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Cortex Growth Platform Onboarding – Key Points

🔹 Welcome & Purpose

• Welcomes users to Cortex Growth ****and will guide them on navigating the platform to launch their first AI campaign effectively.

Dashboard Overview

• Displays AI agent data:
  • Conversations
  • Call time
  • Booked meetings
  • Hot leads
• Changing an overwhelming feeling of a new platform, into focused and targeted essential steps to get started.

Get Help Options

• Resource Hub:
  • How-to videos for connecting your calendar, setting up a phone number, pipelines, and scripts.
• Weekly Support Webinars:
  • Live help from specialist teams.
• Sky (AI Assistant):
  • Can answer questions live like a human.
• Feedback & Bug Reporting:
  • Provide feedback or report issues.
• Option to Hire Help:
  • For those needing direct support.

Agent Management

• Agent Section:
  • Create and manage new or existing AI agents.
  • Instructional videos are available throughout for guidance.
• Look for the checklist (bottom-left corner) to:
  • Connect your calendar.
  • Claim a phone number.
  • Set up your first agent.
  • Import leads.