Onboarding Quickstart Guide
Deploy your AI workforce environment in 5 simple steps. This guide walks you through setting up credentials, syncing files, and launching active automation runs.
Step 1: Create Your Account
Navigate to app.arctactic.com/sign-up. Authenticate your identity profile through our secure WorkOS portal. We recommend configuring Multi-Factor Authentication (MFA) immediately inside account settings.
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 Archie and Marketing AI to detect client inquiries and transmit 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 (e.g. Intake, Contacted, Qualified, Contract Sent, Closed Won). These stages tell Archie where opportunity cards should sit during operational flows.
Step 5: Training the AI Workers
Navigate to **AI Settings > Knowledge base**. Upload your company's FAQ files, service pricing lists, and operational instructions. Archie and the agents will read these documents to formulate contextually accurate call scripts and email responses.
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.