Docs

Launch a controlled Replofy pilot.

Set up organization, knowledge, channels, workflows, preview answers, and a low-risk pilot before expanding automation.

Create organizationUpload knowledgeConfigure workflowsConnect inbox channels

Get started

setup checklist

docs setup

Launch pilot checklist

4 of 6 complete

Organization

Workspace

Acme Demo support

approved

created

Roles

Admin, agent, viewer

mapped

Queues

Returns, billing, technical

draft

Sources and channels

Knowledge

5 approved collections

indexed

support inbox connected

test mode

Web chat

widget preview

pending

not launched

Pilot gate

Answer preview

12 checks passed

source visible

Workflow

SLA escalation rule

enabled

Launch

requires admin approval

guardrail

setup01

Configure

Create the organization, roles, queues, and source policy.

test02

Preview

Test answers and routing before public launch.

launch03

Pilot

Start with controlled channels and audit every action.

Docs overview

Get Started

Set up organization, knowledge, channels, workflows, preview answers, and a low-risk pilot before expanding automation.

How it works

setup checklist

Create organization

Set workspace name, support identity, teams, and admin access.

Upload knowledge

Add approved docs, PDFs, websites, and policies before enabling AI drafts.

Configure workflows

Define routing, tags, response-time warnings, escalation, and approval rules.

Connect inbox channels

Add Gmail, SMTP, web chat, or other channels one at a time.

Setup steps

Recommended launch order.

Step 1

Create organization

Set workspace name, support identity, teams, and admin access.

Step 2

Upload knowledge

Add approved docs, PDFs, websites, and policies before enabling AI drafts.

Step 3

Configure workflows

Define routing, tags, response-time warnings, escalation, and approval rules.

Step 4

Connect inbox channels

Add Gmail, SMTP, web chat, or other channels one at a time.

Step 5

Preview answers

Review Aura drafts, source citations, and low-confidence behavior.

Step 6

Launch pilot

Start with low-risk categories and monitor review history and handoffs.

Guardrails

Do not launch before these are true.

At least one approved source collection exists

Human handoff route is configured

Sensitive actions require approval

Operators understand draft review and override

Test tickets were reviewed end to end

Related setup

Where to go next.

Task

Page

Why it matters

Task

Connect channels

Page

/docs/inbox

Why it matters

Messages need owner and route

Task

Maintain sources

Page

/docs/knowledge-base

Why it matters

Aura depends on approved knowledge

Task

Build rules

Page

/docs/workflows

Why it matters

Routing and escalation need policy

Task

Set permissions

Page

/docs/settings

Why it matters

Sensitive work needs access control

See what to read next.

Docs

Inbox

The inbox docs explain channel connection, ownership, tags, summaries, handoff, internal notes, and response-time handling.

Solutions

Knowledge Base

Upload documents, PDFs, help articles, websites, policies, and process docs so Aura and operators can answer from material the team approves and maintains.

Docs

Workflows

Workflows decide how tickets are tagged, assigned, escalated, approved, and audited across channels and teams.

Open setup path

Start with control, then expand.

Use the pilot path to verify sources, routing, and approval behavior.

Book a demo