How setup works
Start your agency workspace.
Book a demo and we’ll set up your agency workspace with you. The first administrator receives an email invitation and sets up multi-factor sign-in.
Add one offer and its training.
Paste or upload training transcripts, offer details, objections and policies. Review the text, then publish what closers may use on calls.
Shape the playbook.
Start from the editable stage template, or map your own stages, questions and criteria for moving forward.
Invite closers and check audio.
Invite your team from the workspace. Each closer runs the built-in audio check before the first call.
Use the Windows desktop app, or current Chrome or Edge on Windows or macOS. The macOS desktop app is in early access and needs a virtual audio input. Review setup requirements.