This guide will walk you through the setup process so you can get started quickly and smoothly. Each section includes interactive demos to help you configure your account quickly.
If you run into any issues, we’re here to help - reach out through any of our support channels!
Table of Contents
- Create Your Account ✨
- Connect Your CRM and Apps 🔗
- Set Up Your Workspace and Users 👤
- Create Assets for Your Workspace ⚙️
- Set Up Your Product 🔥
- Next Steps 🚀
1. Create Your Account ✨
First, let's get you logged in. Please go ahead and log in here to log in.
2. Connect Your CRM and Apps 🔗
Integrating your CRM and apps is the next step to make sure Chili Piper works seamlessly with your current tools. Click on the orange icon to continue to each step.
CRM/Apps Integration Demo - For Admins
My Apps Integration Demo - For Users
3. Set Up Your Workspace and Users 👤
Now that your account is ready, let's configure your workspace and users. Click on the orange icon from the demo below to proceed.
Workspace Setup and User Management Demo
4. Create Assets for Your Workspace ⚙️
Assets like Meeting Types, Teams, Rules, and Distributions are essential for customizing your workspace. Follow the steps in the interactive demo below.
Asset Setup Demo
For further reference about each asset, check the following Knowledge Articles:
5. Set Up Your Product 🔥
You’re almost there! Let’s get your product set up. Choose the relevant demo for your purchased product below:
Concierge Setup Demo
Distro Setup Demo
Handoff Setup Demo
Chat Setup Demo
Need more details?
Check out the Knowledge Base for in-depth articles and setup instructions for each product:
- Concierge Knowledge Base
- Distro Knowledge Base
- Handoff Knowledge Base
- ChiliCal Knowledge Base
- Chat Knowledge Base
6. Next Steps 🚀
Congratulations on getting started! Once you’ve completed the workspace setup and asset creation, you can begin using Chili Piper.
You're ready to launch! 🎉
Need more help?
We’re here to support you along the way—don’t hesitate to contact us with any questions. Here are some options to find us: