Quickstart Checklist

Follow these steps to get your AI avatar live and ready for meetings. Each step links to a detailed guide if you need more context.

Go to platform.buzztrail.ai and click Get Started
Pick your avatar — browse the options, click one you like, and it auto-advances. You can change it later
Pick your sales framework — choose the methodology your AI will follow. If unsure, pick MEDDIC. More on frameworks
Enter your work email and sign up with Google (fastest) or email + password. Account details
You land on Configuration → Behavior — your avatar and framework are already configured from the previous steps
Go to the Knowledge tab — your company website URL is already being crawled automatically based on your email domain
Add 2-3 more URLs — your pricing page, product page, and FAQ are good starting points. Knowledge sources
Upload a PDF if you have a sales deck, product one-pager, or case study. File upload
Go to the Integrations tab — connect your calendar so meetings sync automatically. Calendar setup
(Optional) Connect a note-taker service to import transcripts from past meetings as training data. Integrations setup
Go to the Personal Link tab in Configuration — copy your unique meeting URL
Open your link in an incognito window to test the guest experience. You’ll see the pre-call setup, intake form, and your AI avatar in action
Share your personal link in your email signature, outbound messages, or website — you’re live

Need more context on any step? See Setup by Role for persona-driven guidance or Setup FAQ for explanations of why each step matters.