How do I set up my Polyosync business workspace?
After creating your Polyosync account, sign in and open your business dashboard.
Start by reviewing the available workspace sections and identifying the business activities you want Polyosync to support.
When your workspace has the required access, open Settings and review the Business location & timezone section.
Check your business name, legal or billing name, billing email, and business address information.
Make sure the location details accurately reflect your business, especially if you intend to use booking-related functionality.
You can then explore the AI Employees area, review available integrations, and plan which business activities you want to automate.
For example, you may want an AI assistant to answer customer enquiries, an AI agent to support a sales process, or multiple AI Employees to collaborate on operational tasks.
You do not need to configure every module immediately. Starting with one clearly defined business requirement makes it easier to choose the appropriate AI capabilities.
If you are in Free Explore, remember that the workspace is read-only. Saving configurations and executing restricted actions may require an eligible subscription.