Complete Setup Guide (5 Steps)
A practical checklist from workspace to first automated follow-up.
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Step 1 — Confirm you can sign in and open CRM → Dashboard.
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Step 2 — Connect at least one lead source: hosted form, chat widget, webhook, or Twilio SMS (Integrations / Lead capture).
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Step 3 — Activate an AI agent aligned with your business so chat and qualifying flows have a default voice.
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Step 4 — Turn on instant response or a simple campaign so new leads get one reliable follow-up.
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Step 5 — Book five minutes on your calendar to clear the follow-up queue daily for the first two weeks.
Upgrade
Advanced AI voice (receptionist) and higher SMS automation limits unlock on higher tiers—see Billing & Plans when you are ready to scale.
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