VUI Setup Wizard

Stage 1 of 11

Confirm Your VUI Edition

Complete the items that apply to this VUI edition. Your progress is saved automatically.

Sign in to the correct VUI Command Center edition.Confirm the company/client name and Owner/Admin account.Confirm the expected VUI build/version is loaded.Open Business, Commerce & Growth, Product & Software Launch, AI and Creator once.

Stage 2 of 11

Company & Brand

Complete the items that apply to this VUI edition. Your progress is saved automatically.

Open Admin & Company Control.Enter legal/company and operating/brand names.Add business contact information.Set country, currency, timezone and date format.Add approved logos and branding.Add additional businesses/brands if this edition manages more than one.Test the Company / Business Switcher.

Stage 3 of 11

Users, Roles & Approvals

Complete the items that apply to this VUI edition. Your progress is saved automatically.

Verify the primary Owner account.Add Admin, Management and team users who need access.Assign least-privilege roles.Set module visibility and permissions.Configure approval rules for publishing, spending, destructive actions, integrations and security changes.Test one non-owner account.Review active sessions and remove obsolete access.

Stage 4 of 11

VIA & AI Foundation

Complete the items that apply to this VUI edition. Your progress is saved automatically.

Open AI Command Center and VIA.Confirm the correct business/company context.Complete Brand Brain with approved facts, offers, audience, tone, URLs and prohibited claims.Ask VIA to summarize the business and correct inaccuracies.Review Specialist AI Workforce and VUI Agent Hub.Keep Agent Workspace supervised/approval-based at first.Keep new Agent Builder agents Draft/Paused until tested.

Stage 5 of 11

Products, Stores & Marketplaces

Complete the items that apply to this VUI edition. Your progress is saved automatically.

Open Product & Commerce Studio and import/add products and services.Add primary website and store URLs.Connect Shopify or another supported storefront if used.Connect Etsy if used.Connect eBay if used.Connect AutoDS or supported supplier systems if used.Run a small catalog sync and confirm correct business/store assignment.

Stage 6 of 11

Social, Email & Analytics

Complete the items that apply to this VUI edition. Your progress is saved automatically.

Open Connected Apps & Integrations.Connect Facebook/Instagram where used.Connect Pinterest where used.Connect TikTok where used.Connect YouTube where used.Connect email/marketing services.Connect Google Analytics / GA4.Connect Google Search Console.Connect PostHog if used.Run Integration Audit and clear critical connection warnings.

Stage 7 of 11

Main Operating Modules

Complete the items that apply to this VUI edition. Your progress is saved automatically.

Configure Business Operations and Work Center.Configure Accounting Pro and opening settings/balances.Import current CRM leads/customers.Configure Calendar.Configure Product Research and Product Tracker.Set the primary website/market in SEO tools.Configure Social Command Center.Configure Ads Command Center budget/approval controls.Configure Lead Scorecard Studio and Smart Form Builder if lead generation is used.Configure Email & Journey Center and UGC Campaign Manager for lifecycle/content workflows.Configure Google Shopping & Product Feeds and Affiliate & Referral Commerce where applicable.Add key competitors to Competitor Radar.Create baseline records in Analytics & Feedback Center.Review Workflow Builder & Runner, Reliability Center and Infrastructure & Deployment Center.Set Document AI & Review Inbox review rules for important documents.Connect Reputation & CX sources if used.Confirm Creator Studio brand/production defaults.

Stage 8 of 11

Automation & Intelligence

Complete the items that apply to this VUI edition. Your progress is saved automatically.

Review existing Automation Center rules before enabling them.Set triggers, conditions, approval gates and stop conditions.Set spending and automation limits.Configure Automatic Operations, scheduled briefs and backups.Start Business Autopilot in supervised mode.Set goals in Growth OS / VUI Growth Engine.Configure alerts, notifications and Daily Brief.Keep public publishing and financial/security changes approval-protected until proven.

Stage 9 of 11

Import Existing Data

Complete the items that apply to this VUI edition. Your progress is saved automatically.

Import existing products/services.Import existing customers/leads/business records.Import or attach current marketing and brand information.Enter/import required accounting opening data.Check imports for duplicates and wrong-company assignment.

Stage 10 of 11

Test Before Go-Live

Complete the items that apply to this VUI edition. Your progress is saved automatically.

Test VIA with a harmless read-only question.Test every required connected account.Test product import/sync.Test AI content against Brand Brain.Test one approval end-to-end.Test one execution receipt.Test safe/draft social publishing.Test email workflow if connected.Test an automation using dry-run/low-risk mode.Test Accounting Pro / bookkeeping review.Test reports/exports.Test user permissions.Create and verify a backup.

Stage 11 of 11

Security, Backup & Go-Live

Complete the items that apply to this VUI edition. Your progress is saved automatically.

Create the first full backup.Review Security & Users.Review Activity History.Complete Guide Center / Help & Onboarding.Run the full Integration/System check.Fix critical warnings and disconnected services.Set the edition LIVE when ready.Start the first Daily Brief.Start Business Autopilot in supervised mode.Review the first day of approvals, executions and automations before increasing autonomy.

VUI Setup Wizard

Confirm Your VUI Edition

Company & Brand

Users, Roles & Approvals

VIA & AI Foundation

Products, Stores & Marketplaces

Social, Email & Analytics

Main Operating Modules

Automation & Intelligence

Import Existing Data

Test Before Go-Live

Security, Backup & Go-Live

Ready to Go Live