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Most teams are up and running in three steps. Each one links to the full guide if you need more detail.
1

Set up your workspace

Invite your team from Settings > Members and give each person the right role. Then connect your property management system from Settings > PMS under Channels and import your listings. They arrive as active, so set any you are not ready for to inactive.See Set up your workspace and Connect PMS.
2

Connect your channels

Check whether your PMS already carries your OTA messages, then connect the channels it does not, such as email, phone and SMS, or WhatsApp. Send a test message on each one and confirm it arrives in your inbox.See Channels overview.
3

Build and test your first agent

Create an agent and attach it to your inbox. Add your key facts to the Knowledge Base and write Skills for the situations you handle most often. Try it in the Sandbox, then start on copilot so your team approves every reply before it is sent.See Agents, Knowledge Base and Testing agents.

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What next

Once your agent is answering well on copilot, follow Road to autopilot to let it send replies on its own, one topic at a time. Use Workflows for automations that do not need judgment, such as check-in reminders.