Quick Start Guide
Get from sign-up to your first AI-assisted action in about five minutes. This guide walks you through the essentials.
Step 1: Create Your Account
Step 2: Set Your Criteria
Your AI team needs to know what you're looking for. Head to your Criteria & Strategies settings and configure:
Your agents use these criteria to filter leads, measure deals against your targets, and prioritize their work.
Step 3: Connect Your Services
Doughy works with the accounts you already use:
During early access, our team sets up connections with you — self-serve connect buttons are coming soon. Each connection is optional, and you can add more later as you need them.
Step 4: Review Your First AI Draft
Once your criteria are set, your agents will start working. Open your drafts and approvals to see what they've prepared:
Each item shows who created it, what it does, and clear buttons for what to do next.
Step 5: Approve What's Waiting
Anything headed out of your workspace stops here first — see safety controls for exactly what that covers. Tap any waiting item to review it:
That's it. Your AI team is now working for you. As you approve more of its work, your agents learn your preferences and get better over time.
From then on, mornings start with a short brief — what came in overnight, what went out, and what's waiting on you:
Morning brief
Monday · 6:40 AM- Rents in · 21 of 22 unitsOn track+$30,840.00
- Unit 3C · J. & T. Alvarez15 days late$2,100.00
- Dishwasher quote · Unit 1ANeeds your OK$410.00
- Unit 4A · showing SaturdayListed$1,750.00