Onboarding & Setup

What is included in the first 30 days of MiOpsAI?

The first 30 days of MiOpsAI include the private beta access, guided onboarding, full access to LizziAI and any add-ons you select, prebuilt template library, integration setup support, and weekly check-ins from our team to make sure you're getting real value before your first invoice.

Days 1-3: Connect and configure

  • Email and calendar OAuth for every team member — 5 minutes per person.
  • Import contacts and clients from CSV, HubSpot, Pipedrive, or Salesforce.
  • Pick a starter template matching your industry to skip the blank-slate problem.
  • Brand setup — logo, colors, email signatures, voice samples for LizziAI to learn from.
  • Invite your team with appropriate roles.

Days 4-7: LizziAI learns your voice

  1. LizziAI ingests historical sent mail to learn your tone (with your permission, always tenant-scoped).
  2. You review the first 20-30 drafted replies and approve or edit. Every edit teaches her.
  3. By end of week one, draft acceptance rates typically hit 70-80% before any tweaking.

Days 8-14: Workflows and add-ons

  • Build your first automated workflow — usually new-lead intake or weekly client check-in.
  • Configure SallyAI if you added it — connect social accounts, schedule first week of content.
  • Configure VisBuilt if you added it — connect domain, define tracked keywords and competitors.
  • Trial decision point — private beta trial ends; you confirm your plan or pause.

Days 15-30: Production usage

  1. First full month of LizziAI in your inbox at scale.
  2. Weekly check-in calls (Agency and Enterprise+ tiers) to refine workflows and unblock issues.
  3. First monthly report shows hours saved, drafts sent, escalations handled, content posted.
  4. Optimization round — disable features you don't use, enable autopilot on workflows where you've built trust.

What's included regardless of plan

Trial, onboarding, template library, weekly Q&A office hours, in-app chat support, full documentation. Agency and Enterprise+ tiers add a dedicated success manager. Plans from $199/month. Start the private beta access to begin day one.

Last updated April 21, 2026

Ready to see MiOpsAI in action?

Request access and we’ll walk you through how the platform solves your specific workflow.

Request Access →