Preparing for Beta Success: Essential Information and Setup Requirements

Joining our beta program? Here's a quick checklist to ensure you're ready to hit the ground running. From setup requirements to necessary information, we'll guide you through each step to make your beta experience seamless and impactful.

Pre-requisites and Information Gathering

Before beginning your beta journey with EnterpriseChai, we need to collect some essential information to ensure optimal setup. This includes details about your CSM team, products, and documentation. We'll send you an email requesting specific information such as the number of CSMs who will be using the product, their names for account creation, and the products being used in your organization.

Additionally, there are some technical requirements to ensure smooth operation:

Browser: Latest version of Chrome
Internet Access: Required
Web Collaboration Tools: Webex, Zoom, or Google Meet (Note: Desktop clients are not currently supported)
Hardware: Desktop/laptop with microphone and speaker (Latest macOS or Windows recommended)

List of Recommended Documents

To enhance the performance of the CSM Companion, we suggest uploading key documents. The ideal documents are highlighted in green below. Please also include previous call recordings or transcripts, tagged as either customer-specific or generic. This helps the system offer targeted assistance during your sessions.

Getting Started Guide

Once you've provided the necessary information and met the pre-requisites, here’s how to get started with EnterpriseChai:

1. Login Setup

Access the platform at https://app.enterprisechai.com/login using your provided credentials. Your login will be your email address along with an assigned password.

2. Document Upload

After logging in, your first task will be uploading reference materials. Navigate to the upload section, click the 'New' button, and add your product documentation. This step is crucial as it empowers your CSM companion with the knowledge it needs to assist you.

3. Customer Configuration

Set up your customer information through the 'Customers' section. Add new customers by providing their name, point of contact details, and associated products.

4. Launch Your Companion

Create sessions either in advance or on-the-fly as meetings begin. Select the appropriate customer journey phase, specify participant details, and choose between saving for later or launching immediately.

5. Live Call Integration

During calls, the EnterpriseChai assistant actively listens and transcribes conversations in real-time. It automatically detects questions and generates relevant answers to support your customer interactions.

6. Session Review

After completing calls, review comprehensive session summaries that include insights and detailed transcripts for future reference.

Additional Resources

To further optimize your experience, providing additional resources such as past call recordings or transcripts will be invaluable. Tag them as customer-specific or generic to enable more customized responses during your sessions.

Remember, our support team is available to assist you throughout the setup process and to answer any questions during your beta program journey.