User guide
How POLLY works, from your first sign-in to your first campaign.
Sign in
Access is invitation-only. Open the invite from your administrator, set a password, and sign in at /signin. Existing members sign in with their email and password.
Complete onboarding
On first sign-in POLLY walks you through your company profile — name, currency and the product and document types your firm works with. This context shapes every answer.
Connect a channel
From Channels, generate a one-time link code and send it to POLLY on Telegram or WhatsApp. The channel is then bound to your account, and admins control who is on the allowlist.
Add approved documents
Upload the product documents your firm has approved — term sheets, prospectuses, PRIIPs. POLLY ingests them for RAG so its answers are grounded in exactly what compliance signed off.
Chat with POLLY
Ask questions or generate content in the chat. Replies stream in with a step-by-step trace of what POLLY did, and grounded answers cite the approved document they came from.
Run campaigns & track
Draft campaigns, schedule them across channels, and watch opens, replies and conversions roll up in analytics — so you always know the next best action.