Onboarding Track

Team Onboarding

This guide is designed for team administrators and managers setting up Wilmo for their organization. Learn how to configure your workspace, invite team members, set up integrations, and customize your AI agent.

Complete all guides to have your team fully set up and ready to provide AI-powered customer support.

10 guides~41 minutes total

Account Creation

Create your Wilmo account and set up your organization. Get your workspace ready for your support team.

3 min

Invite Team Members

Add your support agents to Wilmo. Send invitations and manage team member roles and permissions.

3 min

Set Up Signatures

Configure email signatures for your team. Customize how your support emails appear to customers.

3 min

Integrations

Connect Wilmo with your existing tools. Set up integrations with e-commerce platforms, shipping providers, and more.

5 min

Email Forwarding

Set up email forwarding to route customer emails to Wilmo. Follow the guide for your email provider.

5 min

Translation

Set up automatic translation for multilingual support. Communicate with customers in their preferred language.

3 min

Migration Date

Set up your migration date to transition your support operations to Wilmo. Plan your go-live timeline.

5 min

Auto-Reply

Configure automatic replies for incoming tickets. Set up instant acknowledgment messages for your customers.

3 min

AI Agents and Prompting

Configure and manage your AI agents. Customize how AI handles inquiries and fine-tune responses with custom prompts to match your brand voice.

8 min

Ready to transform your support?

Get a personalized walkthrough of Wilmo tailored to your business. Our team will show you exactly how AI can automate your customer support.

30-minute personalized demo

See results in your first week

Date & Time

Your Details

Team Onboarding

Account Creation

Invite Team Members

Set Up Signatures

Integrations

Email Forwarding

Translation

Migration Date

Auto-Reply

AI Agents and Prompting

Tags

Ready to transform your support?

Team Onboarding

Account Creation

Invite Team Members

Set Up Signatures

Integrations

Email Forwarding

Translation

Migration Date

Auto-Reply

AI Agents and Prompting

Tags

Ready to transform your support?