# EasyMate

## Docs

- [Finding your way around](/content/docs/getting-started/finding-your-way-around.md): The main screens in EasyMate: the Setup and Workspace views, your solution cards, and what each status label means.
- [Onboarding step by step](/content/docs/getting-started/onboarding.md): 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](/content/docs/getting-started/quick-start.md): Go from sign-up to a working assistant in a few minutes, with the shortest path through setup and launch.
- [Your workspace](/content/docs/getting-started/your-workspace.md): A quick tour of the main parts of your EasyMate workspace: solutions, agents, knowledge, and deployment.
- [AI Agents](/content/docs/going-deeper/builder/ai-agents.md): The advanced view of the assistants your solutions build, where every agent setting lives, from custom skills to memory and message limits.
- [Analytics](/content/docs/going-deeper/builder/analytics.md): Reports on how people use your assistants and app, with views for engagement, knowledge, and usage.
- [App design](/content/docs/going-deeper/builder/app-design.md): Customize the pages, navigation, and styling of your hosted app, beyond what a solution's look-and-feel settings offer.
- [Datasets](/content/docs/going-deeper/builder/datasets.md): The structured data tables behind your solutions, where the records your assistants and portal create are stored and shaped.
- [Knowledge Sources](/content/docs/going-deeper/builder/knowledge-sources.md): Add and manage the websites and documents your assistants answer from.
- [The Builder](/content/docs/going-deeper/builder/overview.md): 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](/content/docs/going-deeper/builder/roles-and-permissions.md): Create custom roles and control access in fine detail, beyond the simple roles a solution offers.
- [API Keys](/content/docs/going-deeper/settings/api-keys.md): Keys for developers connecting other software to your app. Most businesses won't need these.
- [App Info](/content/docs/going-deeper/settings/app-info.md): Your app's name, web address, and whether it's open to your end users.
- [Integrations](/content/docs/going-deeper/settings/integrations.md): Connect external apps to your EasyMate app, like Google Drive, with more on the way.
- [Terms of Use](/content/docs/going-deeper/settings/terms-of-use.md): Review the terms you agreed to when you started with EasyMate, and see their history.
- [Welcome to EasyMate](/content/docs/index.md): 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](/content/docs/solutions/follow-up-assistant.md): Send the right email at the right time as leads move through your pipeline, automatically, so no lead ever goes cold.
- [Leads Portal](/content/docs/solutions/leads-portal.md): Your back-office app for keeping every lead and customer organized, with the details from your Sales Assistant filled in automatically.
- [Branding and settings](/content/docs/solutions/leads-portal/branding.md): 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](/content/docs/solutions/leads-portal/team.md): Invite teammates into your Leads Portal and choose what each person can access.
- [Using your Leads Portal](/content/docs/solutions/leads-portal/using.md): 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](/content/docs/solutions/overview.md): The solutions launching now, how they work together, and what's coming next.
- [Sales Assistant](/content/docs/solutions/sales-assistant.md): Set up a friendly chat assistant that greets website visitors, answers their questions, and captures new leads for you around the clock.
- [Framer](/content/docs/solutions/sales-assistant/deploying/framer.md): Add your Sales Assistant chat widget to Framer as a site-wide script at the end of the page body.
- [Google Tag Manager](/content/docs/solutions/sales-assistant/deploying/google-tag-manager.md): Deploy your Sales Assistant chat widget through Google Tag Manager as a Custom HTML tag.
- [The install snippet](/content/docs/solutions/sales-assistant/deploying/install-snippet.md): What the Sales Assistant install snippet looks like, what each part does, and where to paste it.
- [Kajabi](/content/docs/solutions/sales-assistant/deploying/kajabi.md): Add your Sales Assistant chat widget to Kajabi with Page scripts so it appears across your site.
- [Other platforms](/content/docs/solutions/sales-assistant/deploying/other-platforms.md): Add your Sales Assistant chat widget to plain HTML sites and other website builders with a custom-code area.
- [Deploying to your website](/content/docs/solutions/sales-assistant/deploying/overview.md): Put your Sales Assistant on your own website as a chat widget, in three steps.
- [Squarespace](/content/docs/solutions/sales-assistant/deploying/squarespace.md): Add your Sales Assistant chat widget to Squarespace with site-wide Code Injection.
- [Troubleshooting](/content/docs/solutions/sales-assistant/deploying/troubleshooting.md): Work through the most common reasons the Sales Assistant chat widget does not appear or shows the wrong assistant.
- [Webflow](/content/docs/solutions/sales-assistant/deploying/webflow.md): Add your Sales Assistant chat widget to Webflow through the site-wide Footer code area.
- [Wix](/content/docs/solutions/sales-assistant/deploying/wix.md): Add your Sales Assistant chat widget to a Wix site with Custom Code, so it appears across your published site.
- [WordPress](/content/docs/solutions/sales-assistant/deploying/wordpress.md): 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](/content/docs/your-account/account-and-sign-in.md): Signing in, using a magic link, changing your password, and updating your profile.