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Getting started

Sign up and your first login

Create your Noli account, tell it about your business once, and find your way around the dashboard.

Welcome to Noli. This guide gets you from zero to a team that is already working.

Create your account

  1. Go to app.noliai.com/sign-up. (From the sign-in page, click Hire your team next to "Don't have an account?")
  2. Click Continue with Google, or enter your name, email and a password of at least 8 characters.
  3. If you used email, we send you a 6-digit code. Enter it and click Verify and continue.

Choose a plan

New accounts are taken to the plan picker. Every plan includes your whole AI team (the CRM, the marketing system, the knowledge base, the project manager, and the GTM Engineer), so you are choosing seats and AI usage, not features. Pick a plan and complete checkout. Your first subscription purchase is covered by a 30-day satisfaction guarantee: ask within 30 days and we refund that first payment minus the AI usage you used. See the Terms for exactly what it covers.

When Noli is at capacity, new accounts land on a waitlist page instead of the plan picker. You are added automatically, and we email you when a spot opens.

Tell Noli about your business, once

After checkout, setup opens on its own. It asks for your business name and website first. Click Scan my site (or Continue if you have no website) and your team reads the site, then asks a few short questions:

  • What you do and Who your customers are
  • Your goals right now (up to three, optional)
  • Brand voice (optional)
  • Name your Chief of Staff (it is called Noli until you change it)
  • How much should your Chief of Staff do on its own? Choose Do the work, ask before it goes out (recommended), Suggest only, or Only when asked. You can change this any time in your Chief of Staff's Settings.

Real estate plans also ask for your farm neighborhood and a current or recent listing.

Answers drawn from your site are clearly marked as suggestions, for you to confirm or change. There are no wrong answers, and you can edit all of it later in the Intel Hub. The last button is Confirm and create my brief. If you are not ready, click Skip for now and finish later from the dashboard.

When you confirm, two things happen:

  • Your first brief appears, with a short list of suggested first actions built from what you told it. Click Start with my first action to hand the first one to your Chief of Staff, or Take the two-minute tour.
  • The confirmed brief is shared with each specialist. Each one shows Setting up, Ready, or Needs retry as it gets set up. If one needs a retry, click Retry app setup. It never blocks the others, and setup keeps finishing in the background if you move on. Until every app is ready, a card on your dashboard shows each one, with a Try again button if one needs it.

Until you start it, your first action also waits in the bell and under Needs you. Click it to open Your action plan, where you can Accept plan, Edit it, or Start the first action.

Right after setup, a five-step guided tour shows you home base, the bell, your Chief of Staff, the specialists, and the Command Center. The header reads Guided tour, Step 1 of 5. Click Finish tour when you are done. Until you finish it, you can start it again from the bell.

Find your way around

Your dashboard has a tile for each part of your team:

  • Chief of Staff, the lead that runs the team for you
  • Noli CRM, contacts, deals, pipeline, email
  • Noli AMS, strategy and content that ships
  • Noli KB, capture and retrieve everything you know
  • Noli PM, turn goals into step-by-step plans
  • GTM Engineer, finds the people already looking for what you sell
  • Intel Hub, the shared brief every specialist works from
  • Money, your income and expenses in plain English
  • AI Receptionist, an optional add-on that answers the calls you miss

On a real estate plan you also see Property Analysis and Listing Presentations.

Click any tile to open it. You stay signed in across all of them, one login for the whole platform.

Two more things live at the top of the dashboard. The bell shows what is waiting on a decision from you, plus your team's latest work; see Needs you. The envelope icon next to it shows your latest email once you connect a mailbox.

The easiest way to get started is your Chief of Staff: open it and hand it a goal. It puts the right specialists on the work for you. You can still open any department directly whenever you want to work in it yourself.

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