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What it takes to get up and running
Is this going to be a heavy lift? Here is the real answer, including the parts that take time and whose time they take.
The short version, all of it. The setup is straightforward and a Slate campaign can be deployed in a matter of hours through the admin UI. What takes longer is doing it well: clarifying your goals, making sure you have the right content to answer buyer questions, integrating buyer agents with the rest of your marketing campaigns, and testing. That process can take several weeks, and most of it is your marketing thinking, not our software. You can do everything yourself with our public help center, or, as an Early Access customer, we work alongside you to plan, build, and deploy. Support is a dedicated Slack channel plus support@slatecx.com, and the people answering are the people who built the product.
Setup takes hours. Planning and integration can take longer.
The mechanical setup is an afternoon: connect HubSpot, import your sources, review the cards SlateCX generates, assemble a campaign, and put an entry point live. Every step is documented publicly in our help center, in order, starting from the campaign planning guide most customers begin with.
The honest rest: customers often need to clarify their goals and decide how buyer agents integrate with the rest of their marketing campaigns. That process can take several weeks and includes thorough planning, implementation, and testing. It is the highest-leverage work in the whole deployment, because the agent steers every conversation toward the goals you define. Vague goals produce a vague agent.
Connect & import (hours)
HubSpot connection, source import, card review in the admin UI. Straightforward, documented, no engineering project.
Plan & integrate (often several weeks)
Define what the campaign is for, curate the content that answers your buyers’ actual questions, and decide how Slates fit alongside your existing forms, nurture, and handoffs.
Test & go live
Run your own buyer questions against the agent, tune waves and cards from what you see, then open the entry points.
Self-serve by design. Accompanied if you want it.
Everything above can be done by your own team: the admin UI and the public help center are built for it. Early Access customers get more than documentation: SlateCX works with you directly to plan, build, and deploy, so the campaign meets the goals you defined rather than the defaults. Either way, the judgment calls stay yours, because they are marketing decisions about your buyers, and nobody outsources those well.
If your team gets stuck, you reach the people who built it
Early Access customers get a dedicated Slack channel with the SlateCX team, and anyone can reach us at support@slatecx.com. We are an early-stage company, and we publish that plainly because it is the opposite of a weakness here: there is no tier-one queue between you and the founders, and the person answering your Slack message is the person who can actually change the product.
What this looked like for Nexla
Nexla, an enterprise data integration platform, launched their SlateCX-powered agent, Nexie, live across nexla.com alongside their biggest product release of the year. Their CMO wrote that no website “was ever going to answer the questions our buyers ask.” Nexie now answers those questions on every page, builds each prospect a persistent workspace, brings evaluation teams in through Slack and Microsoft Teams, and hands off to Nexla’s humans with the full context of what the buyer explored. Their announcement is public, and so is the agent: open nexla.com and ask it something hard.
Asked often, answered plainly
Do we need engineers to deploy SlateCX?
No. Setup runs through the admin UI and connects to HubSpot directly. The work that takes time is marketing judgment: goals, content, and campaign integration, not code.
Can we do the whole setup ourselves?
Yes. The entire setup path is documented in the public help center, in order. Early Access customers additionally get hands-on help from the SlateCX team to plan, build, and deploy.
What support do we actually get?
Early Access customers get a dedicated Slack channel with the SlateCX team; everyone can reach support@slatecx.com. The people answering built the product.
See what your buyers can find today
Before any deployment question matters, see what your buyers can and cannot find today. The grader shows you in minutes.
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