📚 Getting Started Guide

Launch Aidly in minutes

Follow this simple guide to set up your AI-powered customer support workflow and start automating responses today.

1

Create your account

Visit the homepage and click Sign in. Enter your email to receive a magic link (no passwords required). Open the link to finish signing in.

2

Set up your workspace

In the settings page, name your organization and enter the name of your support agent. You can update these anytime.

Workspace and profile settings
AI configuration
3

Connect your AI provider

Add your API key for your preferred provider to draft and summarize replies. You remain in control—nothing is sent without approval.

  • Paste your API key in Settings → AI
  • Pick a default model and temperature suitable for support tone
  • You can override model choices per‑category later
4

Define categories and SLAs

Create a few initial categories (e.g., Billing, Technical, Sales) and set response targets. Aidly uses these to triage and prioritize.

  • Configure per‑category instructions, examples, and tone of voice
  • Set working hours and escalation thresholds to match your policy
5

Add custom instructions

Provide brand guidelines, do/don't lists, product context, and links to docs so drafts follow your style and policies.

6

Connect your support email

Create or copy your Aidly support address, then set up a forward from your existing inbox (e.g., support@yourcompany.com). New messages will appear in the triage view.

  • Keep your original address public; Aidly stays behind the scenes
  • Optionally verify sending so approved replies go out from your domain
7

Generate the automatic replies

Enable automatic drafting to have AI propose replies as conversations arrive. You approve every send, and can adjust automation levels per category.

Dashboard overview
Triage view
8

Triage the newly received emails

Review incoming threads, confirm categories and priorities, and apply quick actions. Open any draft to edit before approving send.

9

Go deeper with the review mode

Use review mode to inspect message history, suggestions, and rationale. Collaborate with teammates via notes before finalizing a response.

Inbox review mode
10

Pick a plan

Choose monthly or annual billing when you're ready. You can upgrade, downgrade, or cancel anytime. See Pricing.

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Tips

  • Keep instructions concise and example‑rich; drafts improve with context
  • Use SLAs to surface urgent conversations and reduce response variance
  • Start with human‑in‑the‑loop; enable more automation as quality stabilizes
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Need help?

We're here to help with setup, migration, and best practices. Email support@aidly.me.