Polyosync Help Center

How can we help?

Browse help articles or contact our support team.

Request Support

How do you get started?

Getting started with Polyosync begins with creating a business account and identifying what you want artificial intelligence to help your business accomplish. You do not need to understand advanced AI agent architecture or multi-agent orchestration before exploring the platform. Step 1: Create your business account Visit https://polyosync.com/en/signup. Complete the registration form with your name, business name, business email address, password, and country. Read the Terms and Privacy Policy and complete the required acceptance step. Select Create account to register. Step 2: Access your business workspace After successful registration, Polyosync establishes your account session and prepares your initial workspace access. New business accounts begin in Free Explore. This is a read-only experience intended to help you become familiar with the platform. Depending on the registration flow, you will be directed to your business dashboard or the relevant setup page. Step 3: Explore the dashboard The Polyosync dashboard provides access to the different areas of your business AI environment. Start by reviewing the Overview and AI Employees sections. You can also explore other available areas, such as Conversations, Leads, Customers, Bookings, Automations, and additional AI workforce functionality. Some sections or actions may require an eligible subscription. Step 4: Identify your first business use case Before configuring an AI Employee, decide what problem you want to solve. For example, your business may receive many repetitive customer questions. You may want an AI assistant to provide information about your services. Alternatively, you may want to reduce manual work associated with enquiries, bookings, or a recurring business process. Choose a specific activity rather than trying to automate every part of your business immediately. Step 5: Understand AI Employees Polyosync calls its configurable business AI agents AI Employees. An AI Employee is designed around a particular responsibility and can use available instructions, business context, knowledge, and authorized capabilities. Depending on its configuration, an AI Employee may support customer communication, sales-related activities, bookings, or other operational work. AI Employees can also participate in supported collaboration and workflow capabilities. Step 6: Review your workspace settings Open Settings to review the available business configuration. When your workspace has the required access, you can manage supported business information, including your business location and timezone. Accurate business information is particularly important for activities involving customer communication and bookings. You can also review available integrations and team management options. Step 7: Select the appropriate subscription Free Explore allows you to inspect the platform, but it does not provide unrestricted access to paid functionality. Polyosync offers standard business subscriptions for different operational requirements. Enterprise organizations can have customized contracts and deployment configurations. Review the available features and resource limits before choosing a subscription. Step 8: Configure your first AI Employee When your subscription and permissions allow it, open the AI Employees area. Choose the appropriate configuration for the business responsibility you identified earlier. Provide accurate business information and relevant instructions. Review the available capabilities and configure supported integrations if your use case requires them. Avoid granting access to external services that are not necessary for the intended task. Step 9: Test the intended behavior Before relying on an AI Employee for operational work, test realistic scenarios. For example, if the AI Employee is intended to answer customer questions, test whether it can respond accurately using the available business information. If the use case involves an action, verify that the relevant configuration, integration, and permissions are correct. Review the results and refine the configuration where necessary. Step 10: Expand according to your business needs Once you understand your first use case, you can evaluate additional AI Employees, automations, autonomous workflows, and AI collaboration capabilities. You do not need to use every Polyosync feature immediately. The most practical starting point is a clearly defined business activity with an outcome you can evaluate. From there, you can explore how AI agents and AI assistants fit into your broader business operations.