How to use Fabiana
Short guides with interactive steps. Pick one, click through it, and do the same in your own account.
Getting started
- 5 minCreate your first assistantFollow the three-step wizard on Today to create an assistant, pick a template and try it.
- 10 minConnect a channelAdd a channel to your assistant and put the chat widget on your website.
- 5 minInvite your team and choose rolesAdd people to your organization and decide what each one can see and change.
- 8 minSet up your organization: currency, hours and test modeSet currency, working hours, data retention and shared instructions for all assistants.
Train your assistant
- 10 minWrite your assistant’s instructions and personalityChoose response style, greeting, starters and custom instructions.
- 10 minBuild your knowledge baseAdd text and files so your assistant answers with your prices, hours and policies.
- 8 minTurn unanswered questions into knowledgeReview the questions your assistant could not answer and add the answers.
- 5 minTest your assistant before going liveUse the simulator to talk to your assistant without sending anything to a customer.
- 5 minCheck your knowledge for contradictionsRun the contradiction check and fix entries that disagree.
- 8 minAuto-reply, drafts and handoffChoose per channel whether the AI answers or leaves a draft, and how conversations reach your team.
- 20 minUse Claude to refine your assistant’s answersConnect Claude to Fabiana, test your assistant with real customer questions, fill the gaps in its knowledge and check it again, in about 20 minutes.
Conversations and sales
- 10 minWork the inbox: reply, take over, notes and saved repliesAnswer customers, review AI drafts, leave internal notes and reuse saved replies.
- 12 minContacts, tags, custom fields and segmentsCreate or import contacts, tag them, add your own fields and group them into segments.
- 8 minPipeline and leadsMove deals across stages, set deal value and close leads.
Automate and capture
- 8 minAutomations: do things when something happensPick a trigger and the actions to run: tags, tasks, emails, sequences and webhooks.
- 10 minEmail sequencesBuild a series of emails with delays and enroll contacts manually, by stage or by segment.
- 10 minSend a campaignWrite a message, choose an audience and send, with a preview and results.
- 10 minCapture leads with forms and let people bookEmbed a lead form on your site and give team members a booking page.
- 12 minGive your assistant actions and guided conversationsLet the assistant create tasks, capture leads, send payment links and follow step-by-step flows.
Orders and client portal
- 12 minWork an order: brief, versions and approvalTurn on Orders, follow an order through production and send versions to the client for approval.
- 10 minCustomize your order stagesCopy a built-in pipeline, rename stages, add your own and change the brief fields.
- 12 minContent calendar and the client portalDraft a month of content with AI, send proposals to the client and let them approve in the portal.
- 12 minAd reports: import data and publish to the clientImport ad and social metrics, let the AI draft the report and publish it to the client portal.
Measure
Connect and manage
- 8 minAPI keys and connecting ClaudeCreate an API key, connect Claude through MCP and choose what it may do.
- 8 minSend events to your own systems with webhooksSubscribe a URL to events and verify the signature.
- 5 minPlans, usage and billingSee your plan, your usage and what each plan includes.
- 8 minSecurity: roles, SSO and the audit logControl who can do what, require single sign-on and review activity.