Getting started
This guide walks you from signing in to a working Zoie workspace.
Sign in
Open your Zoie URL (for example app.zoie.ai) and sign in with your email and password. A few related flows:
- Magic link — if you received a sign-in link, opening it logs you straight in.
- Two-factor — if 2FA is enabled, enter the one-time code after your password.
- Forgot password — use Forgot password to receive a reset code, then set a new password.
- Invited to a team? — follow the activation link to set your password, then sign in.
Choose your business
Zoie supports multiple businesses under one account. After signing in you'll land on Switch business if you belong to more than one — pick the one you want to work in. You can switch at any time from the business selector.
Set up your business (onboarding)
New businesses start with a short setup wizard that helps you:
- Enter your business details (name, logo, contact info).
- Connect a phone number and messaging channel so you can reach leads.
- Configure AI settings so agents can help with conversations and calls.
- Invite team members.
Your Dashboard shows a setup checklist until the essentials are done, then switches to your day-to-day overview of leads, appointments, messages, and calls.
Find your way around
The left sidebar is your main navigation:
- Dashboard — key metrics and quick actions.
- Leads — your pipeline, in list or kanban view.
- Messages / Emails / Calls — your unified conversations.
- Appointments — your booking calendar.
- Campaigns / Forms / Website widget — outreach and capture.
- Engagement — automation rules.
- AI Agent — configure your AI agents.
- Reports — analytics.
- Settings — account, business, team, billing, integrations.
Next steps
This guide is expanding
Detailed, screenshot-by-screenshot walkthroughs for each step are on the way.