> ## Documentation Index
> Fetch the complete documentation index at: https://docs.replify.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Setup Guidance

> Getting started with your AI assistant is super easy. Follow these steps to set up and customize your assistant.

export const BaseUrl = ({path = '', children}) => {
  const baseUrl = 'https://app.replify.ai';
  const fullUrl = path ? `${baseUrl}${path.startsWith('/') ? path : `/${path}`}` : baseUrl;
  if (children) {
    return <a href={fullUrl}>{children}</a>;
  }
  return fullUrl;
};

## Book a Demo

To access the Replify portal, schedule a demo with our team by clicking "Schedule a Demo" at [replify.ai](https://replify.ai). We offer a free 14-day trial.

## Basic Setup Checklist

Once you've registered and completed any required demos, follow these steps to optimize your assistant. Each link below leads to the related setup guide.

1. [Train your assistant](/assistant-setup/knowledge): Provide your website and add FAQs so your assistant can help your customers.

2. [Guide your assistant](/assistant-setup/core-behavior): Provide goals, questions to ask, links to share, and more.

3. [Set up your phone number](/assistant-setup/phone):
   Choose an area code, intro message, and more.

4. [Set up live transfers](/assistant-setup/live-transfers):
   Set when you want to transfer callers to another phone number.

5. [Set up your chatbot](/assistant-setup/chatbot):
   Choose a logo, intro message, and more.

6. [Set up your email](/assistant-setup/email):
   Choose your email, set a footer, and more.

7. [Set up notifications](/conversations/notifications):
   Choose how you want to be notified for new interactions.

8. [Connect to your CRM (optional)](/integrations/zapier-crm-integration):
   Send new leads to your existing CRM or spreadsheet using Zapier.

9. **Launch**: Add your chatbot, email, and phone number to your website, and/or forward calls to your AI assistant's phone number.