Everything you need to get started

Go to retnetai.com and click "Get started free". Enter your email and set a password. No credit card needed for the Free plan.

Give your workspace a name (usually your company name). Invite your team members by email — they'll get a link to join instantly.

Go to the Integrations page and connect Slack or Google Sheets (both are free). This takes about 2 minutes and gives Retnet AI your first data source.

Open the AI Assistant tab and type a question like "What are our top tasks this week?" or "Summarise our revenue trend." The AI will respond using your connected data.

Head to the Dashboard tab to see your KPIs, revenue charts, and activity feed — updated as you use the platform.

Click "Apps" in the bottom nav (mobile) or "Integrations" in the sidebar (desktop). You'll see all available connectors grouped by plan tier.

Click the toggle switch on any connector to begin. For Free plan users, Slack and Google Sheets are immediately available. Starter and Growth connectors require an upgrade.

You'll be redirected to the service's login page (e.g. Google for Sheets, Salesforce for CRM). Log in and click "Allow" to grant Retnet AI read access.

Retnet AI will immediately begin pulling data from the connected tool. Initial sync takes 1–3 minutes depending on how much data you have.

Once synced, go to the AI Assistant and ask questions about the connected data — e.g. "What's our MRR from Stripe this month?" or "Who are our top leads in HubSpot?"

You don't need special commands. Just type naturally — "What should I focus on today?", "Summarise last week's performance", or "Draft a follow-up email to our top 5 leads."

Click the upload icon to attach PDFs, CSV files, Word docs, or spreadsheets. Retnet AI will read and reference them in its answers throughout the conversation.

Toggle on "Dashboard Data", "Integrations", or "Uploaded Docs" to control which data the AI uses when answering. Narrowing context gives more accurate results.

The AI remembers the full conversation. Say "Make it shorter", "What about last month instead?", or "Now turn that into a table" — it understands context from earlier messages.

Click "Automate" in the nav. You'll see your existing automations and their status (active/paused). Click the toggle to enable or disable any automation instantly.

Retnet AI supports scheduled automations (e.g. daily 7AM report), trigger-based automations (e.g. new lead in CRM), and event-driven automations (e.g. payment received).

Choose what kicks off the automation — a time schedule, a data threshold (e.g. revenue drops 10%), or an external event from a connected integration.

Choose what happens — send a Slack message, generate an AI report, update a Google Sheet, send an email summary, or create a task for a team member.

Click "Test run" to simulate the automation without triggering live actions. Once satisfied, toggle it on — Retnet AI will run it automatically from that point forward.

Click "Analytics" in the nav. You'll see your revenue chart, customer growth, AI performance metrics, and revenue-by-channel donut chart — all updated in real time.

Use the time selector at the top right to switch between 7 days, 30 days, 3 months, and custom ranges. All charts update instantly.

The revenue chart includes an AI-generated forecast line (shown in green). This is based on your historical data and trend analysis — updated weekly.

Go to Automations and create a new automation with action "Generate Analytics Report". Set the schedule (daily, weekly, or monthly) and destination (email or Slack).

Go to Settings → Team. Enter an email address and choose a role — Admin (full access), Editor (can create and edit), or Viewer (read-only). Invites are sent instantly.

Admins can change any team member's role or remove them at any time. Removing a member immediately revokes their access to the workspace.

Go to Settings → Billing, or click any locked feature in the app. Choose Starter ($29/mo) or Growth ($79/mo). Upgrades take effect immediately.

Go to Settings → Billing → Cancel subscription. You'll retain full access until the end of your billing period. No penalties, no questions asked.