Get started in three steps
Create your first intelligent customer communication workflow and start automating your business processes.Step 1: Set up your account
Create your Kaie account
Create your Kaie account
Sign up for a free Kaie account at platform.kaie.ai to get started.You’ll get access to our workflow builder, basic integrations, and analytics dashboard.
Configure your workspace
Configure your workspace
- Set up your workspace with your company information
- Choose your primary communication channels (WhatsApp, Instagram, etc.)
- Configure your AI Brain settings for optimal performance
You can always modify these settings later in your workspace preferences.
Step 2: Create your first workflow
Build a simple workflow
Build a simple workflow
- Navigate to the Workflow Builder in your dashboard
- Choose a template or start from scratch
- Drag and drop nodes to create your workflow logic
- Connect nodes with triggers and conditions
Start with our “Welcome Message” template for a quick win!
Connect your channels
Connect your channels
- Go to Integrations and connect your WhatsApp Business account
- Set up Instagram Business integration if needed
- Configure voice call settings for automated calls
- Test your connections to ensure everything works
Make sure you have the necessary permissions for each platform before connecting.
Step 3: Deploy and monitor
Activate your workflow
Activate your workflow
- Review your workflow configuration
- Test it with sample data
- Publish your workflow to make it live
- Monitor performance in the Analytics dashboard
Next steps
Now that you have your first workflow running, explore these advanced features:Advanced Workflows
Learn to build complex, multi-step workflows with conditional logic.
AI Brain Integration
Leverage AI to create intelligent, context-aware conversations.
Analytics & Insights
Track performance and optimize your workflows with detailed analytics.
API Integration
Connect Kaie with your existing systems using our powerful API.
Need help? Check out our platform overview or join our community for support.