • Choose what you want to do as your onboarding

     
     

3. Step 3 — Connect Your Inbox

   • Connect your inbox to have your messages, tickets and attachments processed

     • Standard Options: Front, Outlook, Zendesk.

     • Custom: create your own AI agents for other inboxes.

       
       

4. Step 4 — Message and Ticket Classification Configuration

   • Choose if you want to classify your inbox messages or tickets

     
     

5. Step 5 — Configure Extractors & Document Classes

   • Choose which document types you want to process using prebuilt AI extractors or create your own custom document extractors

     
     

6. Step 6 — Extraction Results Destination (Output)

   • Choose where you want the results of your AI extractions should go (spreadsheets, comments, API calls, ERPs, etc.)

     
     

7. Additional Step for Front App — Agent Webhook Activation (If Front is conencted)

   • Create a Webhook Rule in Front.

   • Activate the rule.

   • Click Confirm to complete onboarding.

     
     

8. Step 7 — Final Step & Dashboard Access

   • AI Agent is live.

   • Click Go to My Dashboard.

   • Test your AI Agent by triggering it (send an email to the connected inbox or ticket message, etc.)

   • Track automation outcomes, manage agents, and explore flows and extractor definitions.