How guided setup works for teams
From the first WhatsApp conversation to the first right answer.
Siglata team
Sep 24, 2026 · 5 min read
Guided setup is included in the Teams plan. We connect the agent your team already uses, upload the documents and spreadsheets behind the first question and answer it together with you.
We start with the question that comes back every week: each branch's sales, stock for the next purchase, what's overdue. Setup ends when that answer is right.
How it starts
It all starts with a WhatsApp conversation. We want to know which documents the operation runs on, which agent the team already has and who needs access.
The steps of guided setup
How long it takes depends on your files and how many people take part.
| Step | What we do |
|---|---|
| Conversation | Learn the documents and the questions that come back every week |
| Agent | Connect the agent the team already uses |
| Files | Upload the files for the first question |
| First answer | Ask together and check the numbers |
What's included
- Connecting the team's agent.
- Uploading the first documents and spreadsheets.
- The first question, answered with you.
- Inviting the rest of the team.
- Support on WhatsApp and invoicing with a nota fiscal.
Illustrative setup checklist
Illustrative example of a guided setup.
Guided setup
Example
Item
Team agent
| Step | State |
|---|---|
| Agent connected | Done |
Guided setup
Example
Item
ERP export + spreadsheet
| Step | State |
|---|---|
| Files uploaded | In progress |
Guided setup
Example
Item
With you
| Step | State |
|---|---|
| Answer checked | Done |
What it isn't
It isn't an ERP replacement. It isn't an integration with your systems. It isn't consulting: after setup, the team asks the agent directly.
How to reach us
Siglata is based in Franca, SP. Contact is on WhatsApp or at contato@siglata.com. The /para-equipes page describes the Teams plan.
If you want Siglata for your team, talk to us on WhatsApp or at contato@siglata.com.
See how it works
