✨ Setup Assistant

Conversational AI that interviews new admins and configures CRMown — pipelines, workflows, custom fields, dashboards, and more — in roughly five minutes.

• Setup Assistant — How It WorksAvailable on every plan, the Setup Assistant lives at Settings > Setup Assistant. It runs a 4-7 question conversational interview to learn your business, then generates a curated configuration package…
• Re-Running the Setup AssistantThe Setup Assistant doubles as a "rebalance my setup" tool for existing customers. Recommendations consider what you already have — the engine reads your current SuiteActivation state and avoids dupli…
• Setup Assistant Inside a SandboxSandbox-aware end-to-end (per delta decision I). Running the Setup Assistant while attached to a sandbox lands every applied configuration in the sandbox org, never the parent. Combined with the stand…