Quick Start Guide

Get started with Lumyvo in just 5 minutes! This guide will walk you through the essential steps to set up your first automation.

Step 1: Create Your Account

1. Visit Lumyvo and click Start Free Trial
2. Sign up with your email address
3. Verify your email (check your inbox)
4. Complete your profile setup

Step 2: Connect Your Email

Choose one of the following options:

Option A: Connect Gmail

1. Go to Dashboard → Email Connections
2. Click Connect Gmail
3. Authorize Lumyvo to access your Gmail account
4. Select the email address to connect

Option B: Connect IMAP Email

1. Go to Dashboard → Email Connections
2. Click Connect IMAP
3. Enter your email provider settings:
   • Email address
   • IMAP server
   • Port (usually 993)
   • App password (see Connect IMAP/SMTP Accounts guide)
4. Test connection and save

Step 3: Set Up Email Sorting

1. Navigate to Email Connections card
2. Click Configure Sorting
3. Create custom categories:
   • Customer Support
   • Sales Inquiries
   • Invoices & Billing
   • Marketing
4. Optionally provide example emails for each category
5. Save your sorting rules

Step 4: Configure AI Customer Support (Optional)

1. Navigate to AI Control Hub
2. Click Setup AI Customer Support
3. Choose the email account to monitor
4. Set your escalation criteria (low confidence, sensitive topics)
5. Add your support knowledge base:
   • Upload PDF documents
   • Crawl your help center website
   • Add text snippets
6. Configure and save

Step 5: Monitor Your Automations

1. Go to the Analytics page
2. View real-time stats:
   • Emails sorted
   • Support drafts created
   • AI confidence scores
3. Adjust your settings based on performance

Tips for Success

• Start small: Begin with 2-3 email categories
• Train your AI: The more examples you provide, the better it performs
• Monitor regularly: Check analytics weekly to optimize performance
• Use credits wisely: Professional plan includes 1,000 monthly credits

Next Steps

• Connect IMAP/SMTP Accounts
• Generate App-Specific Passwords
• Advanced Email Sorting
• Understanding Credits

Need help? Contact Support