01
Welcome
What your workspace already contains, how this course is laid out, and the order to do things in.
- What ships pre-built
- How to find your way around
- What to do first, and what can wait
Training library.
Start at the top and work down. The first eight get you set up and sending; the rest are there for when you need them.
Start here
Quick Start
In order. This is the sequence that takes a brand-new workspace to one that answers a lead on its own.
02
Your profile
The automations send as you, so this is the part that makes everything after it look right.
- Personal details and photo
- Email signature
- Connected calendars and working hours
- Password and two-factor
- The mobile app
03
Phone numbers & registration
Do this on day one. Send us the form and we register it — a couple of business days, and nothing texts until it clears.
- Phone number registration form: submit your details here
- Getting an EIN if you don’t have one: IRS EIN application
- What A2P 10DLC registration is and why carriers require it
- What the registration fees cover
- What still works while you wait
04
Calendars
The AI setter books against these. If the availability is wrong, everything downstream is wrong.
- Your calendars and what each is for
- Availability and booking rules
- Booking links you can send
- Booking on behalf of a contact
- Reminder and no-show automations
05
Email setup
Getting your email to arrive in an inbox rather than a spam folder.
- Your sending address and domain
- Authentication records
- Warming up and deliverability
- Templates and saved replies
06
Websites
Your website is already built for you. Here's where to find it, how to switch designs, and how to connect your own domain.
- Your website and custom domain
- Finding your site in Business Profile
- Choosing a design in Website Studio
- Connecting your own domain (DNS)
07
Support & billing
Where to get help, and where the money lives.
- Opening a ticket and what to include
- Settings › Billing: invoices and card
- Your usage balance and what draws it down
- Requesting another vertical
08
Your setup call
How to get the most out of the live session, and what gets configured on it.
- What to have ready before you join
- What gets pointed at how you sell
- The questions worth saving for it
Core features
General Overview
Not in any particular order — come back to these when you hit the thing they cover.
Conversations
The one inbox: texts, calls and email on a single thread per contact.
- Reading and replying across channels
- Saved replies
- Filters and unread management
Contacts
The record everything else hangs off.
- What a contact record holds
- Tags, and why they matter later
- Smart lists and segments
- Notes and custom fields
Opportunities & pipelines
Where a deal actually sits, and what happens when you move it.
- Your pipelines and their stages
- Moving a deal, and what fires when you do
- Values and close dates
- Running more than one pipeline
Automations
What is already running before you touch anything, and how to change it safely.
- The workflows that ship with your account
- Triggers, actions and waits
- Editing one without breaking it
- Turning something off temporarily
Importing leads
Bringing existing clients in without accidentally texting people who never agreed to be texted.
- Consent first. An imported contact is not automatically one you may text or email. Being a past client is not consent, and a bought list is not consent — decide who may be messaged before you import, not after
- Importing the rest as contacts only, with automations left off
- Preparing the spreadsheet: what each column becomes
- Tagging on the way in, by product, renewal date and source
- Checking the import landed right before you act on it
Forms & surveys
Collecting what you need before the call so the call is shorter.
- Forms vs. surveys — when to use each
- Building one, and pulling in your own fields
- Styles, themes, and what happens after they submit
- Getting notified, and where submissions land
Calling & the dialer
Working a list by phone without losing your place in it.
- Making and logging calls
- Building a call list
- Dispositions and what they trigger
Voicemail & missed calls
Making sure a call you couldn’t take doesn’t become a lead you lost.
- Recording your greeting
- Missed-call text-back
- Where voicemails show up
The AI setter
The part that answers a lead at 6:41 PM so you don’t have to. Worth understanding before you let it talk to anyone.
- What it does on its own, and where it hands back to you
- Which calendar it books against, and why that has to be right first
- Reading a conversation it handled
- Turning it off for a contact, or entirely
- What it must never be asked to say — anything about what a plan covers or when it starts is yours, not its
Snapshots
Adding another line of business beside the one you already run.
- What a snapshot installs
- How it sits alongside your existing pipeline
- Requesting one
Nothing matches that.
Try a shorter word, or open a ticket and ask the team directly.