Getting Started

Intellisync Solutions Web App is a comprehensive platform designed to streamline and enhance the way you manage your workflows and communications. Built on modern web technologies, Intellisync Solutions offers a user-friendly interface for efficient management of your tasks and projects.

This guide will help you get started with setting up and using the web app.

Create Your Account

To create your account on Intellisync, follow these steps:

  • Visit the IntelliSync web application.
  • Click on “Sign Up” if you don’t have an account. If you already have an account, use the “Login” option.
  • Follow the prompts to create your new account and complete the onboarding steps.
Account Settings

Create Your Assistant

Once logged in, you can create a new chatbot:

  1. Click on the “Create Chatbot” button.
  2. Give your assistant a name.
  3. Click on the Save button to finalize.
Account Settings

Customizing Your Profile

Take full control over the identity and appearance of your account. Access this page by clicking “Account” in the bottom left.

  • Edit your profile image and name by clicking on the profile editing options.
  • Customize your assistant’s settings to suit your needs.
  • This is where you can also logout
Account Settings

Next Steps

  • Onboarding: Use the onboarding process prompted upon signup to navigate the application.
  • Assistant: Discover the fundamentals of authoring content using the chatbot to streamline your work process.
  • Insights: Learn how to utilize insights to visualize how you are using the tool effectively.
  • Knowledge Base: Add knowledge sources to your application to get more out of your assistant.