# Oppy Welcome Kit: Master Guide Published: 2026-03-20 Updated: 2026-03-25 Source: https://docs.oppy.pro/n/oppy-welcome-kit-master-guide --- # Oppy Welcome Kit Welcome to Oppy — the platform for building AI employees that talk, text, email, and chat on behalf of your business. This master guide links to everything you need to become an Oppy expert. **Your Dashboard:** [app.oppy.pro](https://app.oppy.pro) ![Oppy Welcome Kit hero image with Oppy logo and communication channels](https://res.cloudinary.com/kw/image/upload/v1774391806/comms-api/production/07b2801d-80ae-45cf-ace9-1b272a30384c/6427ea81-2f68-4bb9-b320-7b4d143bcfa9/oppy_1774391806_0.jpg) --- ## Start Here ### [Getting Started Guide](https://app.oppy.pro/n/oppy-welcome-kit-getting-started-guide) Your first 15 minutes — creating your account, building your first Oppy, testing it, sharing it, keyboard shortcuts, and Tips From Usage. --- ## Core Features ### [Account Concierge (Smooth Operator) Guide](https://app.oppy.pro/n/oppy-welcome-kit-account-concierge-smooth-operator-guide) The floating AI assistant that manages your entire account. Create Oppies, update prompts, pull analytics, manage contacts — all through natural language. Representative examples from common onboarding and support scenarios. ### [Creating & Managing Your Oppies](https://app.oppy.pro/n/oppy-welcome-kit-creating-managing-your-oppies) Oppy setup — wizard, prompt editing, phone/SMS/email config, voice, share page, QR codes, embed widget, contextual buttons, managers, delivery states, version history, and industry-specific tips. ### [Understanding Conversations](https://app.oppy.pro/n/oppy-welcome-kit-understanding-conversations) Statuses, message types, the advanced view, communication methods, tags, needs attention, taking over, voice calls, memory, bulk operations, and filtering. --- ## Knowledge & Organization ### [Knowledge Bases Guide](https://app.oppy.pro/n/oppy-welcome-kit-knowledge-bases-guide) Your Oppy's brain — creating from websites/documents/notes, semantic search, troubleshooting, connecting to Oppies, and real-time web search fallback. ### [Notes Guide](https://app.oppy.pro/n/oppy-welcome-kit-notes-guide) Press N! 4 visibility levels, attach to contacts/conversations, sync to knowledge bases, rule notes, version history, FUB sync, document upload. ### [Boards Guide](https://app.oppy.pro/n/oppy-welcome-kit-boards-guide) Kanban boards, lists, items, sales pipelines, linked items, automation rules, bulk operations. --- ## Strategy & Best Practices ### [Prompting Best Practices](https://app.oppy.pro/n/oppy-welcome-kit-prompting-best-practices) Anatomy of a great prompt, multiple example scenarios (Example Mortgage Academy, Example Realty Group, Example CRM, Example Homes Group, Example Lending, Example Agency), common mistakes, and the smart way to update prompts. ### [Integrations & Setup](https://app.oppy.pro/n/oppy-welcome-kit-integrations-setup) Follow Up Boss, website embed, contextual buttons, QR codes, Google Calendar, Slack, webhooks, Salesforce patterns, and SMS compliance. ### [Events API & Timeline Guide](https://app.oppy.pro/n/oppy-welcome-kit-events-api-timeline-guide) Send events from Stripe, Typeform, Calendly, Zapier, and any other tool to your Oppy Timeline. Includes API reference, code examples (curl, JS, Python, Ruby), popular integration patterns, and how to trigger Automation Rules from external events. ### [Follow-Up System Guide](https://app.oppy.pro/n/oppy-welcome-kit-follow-up-system-guide) Fixed vs auto scheduling, 12-step AI generation, prompt instructions, per-conversation overrides, business hours, DNC protection, and real case studies. ### [Triggers & Proactive Features](https://app.oppy.pro/n/oppy-welcome-kit-triggers-proactive-features) CRM tag triggers, form triggers, website buttons, QR codes, bulk outreach, automation rules, needs attention as trigger, and 5 ready-to-use playbooks. ### [Website Embed Deep Dive](https://app.oppy.pro/n/oppy-welcome-kit-website-embed-deep-dive) Installation for every platform, starter prompts by industry, contextual buttons for every page type, hidden context, form-to-chat bridges, and dynamic button generation. ### [QR Codes & Sharing Deep Dive](https://app.oppy.pro/n/oppy-welcome-kit-qr-codes-sharing-deep-dive) All 7 sharing options, when to use each QR type, 30+ pre-filled SMS message examples, campaign