Set up with AI

When you create a workspace, an AI consultant can design it for you. It asks a few plain questions about your business — your team size, what you sell, and what you want to do — then recommends the right plan and modules, with a reason for each. You review the proposal, adjust anything, and it builds the workspace.

1. 1From your account dashboard, click “Set up with AI”.
2. 2Answer the short interview (team size, goals, what you sell).
3. 3Review the recommended plan + modules, edit anything, then create.