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Getting Started
Stand up a working workspace and run your first call in 5 minutes.
5-Minute Quick Start
From sign-up to a live AI voice agent answering calls in under five minutes.
5 min read
Connect Your CRM via OAuth
One-click OAuth pairs a sub-account with your CRM so every call, tag, and appointment syncs automatically.
4 min read
Invite Your Team & Sub-Account Clients
Three role models: agency team members, sub-account operators, and read-only client viewers.
3 min read