New to Structurely? Welcome! Here are the steps to complete setup for your Structurely AI Assistant.
Phase 1
Time estimate: < 20 minutes
Login to your Structurely account (after confirming your email address during the sign-up process). Login url: https://accounts.structurely.com/#/login
Watch onboarding videos:
Initial Settings
Dashboard Basics
This is a great training video for any team members that will be working in Structurely!
Configure your AI Assistant (NOTE: all steps outlined in the Initial Settings video above!)
Name your AI Assistant
Setup AI Assistant Phone Number & Email
Enter your API Key (if applicable)
Email your W-9 to help@structurely.com to register your business to your AI Assistant phone number.
Phase 2:
Click on the CRM you use in the list below to be linked to the Phase 2 Steps for you!