Onboarding

What we need from you

DID is done-for-you infrastructure. Our engineers do the building — we just need access, context, and your rules. Most clients spend only a few hours total during onboarding.

Access to your tools

Secure, permissioned connections to the systems you already use — email, calendar, CRM, messaging, ad accounts, and payment platforms.

How your business works

A walkthrough of your core processes: how leads come in, how you respond, how deals progress, and what 'done' looks like.

Your tone & rules

Your brand voice, FAQs, and the rules that define what AI can do automatically versus what needs human approval.

Reference material

Existing templates, documents, and knowledge so the AI responds accurately and on-brand from day one.

A point of contact

One person on your side to answer questions during the build. Our engineers handle everything technical.

Approval on go-live

Nothing goes live until you've reviewed it. You stay in control of every system before it activates.

The process

A guided path from access to go-live

You're never left to figure things out alone. Every step is led by our onboarding engineers.

01

Discovery call

We learn your operations and identify the highest-impact systems to build first.

02

Access & context

You grant secure access and share the context above. We handle the technical setup.

03

We build your demo

Our engineers build a personalized demo environment, usually ready within 3 business days.

04

Review & go live

You review every system, approve your rules, and we activate your infrastructure.

See DID running inside your business.

We analyze your operations and prepare a personalized demo environment, usually ready within 3 business days.

Same-day response guaranteedDemo environment usually ready within 3 business daysDedicated onboarding engineersCustom infrastructure deploymentSecure enterprise architecture