AnyReach
Getting started
Getting started
Getting started

Getting Started with Anyreach

Quick start guide to set up your first AI agent and begin automating customer conversations

Prerequisites

Before setting up Anyreach, ensure you have:

Organization Setup

Create or join an organization in Anyreach. Organizations serve as the top-level container for all your resources including agents, workflows, and team members.

Authentication Access

Valid user account with Logto authentication. The platform uses enterprise-grade authentication with resource tokens for secure API access.

Business Requirements

Clear understanding of your customer service needs and goals. Define your target customer segments, common inquiry types, and desired outcomes.

Content Preparation

Customer service scripts, FAQs, and knowledge base materials to feed into your agents for accurate responses.

Quick Setup Process

  1. 1

    Create Your Organization

    Set up your organization with a unique slug and configure basic settings, branding, and preferences. Organizations are the foundation of the multi-tenant architecture.

  2. 2

    Configure Authentication

    Set up user authentication using Logto with proper resource tokens for secure API access and organization isolation.

  3. 3

    Set Up Knowledge Base

    Create sources and collections in your knowledge base to organize information that will power your AI agents.

  4. 4

    Build Your First Agent

    Create and configure your first AI agent within your organization to handle customer conversations.

  5. 5

    Configure Telephony

    Set up phone numbers to enable voice conversations with your customers through the telephony infrastructure.

  6. 6

    Monitor Conversations

    Use the dashboard to track and analyze customer interactions and agent performance.

Next Steps

Build AI Agents

Create and configure intelligent AI agents with custom personalities and capabilities

Telephony Setup

Configure voice communications with SIP trunks and phone number management

Workflow Automation

Build sophisticated automated processes and business logic workflows

Knowledge Management

Centralize and manage your knowledge base for intelligent information retrieval

Start with a simple agent and gradually add complexity as you become more familiar with the platform. The Playground is an excellent tool for testing and experimentation.