Onboarding & Setup

Can I get help training my team on MiOpsAI?

Yes — team training is included in every MiOpsAI plan, with depth and format scaling by tier. Starter and Growth get self-serve training resources plus group office hours. Agency gets dedicated onboarding sessions. Enterprise+ gets custom training programs and a named onboarding specialist.

What's included by tier

  • Starter ($199): Self-serve video library, written documentation, weekly group office hours (open Q&A, 60 min)
  • Growth ($449): Everything above plus 2 hours of 1:1 onboarding with a MiOpsAI specialist + role-based training paths (admin, user, manager)
  • Agency ($849): Everything above plus 4 hours of dedicated team training delivered live (over 2-3 sessions) + custom workflow setup help
  • Enterprise+ ($1,599): Everything above plus a named onboarding specialist for the first 90 days, custom training program designed for your team structure, train-the-trainer materials

Training content covered

  1. Platform fundamentals — navigation, search, account settings
  2. Inbox + LizziAI — how to set up agentic email, autonomy levels, escalation rules
  3. CRM and contacts — managing client records, custom fields, tags
  4. Projects and tasks — templates, recurring work, automation
  5. Reports and dashboards — building views for managers and team members
  6. Add-onsSallyAI social workflows, VisBuilt SEO setup
  7. Admin and security — user management, SSO, audit logs

Format options

  • Live Zoom sessions — interactive, recorded for absent team members
  • Async video courses — go at your own pace
  • Written runbooks — printable cheat sheets for each role
  • Slack/Teams shared channel (Enterprise+) — direct line to your specialist

Onboarding timeline

Most teams reach productive use in 1-2 weeks regardless of tier. Full optimization (custom workflows, AI agents, automations) typically lands in week 4-6. Start your demo walkthrough to schedule kickoff.

Last updated April 20, 2026

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