YOUR PATH TO AUTOMATION

From signup to Shinobi running the queue

No implementation project, no engineers, no deploys. This is the actual sequence, with the hours your team really spends at each step.

01

Create your workspace

DAY 1
Your team time: ~15 minutes

Sign up, verify your email, name the workspace. Widget, knowledge base and AI config are created with it, nothing to deploy, ever.

  • Cognito-backed accounts with team invites
  • Bedrock model pool by default, or paste your own Anthropic key
  • Every setting is per-workspace and editable from day one
02

Teach Shinobi your business

DAY 1
Your team time: 1–2 hours

Paste your help-center URL and import drafts straight off your site, or write articles by hand. Everything embeds for retrieval on save. On Growth plans, you can also just tell Sensei what you need set up and review what it drafts.

  • Website crawler turns your existing pages into draft articles you approve
  • Shinobi answers ONLY from this, no article means a hand-off, never a guess
  • On Growth and up, Sensei drafts articles, workflows and whole setups from a plain-language ask, behind the same review gates
03

Brand it and go live

DAY 1, MOST TEAMS ARE LIVE INSIDE THE FIRST HOUR
Your team time: ~30 minutes

Set the name, accent, greeting and pages in the widget studio, register your domain, paste one script tag before </body>. That's the whole install.

  • Live preview shows exactly what customers get
  • Page include/exclude rules per path, no code
  • Works on any stack, WordPress, Shopify themes, custom sites
04

Watch, tune, hand off

WEEK 1
Your team time: ~2 hours in week 1

The inbox shows every conversation grouped by who needs you. Claim the ones that matter, hand back when done, and add answers for anything Shinobi flagged as a gap.

  • NEEDS A HUMAN queue with waiting timers
  • Gap capture turns unanswered questions into one-click draft articles
  • Escalation phrases you control force instant hand-offs
05

Wire the stack, raise the ceiling

WEEK 2 AND BEYOND
Your team time: 1–2 hours

Connect Shopify for order lookup and tracking, HubSpot or Salesforce for escalation tickets, and your own APIs as custom tools. Watch containment climb in Reports.

  • Order answers gated behind email verification
  • Escalations file cases with the full transcript attached
  • Reports show containment, CSAT and per-conversation AI cost
QUICK DEMO

See it work

SIMULATION
Watch a workspace rule fire in the simulated support hour: the escalation lands, a teammate claims it.Open the full demo →
THE WHOLE POINT

Steps 1–3 happen on day one, most teams have a live, branded, knowledge-grounded agent inside 15 minutes of signing up. Everything after that is tuning, not building. Measure what it's worth with the savings calculator, or just start.

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