Onboarding takes a few days. Here’s exactly what happens and who’s responsible for each step.Documentation Index
Fetch the complete documentation index at: https://docs.automationkit.ai/llms.txt
Use this file to discover all available pages before exploring further.
Your 7 Steps
Basic Info
You already completed this - it’s the form you filled out to create your account. Your name, business info, phone, and address were collected here for SMS registration.
We Set Up Your System
Handled by our team. We create your CRM account, configure your AI assistant, and set up your messaging system. This usually takes less than 24 hours. You’ll receive an email invite when it’s ready.
Connect Your Calendar
Your action. Set your available hours in the CRM so the AI knows when you’re open for appointments. You’ll also connect your Google or Outlook calendar for two-way sync.Connect Your Calendar →
Learn the CRM
Your action. Watch a quick video walkthrough of your CRM - where to find your leads, conversations, and appointments.Learn the CRM →
SMS Verification
Handled by our team. Your phone number has to be registered with carriers for business SMS (called A2P verification). We handle this for you - it typically takes 2–3 business days. You’ll be notified as soon as it’s approved.
Connect Your Lead Source
Your action. Once SMS is approved, you’ll connect your lead source so new leads start flowing in automatically.Connect Your Lead Source →
Download the LeadConnector App
Your action. Download the LeadConnector app so you can manage conversations and get notified on the go.Download on the App Store →Download on Google Play →
Steps 3 and 4 can be done as soon as your system is set up (Step 2). Step 6 unlocks after SMS verification is approved. Step 7 can be done any time.