How It Works

Getting started with Sherpa takes minutes, not weeks. Choose your plan, sign up, and you're on your way.

From Sign-Up to Live Results

Seven clear steps. No long onboarding cycles. No complicated handoffs.

1

Choose Your Plan

Select the plan that fits your needs. You can change or upgrade at any time.

2

Sign Up

Complete the subscription process online. No complex setup, no long implementation cycle.

3

Access Your Client Portal

Receive secure login credentials to your personalized Sherpa Client Portal via email.

4

Provide Your Business Information

Enter key information about your organization: products, services, priorities, tone, and rules. Think of it like briefing a new team member.

5

Test in a Private Environment

Interact with Sherpa in a closed environment before it goes live. Ask questions, try edge cases, and adjust behavior until you're satisfied.

6

Go Live

Embed Sherpa on your website using a simple integration step. No redesign required. Sherpa immediately begins assisting visitors.

7

Ongoing Improvement

Refine behavior, update priorities, and review insights through the portal whenever you wish. Sherpa evolves as your business does.

Just a clear path from sign-up to live results.

Ready to Get Started?

Choose your plan and have Sherpa live on your website today.

Cancel anytime