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Start with a small support pilot.

Set up your team, add reliable answers, and test a few common questions before expanding.

IN THE WORKSPACE

Set up a first support workflow

In Knowledge Base, select Add Knowledge Source, then Website URL. Enter a public support URL and add it to the queue.

Knowledge BaseDemo support workspace
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Select a knowledge source from the sidebar or create a new one to get started.

Use the controls yourself, or watch the cursor.

Example data. These controls demonstrate the Helpdesk workflow without changing your workspace.

A practical setup order.

  1. Set up your team.

    Confirm who manages Replofy and who handles customer conversations.

  2. Add your knowledge.

    Start with current website or PDF sources for the questions you answer most.

  3. Set Aura’s instructions.

    Decide what it can help with and when a person should take over.

  4. Connect a channel.

    Start with Gmail or Website Chat and confirm setup during onboarding.

  5. Test the full conversation.

    Check the draft, the source, the assignment, and the handoff.

  6. Review the pilot.

    Fix incorrect answers and unclear ownership before adding more work.

Before customers use it.

  • Someone owns each incoming request.
  • Your support sources are current.
  • Your team knows how to review AI replies.
  • Exceptions have a clear route to a person.