Getting Started·Updated Aug 21, 2026
Next Steps
What to do after initial setup to get the most from KendoAI.
Recommended First Steps
- After completing setup, here's what we recommend:
- 1. Create Your First AI Agent - Build a training agent that matches your typical prospect
- 2. Do a Practice Session - Complete at least one training roleplay to get familiar
- 3. Upload a Real Call - Analyze one of your actual sales calls to see scoring in action
- 4. Connect Integrations - Choose personal or team-wide sources from the Integrations Overview
- 5. Create Scorecards and Routing - Publish a tested mapping so every new call uses the right evaluation
- 6. Invite Team Members - Add your team, job titles, roles, and any source-system email aliases
- 7. Connect Revenue - Add Stripe or Whop if you want collected cash tied to calls
Setting Training Goals
Establish consistent training habits by setting goals:
Daily Training Time - Set a target like 15-30 minutes per day
Weekly Call Reviews - Aim to review 3-5 calls per week
Monthly Progress - Track improvement in your key metrics
Research shows that consistent practice is more effective than occasional intensive sessions.
Explore Advanced Features
Once you're comfortable with the basics, explore:
- Custom Scorecards - Create scoring criteria for your specific sales process
- Prospect Creator - Build detailed prospect personas for targeted practice
- Team Analytics - Compare performance across team members
- Webhooks & API - Automate workflows with custom integrations
Getting Help
If you need assistance at any point:
Check this documentation for guides on specific features
Use the in-app chat support for quick questions
Visit the Support page to submit detailed requests
Ask your team admin if you're part of an enterprise account