How onboarding works
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Getting started takes three steps. You tell us about your business, we build a plan around it, and your Raileon team sets everything up for you. There is nothing to install, and you never have to set things up alone.
Step 1: Tell us about your business
Send us a short inquiry from any page of our website, and we will set up a free audit call. On the call we learn how your business runs: your business model, your daily workflows, the tools you use, your biggest bottlenecks, and your goals. Bring the people who know the work best.
Step 2: We build your plan and your workspace
Your audit becomes a custom proposal: what your agents will do, which tools they connect to, and what it costs. When you are happy with it, you sign your service agreement and make your first payment online.
Your Raileon team then configures your workspace from what we learned on the audit call. That includes your own secure, isolated environment, agents set up for your business, and the automations in your plan.
You will get an email invitation to your dashboard. Until your workspace is ready, the dashboard shows that your team is setting it up, and you will get an email the moment it is live. On a setup call, we then connect your accounts together, such as email, calendar, and CRM. Each connection uses your own account and your consent, so you stay in control of what your agents can reach.
Step 3: Your agents go to work
Once your workspace is live, your agents begin running immediately. Sign in to your dashboard to watch what they do in real time: emails sent, posts drafted, leads followed up, and reports generated. Every action is logged and visible.
Give your agents a head start
Share company documents such as brand guidelines, standard procedures, templates, and customer lists with your Raileon team, or add them to your knowledge base yourself. The more your agents know about your business, the better they perform.
Customer-facing sends wait for your approval
By default, anything customer-facing or irreversible — an email going out, a message to a client — is held for a one-tap approval instead of sending on its own. You approve or decline it from the Approvals drawer in your dashboard, so nothing goes out without you seeing it first.
Anything that spends money, such as a purchase or a payment, is always held too. Your Raileon team confirms it with you before it goes ahead.
Your Raileon team sets this up with you. If you want to change what waits for your approval, ask your team. Some things are always held, whatever the settings: anything that spends money, other irreversible actions, and anything sent by work that runs without you, such as scheduled tasks, triggers, or conversations in a connected channel.