Quick Start

Get Know Reply up and running in five steps. You can complete this in under 5 minutes.

What you need

• A business email address (Gmail, Outlook, or any IMAP provider)
• Your website URL (for building the knowledge base)

Step 1: Create your account

Sign up at app.knowreply.ai. We’ll create a workspace where all your agents, knowledge, and settings live.

Step 2: Create an AI agent

Click Setup Wizard to start creating your first agent. The wizard walks you through each step:

1. Name and role - Give it a name and choose what it does (Customer Support, eCommerce Sales, etc.)
2. Special instructions - Fine-tune behavior with goals and guardrails (optional)
3. Escalation - Set where conversations go when the agent hands off to a human
4. Signature - The sign-off appended to every reply

Step 3: Add your knowledge base

Point the agent at your website. The crawler indexes your pages and extracts:

• Product and service information
• Policies and FAQs
• Your brand voice and terminology

This is what makes responses accurate and specific to your business.

Step 4: Connect your email

Link the inbox your agent will monitor:

• Gmail or Outlook - One-click OAuth connection
• Other providers - IMAP/SMTP credentials
• ESP webhooks - For SendGrid, Postmark, Mailgun, etc.

Step 5: Test and go live

Use the Simulator to send test emails and see how your agent responds. When you’re satisfied, activate the agent.

It starts handling replies immediately.

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Next steps:

• Connect additional email providers
• Expand your knowledge base
• Add integrations