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HomeAssisted Setup

A LITTLE HELP. A CLEARER START.

You know your business. We help organize the setup.

Prefer help with knowledge, AI instructions or supported connections? Define a focused assisted setup instead of navigating everything alone.

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Your business knowledge

Reviewed facts + instructions

APPROVAL FIRST
Built-in workspaceSupported connectionsFuture automations

Concept illustration · See each product page for current availability.

Scope before commitment

Assisted work, feasibility, deliverables, timeline and pricing must be agreed. No guaranteed turnaround or unsupported connector promise.

ASSISTED SETUP · THE APPROACH

A foundation you can build on.

Knowledge preparation

Organize business information, identify gaps and prepare reviewable facts.

AI configuration & testing

Define tasks and instructions; check answers and handoffs.

Supported connection setup

Assess provider requirements and test an agreed workflow.

A PRACTICAL PATH

Make the next step clear.

Start with a focused workflow.
Check availability and setup before activation.

01

Describe the need

Use the local planning brief on our contact page.

02

Confirm a scope

Agree supported features, access, deliverables and fees before work.

03

Review the setup

Approve business facts and permissions; keep ownership of your workspace.

GOOD TO KNOW

Your questions,
a little clearer.

Can I keep my existing tools?

Yes. Use supported connections where available. Built-in tools and connected tools can be used together; each workflow needs an explicit setup and permissions.

Will all my business information become public?

No. Business records and knowledge stay in your private workspace. Customer-facing AI uses separately selected approved information.

KEEP EXPLORING

Connected to your next step.

START WITH YOUR BUSINESS

Get your business
AI-ready.

Create a private workspace. Start with the features available today
and grow with the platform.