Customer acquisition platform
Admin

Setup wizards

Onboarding a company step by step, by hand or by script.

1:26 walkthrough, recorded on real data.

What it is

Setup wizards

The onboarding wizard takes a new company from signup to a working account: plan, company info, domain, mailbox sync, voice and SMS number, finish. A preview wizard and a platform checklist show what is left, and a setup API lets a script or an AI agent drive the same steps.

In this video

  • The onboarding wizard, step by step
  • The Preview Wizard
  • The platform checklist
  • The setup API endpoint driving the same steps
What it does

The capabilities

Everything below ships in every tier. You own the source, so any of it can be changed.

  • Seven steps, gated

    A company stays in the wizard until setup is complete.

  • Number provisioning

    Pick an area code and buy a voice and SMS number inside the wizard.

  • Scriptable

    The setup API runs the same steps without a browser.

  • Checklist

    A platform-level view of what each tenant still needs.

Platform settings — per-tenant configuration for every module.

Watch next

All 31 walkthroughs

Account setup

1:17

A fresh company account, from empty to working, in one sitting.

Business settings

2:08

Every setting for the company, in one role-aware hub.

Connect Claude

1:37

Bring your own AI keys. Run it under your own brand.

See it on your own data

Book 20 minutes and we will walk through Setup wizards live, on your own market and data.

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One-time payment

Own the entire acquisition engine — source code and all

One price, no per-seat fees, no monthly rent on your own pipeline. Host it yourself, or let us host it for $199/mo. A 30-day code warranty backs the delivered source.

$2,500

One Time Payment

Own It Forever

  • Full source code — web + mobile
  • 145M-contact B2B database
  • AI agents + automated outreach
  • Full CRM + built-in AI Developer
Buy NowSee pricing & add-ons