tracking, placement tips, and social media templates. ### [Tools, Functions & Admin Permissions Deep Dive](https://app.oppy.pro/n/oppy-welcome-kit-tools-functions-admin-permissions-deep-dive) Complete manifest of all 68 functions, admin vs public permissions, manager whitelisting, inbound email/SMS flow patterns, personal AI coach setup, and prompt injection protection. ### [Credits, Billing & Wallet Guide](https://app.oppy.pro/n/oppy-welcome-kit-credits-billing-wallet-guide) How credits work, what costs what (SMS bash.05, voice calls ~/5min), auto-recharge setup, low balance warnings, prepaid packages, and cost optimization tips. ### [AI Image & Video Generation Guide](https://app.oppy.pro/n/oppy-welcome-kit-ai-image-video-generation-guide) Built-in AI content creation — 2 image models, 11 aspect ratios, 4 resolutions, batch generation, template variables, 6 Veo video models, frame interpolation, and reference image consistency. ### [Lead Magnets & Event Capture Playbook](https://app.oppy.pro/n/oppy-welcome-kit-lead-magnets-event-capture-playbook) Complete walkthrough: webinar lead magnet from scratch (Oppy creation, prompt, QR code, follow-up), sample conversation flow, adaptations for conferences/ads/podcasts, campaign tracking, and conversion comparison vs traditional forms.--- ## Ideas & Examples ### [Ideas & Inspiration](https://app.oppy.pro/n/oppy-welcome-kit-ideas-inspiration) Creative approaches — daily briefing podcasts, deal tracking, meeting recaps, interactive landing pages, multi-step funnels, recruiting assistants, and industry-specific quick wins. ### [Use Cases & Examples Gallery](https://app.oppy.pro/n/oppy-welcome-kit-use-cases-examples-gallery) Real implementations with prompt excerpts and results — Example Homes Group ISA, Example Lending Team, Example CRM triage, Example Realty Group, Example Mortgage Academy webinar, Example Agency reseller, and more. ### [Case Study: AI Brand Kit Designer Lead Magnet](https://app.oppy.pro/n/oppy-welcome-kit-case-study-ai-brand-kit-designer-lead-magnet) Build an interactive AI brand kit generator: form-to-chat bridge, website crawling, logo generation, real-time iteration. Full code, prompt template, funnel diagram, and industry variations. --- ## Questions & Support ### [Frequently Asked Questions](https://app.oppy.pro/n/oppy-welcome-kit-frequently-asked-questions) Getting started, prompt training, voice, SMS/email, integrations, website, follow-up, pricing, security, and competitive comparisons. ### [Advanced Questions & Troubleshooting](https://app.oppy.pro/n/oppy-welcome-kit-advanced-questions-troubleshooting) Multi-agent architecture, Salesforce integration, voice advanced, reseller/white-label, troubleshooting, and performance metrics. --- ## Quick Links | Action | Where | |---|---| | Open dashboard | [app.oppy.pro](https://app.oppy.pro) | | Create new Oppy | [app.oppy.pro/v2/oppies/new](https://app.oppy.pro/v2/oppies/new) | | Conversations | [app.oppy.pro](https://app.oppy.pro) → Conversations sidebar | | Contacts | [app.oppy.pro](https://app.oppy.pro) → Contacts sidebar | | Knowledge Bases | [app.oppy.pro](https://app.oppy.pro) → Knowledge Base sidebar | | Analytics | [app.oppy.pro](https://app.oppy.pro) → Analytics sidebar | | Boards | [app.oppy.pro](https://app.oppy.pro) → Boards sidebar | | Voice Library | [app.oppy.pro/voices](https://app.oppy.pro/voices) | | Generate Images | [app.oppy.pro/generate/photos](https://app.oppy.pro/generate/photos) | | Account Settings | [app.oppy.pro/profile](https://app.oppy.pro/profile) | | Billing & Plans | [app.oppy.pro/billing-and-plans](https://app.oppy.pro/billing-and-plans) | | Account Concierge | Click blue floating icon (bottom-right) | | Quick note | Press **N** on any page | | New contact | Press **C** on any page | | New email | Press **E** on any page | | New SMS | Press **S** on any page | | New call | Press **P** on any page | --- ## Need Help? - **Account Concierge** — Click the blue floating icon on any page - **Slack** — Your dedicated channel with our team (set up during onboarding) - **Weekly Check-ins** — Review conversations and refine prompts together - **Share a Conversation** — Click Share to send a link to our team --- *Built from product documentation, codebase analysis, and tested workflows. Every answer is grounded in actual platform capabilities. Last updated: March 2026.*