1. Sign up and answer a few questions
EasyMate asks about your business: what you do, your industry, who your customers are, and the challenges you want help with. Your answers shape which solutions EasyMate recommends, so be specific.If you have a website, EasyMate can read it to get a head start, picking up your business details, branding, and tone automatically. You can edit anything it infers.
2. Let EasyMate build your workspace
After onboarding, EasyMate fills your workspace with a tailored set of solutions. Each shows up as a card you set up when you’re ready. Nothing goes live until you launch it.3. Set up your first solution
Pick a solution and walk through its setup steps. For example, the Sales Assistant asks you to:- Give your assistant a name and personality.
- Choose what it should do (collect contact details, book calls, answer questions).
- Add the content it should learn from (your website pages, documents).
- Decide how it qualifies and scores leads.
4. Launch it
When you’re happy, launch the solution. What launching means depends on the solution:- Your Sales Assistant goes live as a chat widget you embed on your own website.
- Your Leads Portal opens as an app your team signs into, where captured leads land.
- Your Follow-Up Assistant switches on and starts sending follow-ups automatically.
Next steps
- Your workspace: get familiar with the main parts of EasyMate.
- Solutions overview: see what each solution does.