First-value setup

Set up the workspace like a guided conversation.

The first screen should feel like the app is already helping: gather the essentials, connect what matters, and produce a useful brief before asking for heavy admin.

Step 1

Business basics

Name, location, services, tone, and opening hours.

Step 2

First connections

Calendar, inbox, reviews, website, and campaign sources.

Step 3

Approval rules

Choose what can draft, suggest, or act only after your OK.

Step 4

First brief

Turn the setup answers into a daily operating plan.