Advanced Setup
Advanced Setup
Additional configuration after onboarding.
What’s Next
After basic setup:
- Add knowledge sources
- Configure personal link
- Connect calendar
- Set up billing
Knowledge Setup
Train your AI:
- Add your website
- Upload documents
- Include best transcripts
Personal Link
Customize:
- Intake form
- Branding
- Redirect URL
Calendar
Connect for:
- Auto meeting sync
- No manual adding
Questions? Contact hello@buzztrail.ai for assistance.