Is there a guided setup wizard in MiOpsAI?

Yes — MiOpsAI includes a guided setup wizard that walks you through the seven essential steps to get the platform productive in under an hour. The wizard runs automatically on first login and remains accessible from your dashboard so you can return to incomplete steps later. There is also a checklist view that tracks setup completion across your team.

The wizard is designed for the operator who wants to get to value fast, not the IT admin who wants 200 configuration screens. You can skip any step and come back to it; nothing is required upfront beyond the inbox connection.

The seven setup wizard steps

1. Connect your inbox (Gmail or Outlook) — OAuth flow, takes 30 seconds. LizziAI immediately starts ingesting recent emails for context.
2. Connect your calendar for free/busy detection and meeting scheduling — same OAuth flow, also 30 seconds.
3. Import or create your first client tenants — bulk import from CSV, sync from Google Contacts, or manually create. The wizard suggests pulling top senders from your inbox as a starting point.
4. Train LizziAI on your voice — review 5 sample drafts, mark them as "sounds like me" or "adjust tone." Five minutes of feedback meaningfully sharpens the AI.
5. Configure your first automation rule — pick from a starter library (auto-create tasks for scheduling requests, escalate cold threads after 5 days) or skip and add later.
6. Invite your team — add team members by email with role assignments (admin, account manager, view-only).
7. Set up your branding (Agency tier and above) — upload logo, set color palette, configure custom domain.

The setup checklist

After the wizard, the dashboard shows a checklist with progress tracking: percentage complete, items pending, and recommended next steps based on your usage patterns. Hover any item for a one-line explanation; click to jump straight to that screen.

The wizard is the same on every plan — no "setup wizard premium" tier. Most teams complete the full flow in 45-60 minutes. See plans or request beta access to start the wizard on your account.