Quick Start Guide
Get Ayorax up and running in under 10 minutes.
This guide walks you through everything you need to go from sign-up to your first active AI workflow — in one sitting.
Step 1 — Create your account
Go to ayorax.com/signup and enter your work email.
Choose your plan — the 14-day Pro trial gives you full access.
Verify your email address via the confirmation link.
Complete the onboarding wizard: enter your company name, industry, and team size.
Step 2 — Add your leads & connect a channel
Ayorax includes a built-in CRM, so you don’t need a separate one. Bring in your leads and connect at least one channel to start reaching them.
- Go to CRM → Leads → Import CSV to upload your contacts
- Or use Lead Generation to find new leads automatically
- Go to Settings → Integrations to connect WhatsApp, Instagram, email or a calling provider
Step 3 — Build your first workflow
Workflows are the heart of Ayorax. Head to Automation → New Workflow and choose a template — "Lead Follow-up Sequence" is the most popular starting point.
Use the AI Workflow Copilot to describe what you want in plain English: "Send a follow-up email 3 days after a lead is added, then a WhatsApp message if no reply." The copilot builds it for you.
Step 4 — Activate the AI Sales Agent
Go to AI Sales Agent → AI Knowledge Base.
Add your products, pricing, and FAQs.
Set your preferred tone (friendly, consultative, formal).
Enable the agent on your preferred channels (Email, WhatsApp, Chatbot).
Step 5 — Invite your team
Go to Team → Invite Members. Add teammates by email and assign roles: Admin, Manager, or Member. They'll receive an invitation email with a setup link.
All plan limits (contacts, automations, AI tokens) are shared across your organization — not per-seat.
Related articles
Add Leads & Connect Your Channels
Bring leads into Ayorax’s built-in CRM and connect WhatsApp, Instagram, email and calling.
Build Your First Workflow
Create a multi-step automation that sends emails, WhatsApp messages, and updates your CRM automatically.
Invite Your Team
Add teammates, assign roles, and manage permissions across your workspace.
AI Sales Agent Overview
How the context-aware inbound AI agent works, detects intent, and handles replies.