## 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.

You can change any of this later. The idea is to get something useful live fast, then refine it over time.

## 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.

Ready to put your assistant on your website? Continue to [Deploying your Sales Assistant](/content/docs/solutions/sales-assistant/deploying/overview/index.html).

## Next steps

- [Your workspace](/content/docs/getting-started/your-workspace/index.html): get familiar with the main parts of EasyMate.
- [Solutions overview](/content/docs/solutions/overview/index.html): see what each solution does.