How to Use Vellum

Step 1: Go to the Registration Page

Begin your journey by visiting our website. Look for the prominently displayed 'Get Started' button on the homepage. Clicking this button will direct you to the registration page where you can initiate your account setup. Ensure that you enter accurate information, as this will be linked to your profile and notifications.

Step 2: Verify Your Email

After completing the registration form, it's crucial to verify your email to activate your account. Check your email inbox for a confirmation message. This message will contain a verification link; simply click on it to confirm your email address. This step is essential for ensuring security and for receiving updates regarding your account.

Step 3: Set Up Your Profile

Once your email is verified and you have logged in, it’s time to set up your profile. Navigate to the profile settings section, typically accessible from the dashboard. Here, you can input personal details like your name, company affiliation, and specific preferences that will tailor your experience on the platform. A well-defined profile helps in receiving relevant content and features suited to your needs.

Step 4: Explore the Dashboard

Familiarize yourself with the dashboard interface, which serves as your command center. Take a moment to explore various widgets and tools available to you. Familiarization with these features will empower you to use the platform effectively—be it monitoring agent performance or accessing different services catered to sales, customer support, healthcare, or financial services.

Step 5: Create Your First AI Agent

Now that you are comfortable navigating the dashboard, it's time to create your first AI agent. Choose from various methods: chatting with AI for an easy setup, using low-code solutions for a more guided approach, or diving into coding for complete customization. Follow the on-screen prompts carefully to ensure your AI agent is tailored to meet your specific requirements.

Step 6: Utilize Key Features

With your AI agent up and running, explore the various functionalities at your disposal. Whether you're looking to automate KYC checks or generate weekly summaries of client portfolios, each feature is designed to enhance your operational efficiency. For instance, you can set up alerts to flag suspicious Stripe transactions in Slack, ensuring immediate attention to critical issues.

Step 7: Monitor Your Engagement

Once your features are active, it’s important to regularly check the analytics section. Here, you will find performance metrics for your AI agents and other tools you utilize. Analyze these insights to refine your strategies and make informed decisions that enhance user experience and operational workflows.

Step 8: Get Support When Needed

Don’t hesitate to seek assistance when needed. If you encounter any roadblocks, the 'Docs' section is an excellent resource filled with guides and FAQs. Alternatively, you can click on 'Request Demo' to receive personalized help from our support team. Remember, we are committed to ensuring that you have a seamless and effective experience while using our platform.