Your first week with Iris AI

Applies to: Iris AI. Last reviewed: November 2026.

A practical plan to go from your first sign-in to a working setup in about a week. Iris AI has many options; you don't need all of them on day one. Start small, check the results with your team, then add more.

Before day 1

• Agree what you want Iris AI to do first, for example "moderate our community from one place and answer escalations faster".
• List your team members and the role each needs.
• Prepare the details for your first channels: for a Khoros Community, a service user and the boards to monitor; for X, your X developer app keys.
• Share your goals with your Customer Success Manager, who can recommend features and settings.

The week

When	What	Guide
Day 1	Sign in. Add your team, roles and teams.	Signing in to Iris AI and finding your way around Adding your team in Iris AI: users, roles and teams
Days 1 to 2	Connect your Khoros Community, then one or two social channels. Check that Messages Collected rises. Agents connect their Community users.	Connect your Khoros Community to Iris AI Replying to and moderating Khoros Community posts in Iris AI Connect an X account to Iris AI
Days 2 to 3	Create tags and tag rules, work queues and priority rules.	Routing work in Iris AI: tags, work queues, priority and smart views
Days 3 to 4	Turn on your first AI features and write two or three AI templates.	AI features in Iris AI
Days 4 to 5	Handle real conversations end to end with the AI summary and drafts. Collect agent feedback.	Handling conversations in the Iris AI Agent view
End of week 1	Review Analytics with your team: volumes, response times, sentiment and AI feedback. Adjust templates and rules.	Iris AI Analytics, dashboards and the Supervisor console

Help

For onboarding questions, contact your Customer Success Manager. For technical issues, use your usual Khoros Support channel. Your feedback shapes the product, so tell us what works and what doesn't.