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Create the workspace, choose a vertical pack, invite the team and import the current lead sheet.
SETUP · OPERATIONS · API
Start with the operating workflow, then connect channels, import data and extend only what the team actually needs.
Create the workspace, choose a vertical pack, invite the team and import the current lead sheet.
Configure Meta, WhatsApp, email, calling and payment providers through supported flows.
Use inbox views, the call queue, follow-ups, tasks and pipeline stages as the shared operating rhythm.
Use scoped API credentials and signed webhooks for extensions that preserve workspace boundaries.
Bring one real pipeline.