Set up your account with MIA: ready to work in a few minutes

Where do I start?

• In a new workspace — the first time the owner or an admin goes to Overview, the MIA panel opens by itself to set up the account. If you close it, the Set up your account with MIA card stays in Overview: Get started (or Resume, if you had left it for later) opens it again.
• In a client's Account — once the Account has its own active subscription, open it and ask MIA in its panel: “set up my account”. MIA asks you the questions and proposes the plan, just like in a workspace.

Only the owner or an admin of the account can set it up with MIA. If you don't see the card, ask MIA in its panel: “set up my account”.

What's the conversation like?

• MIA greets you, tells you it's MB Suite's AI assistant and asks what your company does. At the top of the panel you see the three steps: About you, Your plan and Setting up.
• Then it asks a few more questions, two or three at a time: for example, how new clients reach you today. Answer in your own words; there's no form.
• If you want to bring in your team, give MIA their emails. It's optional, and each person gets an invitation email from MB Suite.
• With that, MIA picks the recipe for your industry and leaves you the plan on a card.

What does MIA set up?

MIA starts from a recipe based on what your company does: Marketing agency, Services, Clinic or practice, Real estate or Online store. If none fits exactly, it uses Services; in a client's Account, it picks by the client's business. Clinic or practice reminds you not to store diagnoses, treatments or medical records —only what you need to book the appointment— and it isn't offered to accounts in the United States or its territories. The plan comes in blocks:

• Your CRM — always: a pipeline with its stages, the fields and labels for your industry, and where each lead comes from. If something with the same name already exists, MIA reuses it instead of duplicating it.
• Your platforms — the ones worth connecting in your industry, such as your ads, Google Analytics or your Google Business Profile. You connect them yourself, each one from its card.
• Your social media — in some industries, labels in the Social Media Planner to sort your posts by type. It's optional.
• Your team — the invitations to the people you named. It's optional.

Below, MIA will remember shows what it will save in the account's memory, for all its agents: some fields of the account profile, such as the type of business and the goals, and a “CRM map” that explains what it set up. Whatever your account already has stays as it is. MIA saves it when the plan finishes, if everything was set up (see What MIA remembers: your account's memory and how to correct it).

How do I review and approve the plan?

• The card says Setup and the recipe, and how many things it will do: “8 things to get your account ready. Turn off what you don't want.”
• Each block says what it builds. The optional ones have a switch: turn off what you don't want and the card tells you how many steps won't be done. Your CRM can't be turned off.
• Set up my account approves it. Nothing is built until that click, and a “yes” typed in the chat approves nothing.
• Adjust lets you tell MIA what you want different: it proposes another plan, which replaces the previous one.
• Not now leaves it for later: you pick it up again from Overview.

How do I connect the platforms?

MIA can't connect them for you: for each one, you sign in with your own account and grant access. That's why, under the plan, it leaves you a To connect card for each platform, which tells you what it's useful for.

• Click the card's button —for example, Connect Meta Ads—: it takes you to Settings > Integrations, with that platform's card highlighted and a notice from MIA.
• On the highlighted card, click Connect, sign in with your account on that platform and grant access.
• Once it's connected, the notice confirms it and Back to MIA takes you back to the conversation; in the panel, the card changes to Connected.

What happens after I approve it?

• The card shows the progress (“Setting up your account…”). The plan runs in MB Suite: you can keep working, and in Overview the card takes you to the progress with See the progress.
• If you stop it with Stop, what was already set up stays done. In Overview, the card tells you the setup was left halfway, and Resume picks it up again: MIA reuses what already exists and completes the rest.
• When it finishes, the conversation shows Your account is ready: how many steps were done, which platforms are left to connect —each one takes you to its card in Integrations— and, under For your first week:, where to go next.
• If everything was set up, you also get an email with what's ready, what's left to connect and where to start.
• If a step couldn't be done, the conversation says Your account is almost ready, with how many steps were missing, and tells you that's why it didn't send the account-ready email or save what it was going to remember. In Overview, See what's missing takes you to that conversation: once it's fixed, ask MIA for it.

How much does it cost?

In a new workspace, MB Suite pays for the setup conversation up to a credit cap, for 14 days from when it's offered to you: the panel shows you the cap and, under each answer, “Paid by MB Suite (setup)”. While there's room left, you can keep talking even if your balance is at zero. If the cap is reached, or once the setup finishes, MIA goes back to using your credits as with any request.

In every other case —a workspace that's no longer new, or a client's Account—, the setup uses credits like any request to MIA. More in How MIA uses your AI credits.

Can I leave it for later?

• Not now, at the top of the panel or on the plan card, leaves it for later. The Set up your account with MIA card stays in Overview for 14 days from when it was offered: Resume picks it up again.
• The ✕ on that card (Hide) hides it only in this browser; it shows up again if the setup changes.
• If someone else on your team started it, the card tells you so: the plan and the progress are in their panel. When it's done, the account is ready for everyone.
• If you delete the setup conversation from the panel's History, the setup is left for later: you can start it again from Overview.
• Once it's finished, it isn't offered again. To change something it set up, ask MIA like any other change.