Verify and prepare
Create your account, open the verification email and follow its link. Eligible trial workspaces receive the allowances shown at signup. Sign in, open My AI Employee and describe the business, preferred tone and boundaries. Choose one routine job, such as answering approved service questions.
Teach, test, then connect
In Teach AI, create an FAQ with one approved question and answer. Check the source status and use Test my AI with a normal question and one deliberately missing detail. The answer should use your information or ask a follow-up. Connect one eligible account from Channels only after reviewing the channel requirements.
Confirm supervision and capacity
Keep a teammate available for customer requests, approvals and complex cases. Review Customer Workspace and Plan & usage during the trial. Record what worked, what needs better knowledge and the actual credits and messages consumed before choosing a paid plan. Do not activate automatic replies until the channel and business rules are ready.