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Getting started
Create your Nerova workspace, share your goals, customize your team, connect tools, and send the first controlled test.
5 min read
Before you begin
Nerova starts with the outcomes and roles your business needs. Before you begin, decide what you want the team to accomplish, which tools it should use, and which decisions must remain with people.
- Identify the first few roles or outcomes that would create the most value.
- Prepare the business goals and company context requested during onboarding.
- Collect any files the team should use as approved company knowledge.
- Identify integrations, public surfaces, and actions that need human approval.
Create and activate your AI team
- 01
Create your workspace
Create a free Nerova account. Your full coordinated AI team is included from the start.
- 02
Share your vision
Tell Nerova which roles you need and what you want the team to accomplish.
- 03
Customize the team
Review each role, then tailor its instructions, knowledge, permissions, and handoff rules.
- 04
Connect your tools
Connect the website, email, CRM, or other approved systems each role needs.
- 05
Send a Sandbox test
Open Sandbox, select an agent, and send a realistic message before starting live work or installing a web widget.
Launch checklist
- The Agent List shows the expected agent or agent team.
- View Agent shows the correct role, status, and environments.
- Assigned knowledge files show Ready rather than Processing or Failed.
- Required integrations show the intended connected account and a healthy status.
- A realistic Sandbox message completes with the expected behavior.
- The person operating the agent knows how to use Runs and Inbox.