STEP 1 CONFIGURE

PHONE FORWARDING SETUP

Connect your phone system so incoming calls route correctly into your automation workflows. Configure the flow from your business number through our system to your mobile device.

Glowing schematic diagram showing phone routing logic flow

NODE ARCHITECTURE

System Routing Overview

Business Phone Number

This is the primary number your customers call to reach your business.

System Number

Calls route automatically into your automation system for tracking and logic processing.

Mobile Phone

Calls forward instantly to your designated mobile device, ensuring no missed connections.

Configuration Steps

01

ACCESS SETTINGS

Access your phone carrier forwarding settings.

02

SYSTEM NUMBER

Enter the system number provided during your onboarding setup.

03

ENABLE FORWARDING

Enable call forwarding.

04

SAVE SETTINGS

Save and apply settings.

STEP 1 VALIDATION

System Test Checklist

Ensure your phone system is fully operational before moving forward. Use this diagnostic checklist to verify that incoming calls properly reach your automation workflows and forward to your mobile device as expected.

Call your business number
Confirm the call forwards
Confirm your mobile rings
Confirm missed-call automation triggers

STEP 2 CAPABILITIES

Text Messaging Configuration

Activate powerful messaging features so your system can communicate instantly with customers and capture every opportunity.

Missed Call Text Back

Instantly re-engage prospects when you are unavailable. The system detects the missed call and immediately fires a customizable text message to secure the lead before they move on.

  • Instant automated response
  • Customizable message delay
  • Secures lost opportunities
Glowing chat UI preview showing a missed call text back automation
Glowing chat UI preview showing a multi-step lead follow-up message sequence

Lead Follow-Up Messages

Keep the conversation moving forward automatically. Trigger perfectly timed sequences that nurture your contacts without manual intervention, driving higher conversion rates.

  • Multi-step automated sequences
  • Condition-based message routing
  • High open and response rates

SYSTEM CONFIGURATION

Messaging Setup Steps

Follow these methodical steps to activate messaging capabilities, then use the diagnostic checklist below to confirm system routing and delivery.

MESSAGING TEST

  • Send test message
  • Confirm delivery
  • Reply to message
  • Confirm response received

01

Verify your messaging number is assigned and active.

02

Confirm messaging settings are active.

03

Send test message.

04

Confirm successful delivery.

STEP 3 OVERVIEW

Email System Benefits

Connect your email domain to guarantee high deliverability, establish authority, and protect your automated communication sequences from aggressive spam filters.

IMPROVED DELIVERY

Ensure your critical communications and automated follow-ups reach the primary inbox instantly.

REDUCED FILTERING

Bypass aggressive spam filters and blocklists by establishing a verified, authenticated domain connection.

PROFESSIONAL IDENTITY

Send from your branded domain to build immediate trust and corporate authority with every message.

RELIABLE COMMUNICATION

Maintain consistent connection uptime and uncompromised message integrity across your entire automation framework.

Email Configuration Steps

[ STEP 01 ]

ADD YOUR SENDING DOMAIN

[ STEP 02 ]

ADD REQUIRED DNS RECORDS

[ STEP 03 ]

VERIFY DOMAIN CONNECTION

[ STEP 04 ]

ENABLE EMAIL SENDING

> SYSTEM_DIAGNOSTIC: EMAIL_TEST

  • Send test email
  • Confirm inbox delivery
  • Check spam folder
  • Confirm reply works

If you need DNS records, they are available inside your Email Settings panel.

STEP 4 OVERVIEW

Calendar Connection Guide

Sync your calendar to automate appointment scheduling and maintain a single source of truth across your infrastructure.

Abstract calendar mesh graphic with glowing tech lines

Capability 01

Automatic Scheduling

Eliminate manual data entry and back-and-forth emails. Your system instantly processes incoming bookings and syncs them directly into your database, maintaining a single source of truth for your entire operation.

  • Zero manual calendar entry
  • Automated appointment reminders

Capability 02

Real-Time Availability

Prevent double-bookings with instant bi-directional synchronization. Your scheduling interface automatically reflects your current status across all connected platforms in real-time.

  • Reduced scheduling conflicts
  • Continuous cross-platform sync
Glowing connection flow graphic representing calendar synchronization

SYSTEM VALIDATION

Calendar Connection Steps

Execute the configuration sequence to synchronize your scheduling endpoints. Once connected, validate the integration using the diagnostic checklist below to ensure automated appointments function perfectly.

Schedule test appointment
Confirm calendar entry
Confirm reminder message
Confirm appointment visibility

01

Open Calendar Settings

Navigate to the scheduling dashboard to initiate the calendar synchronization.

02

Connect Account

Select your provider and authenticate to securely link your primary calendar.

03

Allow Permissions

Grant the system read and write access to effectively manage appointments.

04

Save Connection

Finalize the configuration to lock in your settings and activate the sync.

System Setup Complete

Your communication and scheduling tools are now connected and ready to operate.