How do I set up Genie for my team?

Team setup for Genie

You can get your team working with Genie quickly. Start self-serve, then add collaboration and training as you grow.

Self-serve quick start

1. Try as Guest: Use 1 document to see Genie Agents in action.
2. Sign up free: Access 2 documents per month.
3. Meet your Agent: Choose a core workflow (Create, Ask, or Review).
4. Assign your first task: Give a clear instruction (e.g., draft or review a specific agreement).
5. Watch workflow automation: See multi-step execution with logged actions.
6. Upgrade to Pro: Add collaborative agent workflows for your team.
7. Contact support: Get guidance to optimize agent setup and usage.

Enterprise rollout (overview)

• Pilot program: Quick, tailored pilot with custom agent training.
• Timeline: 1–2 weeks from agreement to full agent deployment.
• Setup: 3 days for guided agent onboarding.
• Training: Dedicated Customer Success manager for workflow optimization.
• Custom playbooks: Train Agents on your company standards and preferences.