Finding your way around: The main screens in EasyMate: the Setup and Workspace views, your solution cards, and what each status label means.
Onboarding step by step: What to expect when you first sign up: the few questions that set up your workspace, and how letting EasyMate read your website saves you time.
Quick start: Go from sign-up to a working assistant in a few minutes, with the shortest path through setup and launch.
Your workspace: A quick tour of the main parts of your EasyMate workspace: solutions, agents, knowledge, and deployment.
AI Agents: The advanced view of the assistants your solutions build, where every agent setting lives, from custom skills to memory and message limits.
Analytics: Reports on how people use your assistants and app, with views for engagement, knowledge, and usage.
App design: Customize the pages, navigation, and styling of your hosted app, beyond what a solution's look-and-feel settings offer.
Datasets: The structured data tables behind your solutions, where the records your assistants and portal create are stored and shaped.
Knowledge Sources: Add and manage the websites and documents your assistants answer from.
The Builder: The advanced area where you can fine-tune everything behind your solutions, for when you want more control than the guided setup gives.
Roles & permissions: Create custom roles and control access in fine detail, beyond the simple roles a solution offers.
API Keys: Keys for developers connecting other software to your app. Most businesses won't need these.
App Info: Your app's name, web address, and whether it's open to your end users.
Integrations: Connect external apps to your EasyMate app, like Google Drive, with more on the way.
Terms of Use: Review the terms you agreed to when you started with EasyMate, and see their history.
Welcome to EasyMate: EasyMate sets up a connected team of AI solutions that help you win more customers, keep them engaged, and grow your revenue. This is your help center.
Follow-Up Assistant: Send the right email at the right time as leads move through your pipeline, automatically, so no lead ever goes cold.
Leads Portal: Your back-office app for keeping every lead and customer organized, with the details from your Sales Assistant filled in automatically.
Branding and settings: Make your Leads Portal look like your brand, connect the tools you use, and set the web address your team signs in at.
Your team and roles: Invite teammates into your Leads Portal and choose what each person can access.
Using your Leads Portal: A tour of the Leads Portal app you and your invited team use every day: the dashboard, leads, your pipeline, activities, and your reps.
Solutions overview: The solutions launching now, how they work together, and what's coming next.
Sales Assistant: Set up a friendly chat assistant that greets website visitors, answers their questions, and captures new leads for you around the clock.
Framer: Add your Sales Assistant chat widget to Framer as a site-wide script at the end of the page body.
Google Tag Manager: Deploy your Sales Assistant chat widget through Google Tag Manager as a Custom HTML tag.
The install snippet: What the Sales Assistant install snippet looks like, what each part does, and where to paste it.
Kajabi: Add your Sales Assistant chat widget to Kajabi with Page scripts so it appears across your site.
Other platforms: Add your Sales Assistant chat widget to plain HTML sites and other website builders with a custom-code area.
Deploying to your website: Put your Sales Assistant on your own website as a chat widget, in three steps.
Squarespace: Add your Sales Assistant chat widget to Squarespace with site-wide Code Injection.
Troubleshooting: Work through the most common reasons the Sales Assistant chat widget does not appear or shows the wrong assistant.
Webflow: Add your Sales Assistant chat widget to Webflow through the site-wide Footer code area.
Wix: Add your Sales Assistant chat widget to a Wix site with Custom Code, so it appears across your published site.
WordPress: Add your Sales Assistant chat widget to WordPress using a header/footer plugin, a theme footer file, or a single-page block.
Account and sign-in: Signing in, using a magic link, changing your password, and updating your profile.