Implementation

How long does it take to get started with Alex?

The typical implementation timeline is:

• Basic setup & CRM integration & Agent configuration: 1 day
• Email warmup: 2 weeks
• Testing and refinement: 1-2 weeks

Does Alex require technical expertise to set up?

No, Alex is designed to be user-friendly for sales professionals. Our platform features:

• Guided setup wizards
• Pre-built agent templates
• Intuitive drag-and-drop interfaces
• Plain language configuration
• Extensive documentation and tutorials

For enterprise customers, we also offer professional services for custom implementations.

How much customization is possible?

Alex is highly customizable to match your sales process:

• Create custom agent personalities and roles
• Design unique workflow sequences
• Build custom pipeline stages and deal processes
• Develop custom reports and dashboards
• Configure unique integration mappings

Do you offer onboarding assistance?

Yes, all plans include onboarding support:

• Launch: Self-service guides and email support
• Ascend: Guided virtual onboarding sessions
• Orbit: Dedicated implementation manager and custom onboarding plan
• Custom training sessions available for all plans