Quick Start Guide

Description: Get InboxPilot up and running in just 5 minutes with this quick start guide. Perfect for new users who want to see results fast.

Step 1: Connect Your Email (2 minutes)

1. Go to "Connect Accounts" in your dashboard
2. Choose Gmail or Outlook
3. Sign in and grant permissions
4. Select "Customer Support" as purpose
5. Choose "Review Before Sending" mode

Step 2: Upload Your Data (2 minutes)

1. Go to "Knowledge Center"
2. Upload your company website URL
3. Add any FAQ documents you have
4. Click "Train" to process

Step 3: Test Your Setup (1 minute)

1. Go to "Playground"
2. Ask: "What are your business hours?"
3. Review the AI response
4. Send your first email if satisfied

Step 4: Create Website Chatbot (2 minutes)

1. Go to "Chatbot" in your dashboard
2. Click "Create Chatbot"
3. Configure basic settings (name, domain, appearance)
4. Choose AI purpose (customer support, sales, etc.)

Step 5: Deploy Chatbot (2 minutes)

1. Preview and test your chatbot
2. Click "Create Chatbot" to generate embed code
3. Copy the embed script
4. Add to your website

Step 6: Monitor Results (1 minute)

1. Check conversation logs
2. Review captured leads
3. Optimize as needed

What You'll Have After 5 Minutes

✅ AI-powered email responses to customer inquiries
✅ Website chatbot engaging visitors
✅ Automatic lead capture from your website
✅ Reduced manual work on repetitive emails
✅ 24/7 customer support capability

Next Steps

Once you're up and running:

1. Monitor performance for a few days
2. Add more training data based on common questions
3. Optimize AI responses for better accuracy
4. Scale to multiple accounts or chatbots
5. Explore advanced features like custom prompts

Support

Need help during setup? Reach out to our dedicated support team:

• Email: support@inboxpilot.co