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Step-by-step instructions to get your AI agents up and running quickly. Follow our comprehensive guides for seamless implementation.
Active account with appropriate subscription plan
RequiredVerified business phone number for voice agents
Salesforce, HubSpot, or other supported CRM
Basic understanding of APIs and webhooks
Estimated time: 10 minutes
Estimated time: 15 minutes
Estimated time: 15 minutes
Estimated time: 5 minutes
Quick fixes for the most common setup challenges
✅ Check API key configuration and webhook endpoints. Verify agent is enabled and within business hours.
✅ Verify CRM credentials and permissions. Check field mapping configuration and test connection.
✅ Review and update conversation templates. Adjust AI training data and qualification criteria.
✅ Check webhook URL accessibility and SSL certificate. Verify endpoint can handle POST requests.
Our technical support team is available 24/7 to help you get your AI agents configured and running smoothly. Don't hesitate to reach out!