Getting Started

Get up and running with AutoCrew in just a few minutes. This guide will walk you through setting up your account and creating your first AI crew.

Step 1: Create Your Account

Visit the AutoCrew homepage and click the "Get Started Free" button. You'll be guided through a simple signup process.

Enter your business email and company name

Choose your plan (Starter, Professional, or Enterprise)

Verify your email address

Step 2: Access Your Dashboard

Once your account is created, you'll be redirected to your personalized dashboard. Here you can:

  • View your crew performance metrics
  • Manage conversations and leads
  • Configure crew settings
  • Access analytics and reports

Step 3: Create Your First Crew

Navigate to the Crews section and click "Create New Crew". You'll need to:

  1. Choose your crew type (Support Crew or LeadGen Crew)
  2. Give your crew a descriptive name
  3. Configure the crew's behavior and response style
  4. Set up integration channels (email, chat, etc.)

Step 4: Configure Crew Settings

Customize your crew's behavior to match your business needs:

Support Crew Settings

  • Response tone (Professional, Friendly, Technical)
  • Auto-response triggers and keywords
  • Escalation rules for complex issues
  • Business hours and availability

LeadGen Crew Settings

  • Lead qualification criteria
  • Scoring thresholds
  • CRM integration settings
  • Notification preferences

Step 5: Test Your Crew

Before going live, test your crew to ensure it behaves as expected:

# Test a support conversation
1. Navigate to the Conversations section
2. Click "New Test Conversation"
3. Send sample customer inquiries
4. Review crew responses and adjust settings as needed
Language: text

Step 6: Go Live

Once you're satisfied with your crew's configuration, activate it to start handling real conversations:

Review all settings one final time

Click the "Activate Crew" button

Monitor performance in the Analytics dashboard

Next Steps

Now that your crew is active, explore these resources:

  • Read the complete User Guide for advanced features
  • Learn about Support Crew capabilities in detail
  • Discover how LeadGen Crew can boost your sales
  • Check the FAQ for common questions and tips