Getting started
Setup starts with either creating an agency account with sub-accounts (for managing multiple clients) or a single direct sub-account, then cloning a Snapshot template to get funnels, pipeline stages, and Workflows pre-built rather than starting from a blank configuration.
Practical Details
Connecting a phone number and email sending domain early matters since Conversations (SMS, email, calls) and Missed Call Text Back depend on that setup being complete before they can actually function. Testing Workflows against a test contact before connecting them to real lead sources catches sequencing or timing issues before they reach actual customers.
Actionable Considerations
- Clone a Snapshot template as your starting point rather than building funnels and Workflows from a blank configuration.
- Connect phone number and email sending domain early, since Conversations and Missed Call Text Back depend on that setup.
- Test Workflows against a test contact before connecting them to real lead sources.
- Decide upfront whether you need the agency/sub-account structure or a single direct account, since retrofitting that structure later is disruptive.