Platform Setup Quickstart
Prepare the workspace in five steps: create the account, connect communication channels, import customer records, define pipeline stages, and add approved business knowledge.
Use the 3-Day Trial Playbook to keep this setup focused on one workflow you can evaluate before the trial ends.
Step 1: Create Your Account
Navigate to app.arctactic.com/sign-up, choose monthly or annual billing, and complete the registration and Paddle checkout. Payment details are required for the 3-day trial. Configure Multi-Factor Authentication (MFA) in account settings when the workspace opens.
Step 2: Connect Communication Channels
Navigate to Settings > Integrations. Select your corporate email system (Google Workspace or Microsoft Office 365) and authorize access. This allows approved workflows to detect client inquiries and prepare message flows.
Ensure you select an email address that receives raw inbound lead inquiries (e.g. sales@company.com or intake@company.com) so Archie can monitor new entries immediately.
Step 3: Import Client Database
Navigate to CRM Pipelines > Import. Upload your existing customer records in CSV format. Align custom columns for name, phone, email, and pipeline stage with ArcTactic contact fields.
Step 4: Configure Deal Stages
Inside the Pipelines Console, define your pipeline columns (for example: Intake, Contacted, Qualified, Contract Sent, Closed Won). These stages tell the AI team where opportunity cards belong during a workflow.
Step 5: Add Approved Business Knowledge
Navigate to AI Settings > Knowledge Base. Upload current FAQs, service pricing, policies, and operating instructions. These sources ground customer-facing drafts and workflow decisions.
The AI agents strictly stick to the uploaded files. Do not upload draft, expired, or incorrect documentation to avoid incorrect agent outputs.
Next Steps
Once these steps are completed, your AI workforce is active. Continue to the email connection details page to configure authentication settings.