Getting started with Workmento.
Use this guide to configure Demi, connect your customer channels, and review the work Workmento captures for your team.
Start with your business profile
Workmento works best when Demi has the same information your office team uses: where you serve, when you answer, what you sell, and when a customer should be escalated to a human.
Complete your company details
Add your business name, service area, hours, trade focus, emergency rules, and the customer promises Demi should follow.
Choose and secure your AI provider
Workmento supports Claude, OpenAI, Gemini, and Groq so you can match Demi's quality, speed, and cost to your operation.
Choose Claude, OpenAI, Gemini, or Groq
Pick the provider that matches your budget, response style, and compliance needs. You can update the provider from settings as your workflow changes.
Enter API keys safely
Paste provider keys only in the secure settings fields. Workmento stores keys for your workspace and never asks you to send them through chat or email.
Add customer channels
Connect the places customers already reach you, then define how Demi should respond when the request is urgent, high value, or outside your normal service area.
Connect phone, WhatsApp, SMS, and chat
Add the channels your customers already use, then decide which ones Demi answers directly and which should route to your team.
Configure the knowledge base
Add the answers your customers need most: pricing rules, warranty limits, service descriptions, scheduling policy, and what information Demi must collect before booking.
Teach Demi your real rules
Upload service descriptions, pricing guidance, warranty language, scheduling rules, and FAQs so Demi answers from your business policy.
Test Demi before launch
Use the test-call workflow to hear Demi answer, qualify, summarize, and hand off a realistic customer request before routing live traffic.
Test Demi before going live
Run a simulated call, review the transcript, adjust your instructions, and repeat until the handoff feels right for your customers.
Review captured work in the dashboard
After Demi handles a conversation, use the dashboard to verify the outcome, update records, and decide what your team should do next.
- 01Leads
Review newly qualified leads, project details, urgency, estimated value, and recommended next actions.
- 02Calls
Open call records to inspect transcripts, summaries, customer intent, and any follow-up Demi scheduled.
- 03Customers
Keep contact details, preferences, and interaction history in one place for your office team.
- 04Quotes
Review AI-drafted quote details before sending or editing them for larger jobs that need human approval.
- 05Support tickets
Track customer issues across chat, email, WhatsApp, and SMS so nothing gets lost between channels.
Contact Workmento support
If you need help with setup, provider keys, channels, knowledge-base tuning, or dashboard review, send a support ticket and include the business area you are configuring.