Quick Start

Get Opally up and running in just a few minutes. By the end of this guide, you'll have AI-powered email drafts ready in your inbox.

What You'll Need

• A Gmail or Outlook email account (the one you use for guest communication)

• Your hotel's website URL

• About 10 minutes

Step 1: Sign Up

1. Go to app.opally.com

2. Enter your email address and create a password

3. Accept the Terms of Service and Privacy Policy

4. Click Create Account

5. You'll be taken to the onboarding wizard

Step 2: Add Your Hotel Information

Enter your hotel's website URL and click Continue.

Opally will automatically:

• Extract your hotel name and description

• Pull in basic information about your property

• Add this to your knowledge base

Tip: You can skip this step and add information manually later, but the automatic extraction saves time.

Step 3: Connect Your Email

This is the most important step. Click on either:

• Gmail – if you use Google Workspace

• Outlook – if you use Microsoft 365

You'll be redirected to Google or Microsoft to grant Opally permission to:

• Read incoming emails

• Create draft replies in your inbox

After authorizing, you'll be returned to Opally with a success message.

For Outlook users: If your organization requires admin approval, see Outlook Setup for IT Admins for detailed instructions for IT administrators.

Step 4: Set Your AI's Personality

This is where you tell Opally how to sound like you. You have two options:

Option A: Let AI Learn from Your Emails (Recommended)

Click Generate from my emails. Opally will:

1. Fetch your recent sent emails

2. Analyze your writing patterns

3. Generate personalization settings automatically

This takes about 30 seconds.

Option B: Fill in Manually

Set these five fields yourself:

Field	What It Means	Example
Role	What role should the AI play?	"Front desk receptionist at Hotel & Spa Copenhagen"
Tone of Voice	How should responses feel?	"Warm, professional, and helpful"
Writing Style	Any formatting preferences?	"Keep replies concise, use bullet points for lists"
Avoidances	What should the AI never say?	"Never promise specific room numbers or upgrades"
Email Signature	Your standard sign-off	"Best regards, Maria - Front Desk Team"

Click Save & Finish when done.

Step 5: You're Ready!

You'll land on your dashboard. Here's what happens next:

1. When a guest emails you → Opally reads the email and creates a draft reply

2. You review the draft → Open your inbox (Gmail or Outlook) and find the draft

3. Edit if needed → Make any changes you want

4. Send → Hit send like you normally would

That's it! Opally works in the background – you'll see drafts appear in your inbox automatically.

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What's Next?

• Add to your Knowledge Base – Help Opally answer specific questions about your hotel

• Set up the Website Chatbot – Let guests get instant answers 24/7

• Connect your PMS – Enable real-time availability in responses

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Need Help?

If you get stuck during setup:

• In-app help: Click the help icon in the bottom-right corner

• Email: [e-mail]