The Aploai playbook

A clear next step. At every stage.

Practical guides to connect your business, set up your agent, and make everyday support run smoothly.

A green notebook, laptop and parcel on a sunlit desk — The Aploai playbook

Onboarding · 9 min read

Launch your workspace

The operator path from a brand-new workspace to the first healthy live conversations, working through Agent Builder in order without skipping the validation that protects answer quality.

Agents · 6 min read

Create your first agent

Define a support agent in Agent Builder that is narrow enough to stay safe and useful enough to carry the first wave of live traffic.

Channels · 6 min read

Connect your first channel

Use the Connections section to bring in one live support channel, verify health, and confirm the route lands on the intended workspace without hidden gaps.

Knowledge · 7 min read

Add website and FAQ knowledge

Use the Knowledge section to ground the agent in one reliable help source so answers stay specific instead of slipping into generic support language.

Builder & Playground · 6 min read

Validate and refine before launch

Pressure-test the agent in the Launch section and tune behavior in Train, so the first live week teaches you about edge cases, not avoidable setup mistakes.

Inbox · 5 min read

Review your first conversations in Inbox

Use the first live transcripts in Inbox to confirm routing, answer quality, and the places where the rollout still needs guardrails.

Analytics · 5 min read

Read your first analytics baseline

Use the first Analytics pass to understand demand, activity, and where the workspace is healthy versus merely configured.

Settings · 4 min read

Manage workspace settings and access

Keep the workspace operable by confirming who owns rollout decisions, who can change configuration, and where tenant settings affect the live experience.

Billing · 4 min read

Understand billing and usage basics

Read plan posture, capacity, and early usage signals in Billing without turning the first pass into a finance project.

Troubleshooting · 7 min read

Common launch blockers

Diagnose the first rollout failures quickly: connection not live, knowledge not indexed, no responses, no conversations, or access confusion across the team.