> For the complete documentation index, see [llms.txt](https://passion-io.gitbook.io/help/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://passion-io.gitbook.io/help/get-your-ai-ready/set-up-your-ai-first-time.md).

# Set Up Your AI for the First Time

Work through the guided setup once and finish with an AI that answers from your material and a link you can share.

## In This Article

* [What Setup Covers](#what-setup-covers)
* [Make Your AI Recognizable](#make-your-ai-recognizable)
* [Say How They Should Answer](#say-how-they-should-answer)
* [Give Them Something to Answer From](#give-them-something-to-answer-from)
* [Test Before Anyone Else Does](#test-before-anyone-else-does)
* [Open It Up and Share](#open-it-up-and-share)

## What Setup Covers

Setup runs as nine short steps, in this order:

1. Add name and avatar
2. Set up voice
3. Primary role
4. Pick reply behaviors
5. Where clients get stuck
6. Add your first source
7. Try one question
8. Choose access
9. Share your AI

You can leave and come back — the progress indicator keeps your place. Every one of these settings is editable afterwards, so aim to get through it rather than to get it perfect.

## Make Your AI Recognizable

The first two steps decide how your AI shows up in a chat.

1. Add your photo and name. Clients see both in chat, so use the name you want them to say back to you.
2. Set up voice by recording or uploading a sample. This is what shapes their spoken replies — see [Add a Voice Sample](/help/make-your-ai-sound-like-you/add-a-voice-sample.md).

A starter avatar is offered if you don't have a photo ready. Replace it later in **Identity & voice**.

## Say How They Should Answer

Three steps shape the answers themselves.

1. **Primary role** — what your AI is for. This decides how they weigh your material. See [Set Your AI's Primary Role](/help/make-your-ai-answer-well/set-primary-role.md).
2. **Pick reply behaviors** — how early replies should sound.
3. **Where clients get stuck** — the main problem clients bring you. Keep it concrete; one line is enough.

That third step is the one people rush. It is what stops your AI answering like a search engine, so answer it the way you'd describe a client to a colleague.

## Give Them Something to Answer From

**Add your first source** is where your AI gets real material. Start with the place your best material already lives — upload a file, paste a note, or connect Google Drive or Fathom.

Your AI begins reading the source straight away. One good source beats five thin ones. See [Add Resources to Your Library](/help/make-your-ai-answer-well/add-resources.md).

## Test Before Anyone Else Does

**Try one question** is the proof step. Ask the question you get most from real clients, in their words.

Read the answer as a client would. If it's thin, the fix is almost always another source or a sharper primary role, not a longer instruction.

## Open It Up and Share

The last two steps put your AI in front of people.

1. **Choose access** — decide who can reach your AI. See [Control AI Access](/help/get-your-ai-in-front-of-clients/control-who-can-reach.md).
2. **Share your AI** — copy your link and send it to a first client.

Send it to one person you already talk to, not your whole list. Their first few questions tell you what to add next.

## Related

* [Launch Your AI From Scratch](/help/get-your-ai-ready/launch-your-ai.md)
* [Add Resources to Your Library](/help/make-your-ai-answer-well/add-resources.md)
* [Check Your AI Is Ready](/help/make-your-ai-answer-well/check-your-ai-is-ready.md)

For more assistance, please contact us.