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Welcome
to the
team!

You just hired the best sales coach in the world. Here's how to get him working for you — fast.

01
Teach Kolby your business
Create your first template. 2 minutes. We'll walk you through it below.
02
Upload your documents
Price sheets, scripts, objection guides. The more Kolby knows, the sharper he coaches.
🔥
Make your first call
Test it with someone you know — or call us. We'll be your first prospect.
Open My Dashboard →
Then come back here — we'll walk you through every step
Platform Walkthroughs

Every part of Kolby.
Explained in minutes.

Watch once — come back whenever you need a refresher. These cover the entire platform start to finish.

Setup
Kolby AI Template
How to create your first template — the most important step before your first call.
Setup
Kolby AI Knowledge Base
Upload your documents and give Kolby full context on your business, products, and compliance.
Settings
Kolby AI Settings Tab
Set your Kolby number, default template, and verified caller ID before your first call.
Live Call
Making Outbound Calls with Kolby AI
How to dial out, how Kolby connects to your phone, and what real-time coaching looks like.
Training
Kolby AI Training Module
Practice with an AI prospect before you ever call a real one. Build reps without risk.
Power Dialer
How to Use the Power Dialer
Load a list, move through it fast, and keep every call connected to your template and knowledge base.
1
Create Your Template

Kolby needs to know your business
before your first call.

Kolby is your new expert sales coach — and your newest employee. He cannot guess what you sell, who your customers are, or how you close. You have to tell him. That's what a template is. Once it's built, Kolby knows everything — and he goes to work.

⭐ Recommended 🤖
Create with AI
Describe your business in plain English — what you sell, who you sell to, what objections come up. Kolby builds the entire template in under 60 seconds.
Manual 📋
8-Step Wizard
Walk through 8 guided pages yourself. Pro tip: screenshot the questions, drop them into ChatGPT or Claude, let the AI answer — then copy and paste.
1
Go to Templates → Create with AI
Log into agent.kolbyai.com → click Templates in the sidebar → hit Create with AI top right.
2
Describe your business in plain English
2–3 sentences. What you sell, who you sell to, what objections come up. The more detail, the sharper Kolby coaches.
3
Hit Generate — give it about 60 seconds
Stay on the page. Kolby is building your full sales playbook — objection handling, qualifying questions, your close.
4
Your template appears in your library
Don't see it? Refresh the page. Edit it, improve it, or add a second template for a different product any time.
2
Upload Your Documents

Give Kolby your actual business documents.

Go to Knowledge Base → Create Knowledge Base and upload your files. The more Kolby knows — the more deals you close. Think of it like uploading a doc into ChatGPT — same idea, except it coaches you live on every call.

💰
Price Sheets
Kolby will never quote the wrong number
📝
Call Scripts
Your exact talk tracks, word for word
🛡️
Objection Playbooks
Your best answers, ready before you pause
⚖️
Compliance Rules
Things Kolby must never say on a call
👤
Buyer Personas
Who your ideal customer is and what they care about
📄
Product Docs
Brochures, spec sheets, case studies — anything
💡
Start with one doc. Even a single price sheet or objection list changes how Kolby coaches you. Add more any time.
3
Make Your First Call

Now let's test your
new teammate.

Before you call a real prospect — test it first. Call someone you know and have them play a customer. You'll feel exactly what Kolby does in real time. That's the moment everything clicks.

1
Enter prospect's number + hit Start Call
→
2
Kolby calls YOUR phone first — answer it
→
3
Kolby dials your prospect automatically
→
4
They pick up — you and Kolby are live
Option 1 — Recommended
Call someone you know
A friend, family member, or colleague. Have them pretend to be a customer and push back on you. Go to Outbound Call, enter their number, pick your template, hit Start Call.
Option 2 — We've got you
Call us. We'll be your prospect.
No one to call? Text or call +1 (951) 990-1303 and we'll call you back ready to play your first customer. We want your first Kolby experience to be exactly what it should be.

You know Kolby better than
99% of people
who sign up.

Now there's only one thing left to do.

Create your first template
Use Create with AI. Describe your business in two sentences. Kolby builds the rest.
Upload at least one document to your Knowledge Base
A price sheet, a script, an objection list — just one file to start.
Text us — we become your first prospect
Text +1 (951) 990-1303 and we'll call you back ready to play your first customer.
Make your first real call
Go to Outbound Call. Load your template. Hit Start. Kolby is with you the entire time.
Go to My Dashboard →
Come back to this page any time you need a refresher.
Complimentary · Included With Your Plan

One call.
Infinite
confidence.

You've got the platform. Now let's make sure you're using it the right way. Book your complimentary 30-minute onboarding session — included with every active Kolby subscription.

✓
We'll review your template and make sure Kolby knows your business the way you do
✓
We'll walk through your first live call setup so nothing catches you off guard
✓
You'll leave the call knowing exactly what Kolby does — and how to make him dangerous
✓
Sales managers — bring the team. We'll get everyone on the same page at once

This session is for subscribers only. One per account. Book it early — spots are limited.

CM
Chris McHenry
VP of Sales · Kolby AI
⏱
30 minutes — learning your new teammate
📞
Zoom — live action
🎯
One goal: get you live and winning fast
🆓
Complimentary — included with your subscription
Book Your Session →
You'll receive a confirmation with call details immediately after booking.