Setup guide

1. Prepare your agency and business

1. Set the product name, colours, sender identity and agency support details.
2. Select a business and confirm its timezone, currency and language.
3. Review services, territory, opening hours, booking, pricing and human-handoff rules.
4. Check the installed plan and business capacity. Contact platform support if access does not match the approved subscription.

2. Review communications before testing

An authorised CRM connection and the business’s configured communications account are required. The platform does not provide an agency telecommunications subscription.

• Document consent or the applicable lawful basis and consent where required.
• Apply contact preferences, exclusions and previous opt-outs.
• Review permitted channels, countries, hours and the budget.
• Confirm the sender identity and who receives replies or human-handoff requests.

A missing prerequisite blocks sending. Optional AI suggestions never override these controls.

3. Test, review and approve

After the launch prerequisites are approved, use an explicitly authorised test contact. Check receipt, reply handling, opt-out and budget behaviour. Review the outcome with the authorised operator before activating the business. A saved configuration or empty queue does not prove delivery.

Pause and opt out

Use the business or campaign pause controls to stop future automated communication. A recognised STOP opt-out blocks further automated contact. Follow the opt-out rules for the configured channel. Escalate unexpected behaviour to your agency or platform support.

Read the revenue evidence

Open a metric to inspect its underlying opportunities. Direct, contributed and unknown attribution remain separate. Only sourced monetary amounts are reported; a recovery opportunity is not a completed payment.

Disconnect, export or delete

Disconnecting stops future automation, revokes the local connection and queues applicable retention actions. Request export or deletion through your authorised agency contact. Legal holds and the approved retention agreement may affect deletion timing.

Parcours en français

Configurez la marque, l’entreprise et les règles. Vérifiez la connexion, le transport du compte, le consentement, les exclusions, les désinscriptions, les règles canal/pays et le budget. Après validation des prérequis, testez avec un contact autorisé, vérifiez les réponses et l’arrêt, puis faites approuver l’activation. Chaque chiffre PROVE permet de consulter les opportunités concernées.