Onboarding Wizard

When you first sign up, Sift guides you through a 7-step wizard to set up your organization and AI agent. The whole process takes about 3 minutes.

The 7 Steps

After Onboarding

Once you finish the wizard:

• Your organisation is created with a 14-day free trial (full Growth-tier access)
• Your AI agent is configured and ready to test
• You're taken to the Dashboard where you can test the agent in the Playground

Can I Change These Settings Later?

Yes — every setting from the wizard can be updated from the dashboard:

Next Steps

Test Your First Conversation

Try the agent in the Playground and see how it qualifies leads