Getting Started: Onboarding Guide

Welcome to ianai

This guide walks you through the complete onboarding process — from creating your account to having your first AI Employee ready to work. The entire setup takes about 10 minutes.

Step 1: Sign Up and First Login

Visit the ianai platform and create your account using your business email address. You can sign up with email and password or use Google single sign-on for faster access.

After verifying your email, you will be taken to the setup wizard on your first login.

Step 2: Company Setup

The setup wizard asks for basic information about your business:

• Company Name — This appears in reports and communications your AI Employees generate.
• Industry — Helps us recommend the right persona templates for your business type.
• Timezone — Ensures scheduled routines and timestamps align with your local business hours.
• Currency — Sets the default currency for financial operations and reporting.

You can update all of these settings later from the Company Settings page.

Step 3: Connect Your First Integration

AI Employees need access to your business data to be useful. On the integration step, choose the system you want to connect:

• ianai ERP — Full access to all 149 tools across sales, purchasing, inventory, finance, and more.
• QuickBooks Online — Connect via OAuth. Supports invoicing, customers, vendors, inventory, and financial tools.
• Shopify POS — Connect with your Shopify API credentials. Covers sales, customers, inventory, and invoicing.

Follow the on-screen prompts to authorize the connection. Once connected, you will see a confirmation with a summary of available capabilities.

Step 4: Create Your First AI Employee

With your integration connected, you are ready to create your first AI Employee:

1. Click the "New Employee" button on the dashboard.
2. Browse the available persona templates. Templates are filtered to show only those compatible with your connected integration.
3. Select a template that matches your needs — for example, "Sales Representative" if you want help with order management.
4. Give your employee a name (e.g., "Alex - Sales Rep").
5. Review the pre-configured tools and instructions, then click "Create."

Your AI Employee is now created and ready. You can start interacting with it immediately through the built-in chat interface, or connect a communication channel like Telegram or Slack for external access.

Step 5: Quick Tour

After creating your first employee, take a moment to explore the main areas of the platform:

• Dashboard — Shows all your AI Employees with their current status and recent activity.
• Employee Detail Page — Click on any employee to see its overview, activity log, and settings.
• Integrations — Manage your connected systems and add new ones.
• Settings — Configure company preferences, team members, and notifications.

Next Steps

Now that your first AI Employee is set up, here are recommended next steps:

• Send your employee a test message — try asking "What are my top 5 customers by revenue?"
• Set up a communication channel so your team can interact with the employee from Telegram, Slack, or other platforms.
• Create a routine to automate a recurring task like a daily sales summary.
• Upload knowledge documents to teach your employee your specific business procedures.