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Getting Started

Set up your Simplae assistant from scratch in a few clear steps.

3 min readUpdated July 3, 2026

Getting started with Simplae

This guide walks you through your first day with Simplae — from creating your account to sending a test text. No technical background required.

Getting started overview

Step 1: Create your account

Sign up with your work email and business name. Use an email you check daily — that is where setup reminders and important alerts go. If you already received a demo link, sign in with the same email to claim your trial business.

Step 2: Complete your business profile

Add your business name, address, timezone, and industry. These details help your assistant give accurate answers about location and hours. Double-check your timezone — it affects when automated messages send and how conversation timestamps display.

Step 3: Teach your assistant

Head to Knowledge in your portal. Start with one easy win:

  1. Import your website URL, or
  2. Upload a PDF menu or price sheet, or
  3. Type your top ten customer questions and answers

You do not need everything on day one. Many owners start with hours, services, and parking — then add more over the first week.

Step 4: Go live (when you are ready)

Your assistant can run in demo mode before you go live. When you are ready for real customers, follow the SMS overview to register your number — Simplae handles the carrier paperwork; you just confirm a few business details. Plan a few business days for carrier approval if you are in the United States.

Step 5: Send a test message

Text your business number from your personal phone. Ask something you taught — for example, "What are your hours Saturday?" Read the reply in Conversations. If the answer is wrong, update your knowledge and try again.

Your first-week checklist

DayTask
Day 1Profile, website import, first test text
Day 2Upload PDF or photos of signage and menus
Day 3Connect SMS or finish verification paperwork
Day 4Review 5 real or test conversations, fix gaps
Day 5Connect Google Calendar if you take appointments

Common first-day questions

Can I try without a phone number? Yes — use demo mode and the in-browser simulator.

Will customers know it is AI? You control the greeting. Many businesses introduce the assistant by name and offer to connect to a person.

What if I make a mistake? Knowledge updates apply to future messages. Past texts stay in history for reference.