Quick Start Guide

Get up and running with Pingd in under 10 minutes. This guide walks you through signing up, connecting your data, and getting your first AI-powered insights.

Step 1: Create Your Account

Head to pingd.io and click Book a Demo or Get Started. You'll be asked for:

• Your work email address
• Your name
• Your company name

Once you submit, you'll receive a confirmation email. Click the link to verify your account.

Pro Tip: Use your company email domain — this enables automatic team discovery so your colleagues can join your organization easily.

Step 2: Connect Slack

After signing in, you'll be prompted to connect your Slack workspace. Click Connect Slack and authorize Pingd in your workspace.

Pingd needs the following permissions:

• Send messages — so your AI agent can respond to queries
• Read messages in channels it's added to — to understand context
• Access your profile — to personalize responses

Slack is how your team interacts with Pingd — both for asking questions and receiving advisor insights. For a detailed walkthrough, see Connecting Slack.

Step 3: Connect Your Data Source

Pingd connects directly to your existing data — no migration or syncing required. Navigate to Dashboard → Connections and use the Connection Wizard to connect your data source.

Supported data sources include:

• Snowflake — data warehouses with large-scale analytics data
• Salesforce — CRM data (accounts, contacts, opportunities)
• Amazon S3 — CSV and JSON files
• PostgreSQL — application databases
• Redshift — AWS data warehouses

The wizard walks you through entering credentials, testing the connection, and discovering your tables. Once connected, set it as your primary connection so your AI agent knows where to query.

For full setup instructions, see Connecting Data Sources. For Salesforce specifically, see Connecting Salesforce.

Step 4: Configure Your Agent

Your AI agent is ready to answer questions as soon as a data source is connected. To fine-tune its behavior:

• Set data access policies to control who sees what data — see Data Access Policies
• Customize the agent's personality and behavior — see Configuring Your Agent
• Review what your agent can do — see Agent Skills

Step 5: Ask Your First Question

Open Slack and DM your Pingd agent. Try these starter queries:

• "What's my pipeline looking like this quarter?"
• "Which deals are at risk of slipping?"
• "Prep me for my call with Acme Corp tomorrow"
• "Who hasn't responded to outreach in over 2 weeks?"

Pro Tip: Natural language works best. Ask questions the way you'd ask a colleague — no special syntax required.

Step 6: Create Your First Advisor (Optional)

Advisors are automated AI workflows that monitor your data and deliver insights to your team via Slack DMs. To create one:

1. Navigate to Dashboard → Advisors → New Advisor
2. Walk through the 6-step wizard: Type → Data Sources → Data Shaping → Rules → Prompt → Review
3. Set a schedule (daily, hourly, or custom)
4. Your advisor will start analyzing data and delivering insights automatically

You'll need an Owner or Admin role to create advisors. See Advisors for the full guide.

What's Next?

• Set up data access policies to control who sees what
• Configure your agent's personality and behavior
• Create advisors to proactively surface insights
• Set up scheduled tasks like morning briefings
• Invite your team to start using Pingd

Welcome to Pingd! Your AI sales teammate is ready to work. 🚀