01Create your free account
Go to agents.sartorialai.co/signup and enter your business website. No credit card is needed.
SartorialAI reads your site and builds your starting growth plan: an ideal customer profile, a starter lead list, a 5-email outreach sequence, a content plan and a website chat agent.
Tip: Use your main business website, not a social profile. The more your site says about your services, the better your first plan will be.
02Review your company profile
Your company is your workspace. It holds your AI team, knowledge, contacts, content and campaigns. Check the profile SartorialAI created and correct anything it got wrong:
- Services you offer and the ones you don't
- Service area, hours and how customers reach you
- Your ideal customer and what makes you different
- Your brand voice: formal, friendly, short or detailed
03Meet your AI team
Your workspace comes with AI agents organized into four departments. Turn on the ones your plan includes and give each one its instructions.
- Front Desk: Aria answers calls and chats, Max books appointments, Nova handles support questions.
- Growth: Zane qualifies leads, Savannah follows up, Dax handles outbound.
- Brand: Reese writes and publishes content.
- Operations: Kai runs briefs, reports and scheduled tasks.
04Add your knowledge
Agents answer accurately when they know your business. Add your FAQ, service menu, pricing rules, policies and any PDFs or web pages customers ask about.
Keep it current. When a price or policy changes, update the knowledge base and every agent uses the new answer right away.
05Connect your tools
Connect the systems your agents need to take action. Most connections take a couple of clicks.
- Calendar: so Max can book into your real openings
- Phone number: so Aria can answer and text from your business line
- CRM: so every lead and booking is logged automatically
- Email and social accounts: for outreach, replies and publishing
SartorialAI connects with 1,000+ apps, including HubSpot, Salesforce, GoHighLevel, Google Calendar, Outlook, Gmail and Slack.
06Turn on your channels
Choose where your AI front desk shows up:
- Website chat: add one snippet to your site, or let us add it for you
- Phone: forward your line, or forward only after hours and when busy
- SMS and WhatsApp: two-way texting on your number
- Email: replies from your own mailbox
07Test, then go live
Call your number and chat on your site like a customer would. Ask the hard questions: pricing, availability, something you don't offer. Adjust instructions or knowledge where the answer wasn't right, then switch it on.
Most businesses are fully live within 48 hours.
08Your daily routine
Once you're live, most of SartorialAI runs on its own. A typical day takes a few minutes:
- Review your AI Co-Founder queue and approve, edit or skip each item
- Check the dashboard for calls answered, bookings and new leads
- Glance at hot leads your agents flagged for a personal follow-up
- Read the weekly AI visibility report when it arrives
09Product areas at a glance
- Work: AI employees, chat and voice agents, scheduled tasks, AI Co-Founder
- Grow: lead data, Smart Lists, sequences, inbox
- Market: content engine, SEO and AI visibility, campaigns, keyword monitoring
- Build: websites, landing pages, app builder, brand kit
- Know: knowledge base, Company Brain
10Need a hand?
Paid plans include guided onboarding. You can also book a demo and we'll walk through setup on your own business, or email morris@sartorialai.co.