Onboarding · 20 minutes
Set up Heliyos in 20 minutes
Seven steps. Each one connects a place customer context already lives, so workers start on real history instead of an empty database.
Setting up Heliyos takes about 20 minutes for a founder-led team: connect Gmail or Outlook, LinkedIn, your calendar and meeting platform, add your knowledge base from Google Drive or OneDrive, import your pipeline from a CSV or HubSpot, add your first company to the Watchlist and review the first worker runs. History backfills from the connected inboxes and calendars, so the account memory starts full and Taylor and Parker have something to work with on day one.
Steps
From empty to working in one sitting
- 01
Connect your email · 2 min
Gmail or Outlook. Heliyos reads your history to build the account memory, so there is no manual data entry.
- 02
Connect LinkedIn · 2 min
Messages and connection requests join the inbox, linked to the people they belong to.
- 03
Connect calendar and meetings · 2 min
Google or Microsoft calendar, then choose which calls the meeting bot joins.
- 04
Add your knowledge base · 5 min
Product docs, decks and pricing from Google Drive, OneDrive or upload. Workers cite them when they write.
- 05
Import your pipeline · 5 min
CSV or HubSpot. Every record is enriched and linked to its conversations automatically.
- 06
Watch your first account · 2 min
Add a company to the Watchlist. Parker starts keeping it current from the next email or meeting.
- 07
Review the first runs · 2 min
Taylor and Parker start with everything reviewed. Approve a few outputs, then hand off more.
FAQ
Questions people ask
- How long does Heliyos take to set up?
- About 20 minutes for a founder-led team: connect email, LinkedIn, calendar and meetings, add knowledge, import the pipeline and watch the first account.
- Do I need to migrate off my CRM?
- No. Heliyos can be your system of record, or it can connect to HubSpot and keep it current while workers act on Heliyos context.
- What happens to my existing email history?
- Connected inboxes backfill history so the account memory starts full. Nothing is sent or changed in your mailbox.
Twenty minutes from now, a worker is on your accounts.
Closed beta, usage-based pricing, no seats. Join the waitlist and we review your request.