GETTING STARTED

Account setup

Choose WhatsApp or email, connect Google Drive, set up Amy, set your chase schedule and confirm your company details.

1Choose your chase channel

Your account chases on one channel at a time: WhatsApp or email. It decides which contact detail is required when you add a candidate, and how every new campaign is sent. Set it in Settings → Assistant → Chase Channel.

In the app: Settings → Assistant

GettingDocsSettings

Amy messages candidates on WhatsApp. Every candidate needs a phone number. Nothing else to set up.

Amy writes from your own domain. Every candidate needs an email address, and the domain has to be verified first.

If you choose email: verify your sending domain

Amy sends from your domain, not ours, so candidates see a name they recognise and replies come back to you. That means proving you own it.

Go to Settings → Integrations → Email Sending Domain and enter your domain.
We give you a short list of DNS records. Add them at whoever hosts your domain. Your IT team or provider will know where.
Click Verify. DNS can take anything from a few minutes to a few hours to propagate, so if it isn’t ready yet, come back and press it again.

Only the account owner can change the chase channel, because it changes how everybody’s new campaigns are sent. Everyone else sees which one is in use. Campaigns already running keep the channel they started on, so nobody is moved mid-conversation.

2Connect Google Drive

This is where every document Amy collects gets saved, neatly organised. It only takes a moment.

In the app: Settings → Integrations

GettingDocsSettings

Go to Settings → Integrations.
Under Google Drive, click Connect Google Drive.
Sign in with Google and approve access. You’ll be returned to Settings with a green Connected badge.

From now on, documents are filed automatically into a tidy folder structure in your Drive, organised by document type, period and client.

3Set up Amy

In Settings → Assistant, find the Amy AI Assistant section and tailor how she sounds to your clients:

In the app: Settings → Assistant

GettingDocsSettings

Assistant name: defaults to “Amy”, change it if you like.
Tone: Friendly, Professional or Casual.
Contact details: your phone or email, so Amy can pass clients to a human if they ask.

Click Save Changes when you’re done.

4Set your chase schedule

In Settings → Assistant → Chase Schedule you decide the rhythm every new campaign inherits. Four settings:

In the app: Settings → Assistant

GettingDocsSettings

Settings

Manage your account and preferences

CancelSave Changes

GeneralAssistantDocumentsIntegrationsNotificationsDanger Zone

Chase ScheduleHow often new campaigns chase, and when they give up

Chase every

1days

A reminder every day until they send everything.

Flag after silence of

5days

No reply and nothing sent for 5 days. A message or a document, on either channel, resets the clock.

Send chases at

10:00

One chase a candidate per day, at this time. A chase that misses its hour is caught up within six.

In this timezone

America/New York

Whose clock the send time is read on.

Example: a candidate is emailed at 10:00 every day, America/New York time. If they reply on day 2, that clears the silence and they are flagged only after 5 quiet days from then.

Chase every

How many days between reminders. Default 1, so a reminder every day until they've sent everything.

Flag after silence of

How many days of no contact at all before a candidate is flagged for your attention. Default 5.

Send time

The hour chases go out. Default 10:00am.

Timezone

Whose ten o'clock. Set this to where your candidates are, not where your server is.

The timezone matters more than it looks. It decides whether “10am” is ten in the morning for the person being chased or the middle of their evening. Set it once and every campaign you create afterwards inherits it.

5Confirm your company details

In Settings → General, check your Company / Agency Name under Account Information. This name appears in the messages Amy sends, so clients know exactly who’s getting in touch. Save and you’re set up for good.

In the app: Settings → General

GettingDocsSettings