Getting started

Go to /signup. Email + password, or Google / GitHub OAuth if the platform env vars are set.

After signup you're dropped at /onboarding.

2. Onboarding wizard

A 4-step wizard:

Create workspace — Business name + slug. Defaults to the WhatsApp channel. Voice workspaces are created later from /admin/workspaces/new.
Make it yours — accent colour + agent name + agent role with a live preview. (Same fields as Design + Agent tabs, just slimmed down for first-run.)
Connect integrations — same cards as Settings → Integrations. Skippable. The agent can't reply until at least OpenAI + Twilio (WhatsApp) or Vapi (voice) are connected.
You're all set — summary + links to Dashboard, Settings, and the public form URL.

Channel	What it does	Setup time
WhatsApp	Form submit → agent texts the lead on WhatsApp. Replies come in via Twilio webhook.	~10 min once you have a Twilio account.
Voice	Form submit → Vapi places an outbound phone call. Conversation is live, fully voice.	~20 min the first time (Vapi assistant + tools).

You can run multiple workspaces in parallel — e.g. one WhatsApp workspace per business, plus a separate voice workspace for the same business.

Whichever channel you picked:

Make sure the required integrations on /admin/<slug>/settings show Connected.
Click Verify on each connected card — every check should come back green with a one-line "Verified" message. If anything is red, fix it before moving on. See Integrations for what each check does.
Voice only: use the Test call page to dial yourself directly without filling the form. This bypasses the form and exercises the Vapi pipeline end-to-end.
Both channels: fill the public form at https://<your-host>/forms/<slug> with a real phone you own. Watch the Leads page in the dashboard — the lead should appear within a second, and the agent should reach out (WhatsApp message or phone call) within ~10 seconds.

If the smoke test works, you're ready to go live. If it doesn't, the Logs page (voice) or your Vercel logs (WhatsApp) will tell you why.

/admin/<slug>/agent sets the persona: agent name, role, location, the qualification questions, the disqualifiers, and the tone. Every edit applies on the next outbound message (no redeploy).
/admin/<slug>/design controls the public form's branding: business name, offer copy, pricing, facilities, accent colour, theme.

See Agent for what each field on the Agent page actually does in the prompt.