Your first week
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Here is what to expect once your Raileon team has set up your workspace.
Day 1: Your workspace goes live
You get an email the moment your workspace is live. Sign in to your dashboard with the account you created from your invitation. Your agents are already configured with what we learned on your audit call and any documents you shared with us.
On your setup call, your Raileon team walks you through the dashboard and connects your accounts with you, such as email, calendar, and CRM. You can add more documents to your knowledge base at any time.
The first few days: Agents start working
Your agents begin carrying out tasks: drafting follow-up emails, drafting social posts for you to publish, updating your CRM, and generating reports. By default, anything customer-facing or irreversible — like an email going out — waits in your Approvals drawer for a one-tap approval before it sends, so nothing reaches a client without you seeing it first. Anything that spends money is confirmed with you by your Raileon team before it goes ahead. You can see every action in your activity feed. Review what your agents do and give feedback to help them improve. If you want to change what waits for your approval, ask your Raileon team.
By the end of the week: Feedback starts paying off
By now you've likely approved or declined a few suggested actions. Once you decline the same kind of suggestion a few times — the same email tone, the same report format — your agent turns it into a standing preference, so it stops repeating it without you saying so again.
The first week is calibration
Expect the first week to be about tuning. The more feedback you give in the Approvals drawer, the faster your agents pick up your preferences.