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Next Steps

What to do after initial setup to get the most from KendoAI.

Last updated: Feb 6, 2026

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 - Set up Zoom or Fathom to auto-import calls

5. Invite Team Members - Add your team for collaborative training (if applicable)

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.

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

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

Can't find what you're looking for? Our support team is here to help.