Quickstart

Five steps from signup to a Bot that works inside your business tools. Most people finish in under ten minutes — the longest step is creating your Zoho MCP server.

1. 1
   Start free. Head to the app and sign in. No credit card required — the Free plan covers up to 3 Bots with memory.
2. 2
   Meet Wayfind. Every new account starts with a Wayfind Bot — a chief of staff that already knows its way around. Say hello and ask what it can do.
3. 3
   Create your first Bot. Give it a name and a role, like “Aria — bookkeeping” or “Noah — support triage”. Bots remember your workflows, so be specific about the job.
4. 4
   Connect a tool. Click Connectors at the bottom of the sidebar, pick the app (Zoho CRM, Stripe, Outlook…), follow the setup guide, and paste your endpoint URL. Full walkthrough in Connectors.
5. 5
   Hand off the first job. Ask the Bot to do something real — “reconcile last week's invoices” or “draft replies to unread support tickets”. It will work in the background and ask for approval before anything sensitive. Make it recurring and it becomes a routine.

Approvals keep you in charge#

Bots run on their own but stop for your OK before sending, paying, publishing, or changing important records. You don't need to watch every step — just the ones that matter.