Resources
Get to know your agents, prepare their knowledge, and find the answers you need to get started.
Practical guides for setting up agents and putting your business knowledge to work.
Browse the guidesClear answers about your agents, their knowledge, and how Rostara fits your workflow.
Find an answerChoose your first agent, add your knowledge, and review how you want it to work.
Start with the basicsFollow Miro through a website conversation and Leo through a lead nurturing thread.
See the agents in actionUnderstand where your CRM and calendar fit into the agent workflow.
Explore integrationsExplore shared knowledge, lead qualification, and the context your team receives.
Explore the platformKnowledge Center
Start with the right agent, useful knowledge, and a clear place for your customer context.
Getting started
Match your first agent to the work you want to hand over.
Shared knowledge
Build a starting point for answers grounded in your business.
CRM integrations
See how your existing tools can fit alongside lead records in Rostara.
Agent walkthroughs
See the visitor or prospect experience alongside the work your agent handles behind the scenes.
Follow a visitor from their first question through relevant answers, qualification, and meeting scheduling. See the conversation and customer context your team receives.
Explore Miro’s walkthroughFollow Leo from company research and the first email through replies, buying context, and a meeting-ready handoff.
Explore Leo’s walkthroughIntegration guides
Review the CRM connections supported in your account, connect the tool your team uses, and check a complete lead journey. Confirm that the lead details and activity your team needs appear where expected.
Start with the CRM guideReview the calendar or booking link configured for your agent, then test the prospect’s next step. Make sure your team receives the conversation context when the meeting is ready.
Explore meeting schedulingPlatform guides
Shared knowledge, qualification, meetings, and CRM connections help your agents and your team stay connected.
See how agent activity and customer context come together.
FAQ
Get to know the agents, the knowledge they use, and how they work with your team.
Rostara’s agents are ready-made. You start by choosing the work you want help with, adding your business knowledge, and reviewing the agent’s settings. You do not need to build an agent from scratch.
Choose Miro for conversations with visitors on your website. Choose Leo for email outreach, replies, and lead nurturing. Start with the workflow that would help your team most.
Your shared data library brings together information from your website, documents, and FAQs. Agents use that approved knowledge to answer questions about your business. Clear, current source material gives them a more useful foundation.
A CRM is optional. Rostara keeps lead records and conversation context within the platform. If you already use a CRM, a supported integration can help your team keep that context connected.
Rostara uses your ideal customer profile and evidence from the conversation to assess fit and buying intent. Lead scores and captured qualification details help your team understand why an opportunity may be ready for follow-up.
Miro can offer available times from your configured calendar and book a meeting during the chat. Leo can share your configured booking link when the email conversation is ready for that step. Your team receives the conversation context for the handoff.