Using the AI Setup Wizard

The setup wizard lives at accolade.live/setup and has two routes: Set it up yourself, which is a short form, and Describe it and let AI build it, which takes a paragraph of plain English. Both write straight into the product — the categories you give it become your Slate, the dates become milestones in the Schedule.

Before you start

• You must be signed in. The page sends you to the login screen otherwise.
• The AI route needs Professional or above. On Free it returns "AI wizard is a Pro/Enterprise feature" and creates nothing.
• Have the ceremony date, the venue, a rough guest number and your category names to hand.

Route 1: set it up yourself

Three steps on one page.

1. The event. Event name, Date, Venue, Expected guests and an optional Budget. This fills the letterhead, the countdown and the room capacity.
2. What you are giving awards for. Type a category and press Enter; it appears as a chip you can remove. One per line. Every nomination is filed against one of these.
3. The dates that matter. Entries opening and closing, judging, the shortlist, the ceremony. Add a date adds a row. These become Schedule milestones.

Press Build it to write everything, or Skip for now to leave the workspace untouched and set up by hand instead.

Route 2: describe it and let AI build it

Write a paragraph covering who the awards are for, what you recognise, roughly how many people come and when it happens. The more you say, the less you will have to correct. The description must be at least 30 characters — a two-word answer is rejected rather than guessed at.

Press Build my setup. When it finishes you get a list of what was created.

What the AI route creates

It drafts the event settings, categories and schedule milestones, and then — only where your plan includes the relevant module — it can also draft ticket types, sponsors, suppliers, tasks, campaigns, finance lines, judges, press entries, speakers, speeches, prospects, proposals, CRM contacts and cashflow rows. On Professional you will see a subset of that; on Enterprise you will see more, because more modules are switched on. It is not doing less work on the smaller plan, it simply has fewer places to write.

What it does not do

It does not add your guests. It does not send anything to anybody. Nothing generated here is published, emailed or made public by the act of generating it — every record is a draft sitting in a module for you to review, edit or delete.

It also will not overwrite work you have already done. Each section is seeded only if that section is currently empty. If you have already added three categories by hand, the wizard skips categories entirely rather than adding to them or replacing them. That is deliberate, and it is the reason running the wizard on a half-built workspace often looks like it did nothing.

Run limits

The AI route is limited to three runs per year per workspace, except on Enterprise. Past that you get "You've used your 3 AI wizard runs this year" and the button stops working. Because of the empty-section rule, a second run is usually less useful than editing the first — the limit is rarely the thing that gets in your way.

Common problems

• "AI wizard is a Pro/Enterprise feature." You are on Free. Use the manual route, which is not restricted, or see what each plan includes.
• "Tell us a bit more about your event." Your description is under 30 characters.
• Nothing appeared in Categories. You already had categories, so that section was skipped. Clear them or add the rest by hand.
• Fewer records than you expected. Your plan does not include the modules the rest would have gone into.
• The AI call failed. The service was unreachable. Nothing is half-written — try again, or use the manual route.
• The draft is wrong. Edit it in the module. The wizard's output is ordinary data with no special status.

Once the wizard has run, carry on with the quickstart from step four — opening a route for nominations and adding your judges.