ALEX setup call

Book a setup call that gets ALEX live.

Complete the checklist, then choose a time. We'll use the call to install ALEX, connect Slack, and launch your first workflow.

API credits ready

Slack workspace picked

Install computer nearby

Required

Anthropic credits

Add at least $5 in prepaid API credits before the call. ALEX uses Claude during setup, so this is the one item that can block launch.

Bring to the call

Slack workspace selected and ready to authorize.

The Mac or Windows computer ALEX should run from.

Device password or admin approval for install prompts.

Logins for the apps ALEX will use first.

Expect screen sharing

We may need browser approvals, install prompts, or device permissions. If another admin controls the machine, have them nearby.

Useful app logins

Gmail / GoogleMetaGoHighLevelShopifySlackCalendar