--- title: "The setup · Kaneo" description: "The first time you log in, Kaneo guides you through the setup, quickly or step by step." url: "https://kaneo.ai/en/guides/opsaetning" content_index: /llms.txt --- [ All guides](https://kaneo.ai/en/guides) # The setup The first time you log in, Kaneo guides you through the setup, quickly or step by step. The setup tells Neo who you are and connects your inbox. It starts on its own the first time an administrator logs in, and it keeps coming back until you press Færdig ("Done") or skip it. ## Choose your path - Hurtig opsætning ("Quick setup", recommended), 3 steps: Business, Email and Ready. Neo uses your website and industry and picks sensible defaults for the rest. You can change everything afterwards. - Tilpas selv ("Customise"), 6 steps: Business, Tone, Knowledge base, Categories, Email and Team, and finally Ready. Both paths end in the same place, and you can switch along the way. At the top you can see how far you've come, for example Trin 1 af 3, Virksomhed ("Step 1 of 3, Business"). Steps marked Kan springes over ("Can be skipped") have a Spring over ("Skip") button. The step then stays on Overblik ("Overview") until you want to do it. ## The steps - ### Business Type your CVR number (Danish company registration number) or company name under CVR-nummer eller navn , and press Slå op ("Look up"). We then fetch your name, address and industry from the Danish company register. If we can't find you, just fill in the fields yourself. Only Virksomhedens navn ("Company name") is required. Under Kunderne skriver på ("Customers write in"), choose at least one language (Danish, English, German, Swedish or Norwegian). Under Hvor længe skal henvendelser gemmes? ("How long should enquiries be kept?"), choose when old enquiries are deleted. See [Data and GDPR](https://kaneo.ai/en/guides/data-og-gdpr). On the quick path, you also enter your Hjemmeside ("Website") here. When you press Fortsæt ("Continue"), Neo starts reading it. On the full path, you instead fill in Jeres kunder ("Your customers") and Hvad laver I? ("What do you do?"), a few sentences Neo uses in its replies. - ### Tone (Customise only) Choose Venlig ("Friendly"), Kort ("Short") or Formel ("Formal"). You'll see an example of how a reply might sound. If you like, write a Hilsen under svarene ("Sign-off under replies") and, under Noget Neo aldrig må skrive ("Something Neo must never write"), the things Neo should stay away from, one per line. On the quick path, Venlig ("Friendly") is chosen, with the sign-off "Venlig hilsen" ("Kind regards") and your name. - ### Knowledge base (Customise only) Enter your website and press Hent fra hjemmesiden ("Fetch from the website"). Neo reads the front page and a number of the pages it links to. You can also write a few things Neo should know. They're saved as a note in the knowledge base. - ### Categories (Customise only) Neo sorts every enquiry into a category. You get suggestions based on your industry, and you can add your own. At most 8 to begin with. You can create more later. On the quick path, we create categories based on your industry if you don't already have any. - ### Email Connect your inbox with Gmail, Microsoft 365 or another provider. See [Connect your email](https://kaneo.ai/en/guides/forbind-mail). - ### Team (Customise only) Press Invitér en kollega ("Invite a colleague") and enter the email addresses of the people who answer your customers. See [Invite your team](https://kaneo.ai/en/guides/inviter-team). ## While Neo reads your website When Neo starts on your website, you'll see the screen Neo læser jeres hjemmeside ("Neo is reading your website") with the pages it gets through. You don't have to wait. Press Fortsæt, mens Neo læser ("Continue while Neo reads"). Neo keeps reading in the background, even after you've pressed Færdig ("Done"). If the website can't be read, you'll see Hjemmesiden kunne ikke læses ("The website couldn't be read"). That's fine. The rest of the setup works without it, and Neo can read it later under Opsætning → Neo → Viden ("Setup → Neo → Knowledge"). ## Ready At the end, you see a line for each area: - Ret ("Edit"), the area is set up. Press it if you want to change it. - Gør det nu ("Do it now"), something you haven't done yet. - valgt for dig ("chosen for you"), shown on the quick path next to what we chose based on your industry. Press Færdig ("Done"). Only now does Neo start using your profile and tone in its replies, and you land on the home page. ## Skip the setup Press Spring opsætningen over ("Skip the setup") at the top right, and confirm with Spring over ("Skip"). Neo starts using whatever you've saved so far. The rest is listed on Overblik ("Overview") whenever you want to finish it. Only administrators see the setup. Colleagues you invite go straight into the app. If you only have Kaneo Voice, there is no setup to go through. You land on the Voice page, and we set up the phone together with you. [Email and forms](https://kaneo.ai/en/email)[Pricing](https://kaneo.ai/en/pricing)[Ask Neo on support](https://kaneo.ai/en/support)[All guides](https://kaneo.ai/en/guides)