SETUP GUIDE · BUSINESS GROWTH ASSISTANT

Set it up in plain language.

Most of the work is normal account setup: add your programs and FAQs, connect your consultation calendar, point the internal notification at your team, and test all three paths before you connect a live channel.

Start with step 1 Back to the snapshot

Your progress

0 of 19 tasks done

Saved in this browser only. Nothing is sent anywhere.

01 · REQUIREDPrepare 02 · REQUIREDPrograms & support 03 · REQUIREDConsultation calendar 04 · REQUIREDInternal notification 05 · REQUIREDTest all three paths 06 · REQUIREDGo live 07 · OPTIONALTailor the questions

01 · Required

Prepare

Confirm the install before changing anything.

Confirm the correct sub-accountInstall into the business's own account, not a shared agency workspace.

Agency > Sub-Accounts: Open the business's own sub-account with the access icon on its row. — Open the business's own sub-account with the access icon on its row.Example screen from a demo account. Yours shows your own names.

Check the installed assetsLook for the Business Growth Assistant and the Business Growth Lead Intake workflow.

Agent > Business Growth Assistant > Agent Workflows: The assistant after install, with Business Growth Lead Intake under Agent Workflows. — The assistant after install, with Business Growth Lead Intake under Agent Workflows.

Keep the assistant offNothing should reach a real prospect while you configure.

Agent > Business Growth Assistant: The Active switch stays off until your calendar, sender and acceptance tests are done. — The Active switch stays off until your calendar, sender and acceptance tests are done.

Done when: Everything is installed, the assistant is off and no live channel is connected.

02 · Required

Programs & support

Give the assistant approved answers and a clear place to send existing customers.

Add your programs and FAQsApproved descriptions, eligibility, pricing boundaries and answers.

Confirm your support directionMake sure existing customers are pointed to the right channel, such as your support email or phone line.

Done when: Program, pricing and support answers all come from content you approved.

03 · Required

Consultation calendar

Connect the calendar where consultations land.

Select the consultation calendarChoose the calendar in the workflow's booking step.

Agent > Business Growth Assistant > Agent Workflows > Business Growth Lead Intake > Smart Calendar Booking: The Book Growth Consultation step: select your own consultation bookable here. The placeholder shows SETUP REQUIRED until you do. — The Book Growth Consultation step: select your own consultation bookable here. The placeholder shows SETUP REQUIRED until you do.

Check availability and timezoneConsultation hours, length and timezone match how your team works.

Done when: A test booking lands on the expected calendar at the expected time.

04 · Required

Internal notification

Make sure your team hears about every lead the calendar could not book.

Select and verify an email senderFrom name, reply-to address and domain authentication.

Settings > Integrations > Sender Identities: Add and verify the email sender under Sender Identities. — Add and verify the email sender under Sender Identities.Example screen from a demo account. Yours shows your own names.

Set your team's real recipientReplace the placeholder with the address your team actually reads.

Done when: The notification uses your verified sender and goes to your team, never to the prospect.

05 · Required

Test all three paths

Prove every path with made-up details before any prospect can reach it.

Book successfullyThe appointment lands on the expected calendar with the correct contact.

Trigger the fallbackThe lead stays stored and the notification uses your configured sender and recipient.

Choose existing customerThe assistant gives your approved support direction.

Review the contactAll six mapped fields and the full activity record are present.

Done when: All three paths and the contact review pass with made-up details.

06 · Required

Go live

Connect the live channel only after every test passes.

Connect the live channelAttach the approved phone, chat or SMS channel.

Agent > Channels: Open Channels in the agent header and add a Voice, SMS or chat channel. — Open Channels in the agent header and add a Voice, SMS or chat channel.Example screen from a demo account. Yours shows your own names.

Activate deliberatelyTurn the assistant on as the very last step.

Agent > Header: Run tests with the Test button, then turn on the Active switch as the very last step. — Run tests with the Test button, then turn on the Active switch as the very last step.Example screen from a demo account. Yours shows your own names.

Review the first real conversationsCheck the first few intakes and bookings, and adjust your programs and FAQs if needed.

Done when: The assistant is live on one reviewed channel and the first real leads look right.

07 · Optional

Tailor the questions

Adjust the intake only if your team needs different details.

Reword or add an intake questionEdit the questions in the lead-capture step of the workflow.

Agent > Business Growth Assistant > Agent Workflows > Business Growth Lead Intake > Collect Lead Details: The Collect Lead Details step: seven questions, each saved to a contact field and to the activity log. — The Collect Lead Details step: seven questions, each saved to a contact field and to the activity log.

Map every new answerSave each new answer to a contact field so your team can see it.

Test againRerun all three paths and the contact review after any change.

Done when: Every question has a mapped field and all three paths still pass.

Ready for your prospects.

Connect the live channel only after all three paths pass on your installed copy.

Back to the snapshot