Welcome to IntelliSync! 🚀

Get ready to transform your business with AI-powered assistance. This guide will walk you through each step of setting up your intelligent assistant.

Quick Start Checklist

Set up your account
Import knowledge base
Customize your assistant
Test and deploy

1. Account Setup 🔐

Start by configuring your account with essential details and preferences

Complete your organization profile
Set up team member access and permissions
Configure security settings and API access
Set your preferred timezone and notification preferences

2. Create Your First Assistant 🤖

Design your AI assistant with these key configurations

Choose your assistant's name and personality
Define primary use cases and specializations
Set up response templates and conversation flows
Configure language and tone preferences

3. Knowledge Base Setup 📚

Import and organize your knowledge base

Upload documentation (PDF, DOC, DOCX, TXT)
Configure website crawling for dynamic content
Set up API connections to existing databases
Organize content with tags and categories

Pro Tip Start with your most frequently accessed documents to build a strong foundation.

4. Integration Setup 🔌

Connect your assistant with your existing tools

Website integration with customizable widget
API endpoint configuration
Third-party platform connections
Analytics and monitoring setup

 <script>
  window.intellisyncConfig = {
    "botId": "YOUR_BOT_ID",
    "theme": "light"
  }
</script>

5. Testing Your Assistant 🎯

Ensure your assistant performs optimally

Conduct comprehensive response testing
Verify knowledge base accuracy
Test edge cases and complex queries
Validate integration functionality

6. Next Steps 🚀

Optimize and expand your assistant's capabilities

Monitor performance metrics
Implement user feedback
Expand knowledge base coverage
Explore advanced customization options

Need Help?

Our support team is available 24/7 to assist you with any questions or concerns. Contact us through the support portal or email support@intellisync.ai