BARUK Tutorials
docs.baruk.sh

Simple tutorials for putting BARUK to work.

Use these how-to's to set up the first AI employee, connect the tools it needs, and turn common business workflows into repeatable automations.

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1
Choose one job

Lead intake, inbound calls, support triage, scheduling, follow-up, or reporting.

2
Connect the channels

Add phone, SMS, email, chat, calendar, CRM, and any internal tools.

3
Test the handoff

Run a real scenario and decide when the AI should escalate to a person.

Start Here

Do not try to automate the whole business on day one. Pick one workflow with a clear beginning, clear end, and obvious success condition.

The easiest first win

Start with a workflow where BARUK can answer, collect details, update a record, and create a follow-up. That gives you a useful result without needing every integration finished first.

Core How-to's

These tutorials cover the common setup path for a new BARUK workspace.

How to create your first AI employee

Define what the agent owns, what it should ask, and when it should stop.

  1. Name the role in plain language.
  2. Write the top three jobs it should handle.
  3. Add escalation rules for edge cases.
  4. Test with five real customer scenarios.

How to connect calls and messages

Give BARUK a channel where customers already reach you.

  1. Choose phone, SMS, email, Slack, Discord, or web chat.
  2. Connect the account or forwarding route.
  3. Set business hours and fallback behavior.
  4. Run a test conversation from start to finish.

How to add business knowledge

Give the agent the details it needs to answer consistently.

  1. Add services, prices, policies, FAQs, and locations.
  2. Include examples of good and bad answers.
  3. Keep sensitive instructions separate from public facts.
  4. Review answers after the first live conversations.

How to connect your tools

Let BARUK update the systems your team already uses.

  1. List the tools touched by the workflow.
  2. Start with read-only access where possible.
  3. Add write actions for records, tasks, notes, and follow-up.
  4. Confirm every action leaves an audit trail.

Workflow Recipes

Use these as templates when you want a practical automation instead of a blank setup screen.

Lead intake

Capture name, contact details, need, budget, timeline, and source, then create a CRM record and follow-up task.

  1. Ask qualifying questions one at a time.
  2. Summarize the lead before saving.
  3. Route urgent leads to a person immediately.

Appointment scheduling

Check availability, offer options, confirm the booking, and send reminders.

  1. Collect preferred date, time, service, and contact info.
  2. Confirm timezone and cancellation policy.
  3. Write the appointment to the calendar.

Support triage

Gather the issue, classify urgency, answer known questions, and create a ticket when needed.

  1. Identify the customer and product or service.
  2. Ask for screenshots, order numbers, or account details.
  3. Escalate billing, safety, legal, and angry-customer cases.

Daily operations summary

Collect calls, messages, tasks, and workflow results into one end-of-day report.

  1. Choose the metrics that matter.
  2. Group results by customer, channel, or agent.
  3. Send the summary to email, Slack, or your dashboard.

Launch Checklist

Before sending live customers to BARUK, run through this short checklist.

  1. The agent has one clear job and a written success condition.
  2. Business hours, human handoff, and emergency handling are configured.
  3. All connected tools have the minimum access needed.
  4. Test conversations have been reviewed by someone on the team.
  5. Follow-up tasks, notes, and summaries land in the right place.
  6. Provider keys, phone numbers, and billing details are current.

Support

For setup help, workflow design, billing, or custom integrations, contact support@baruk.sh.

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