Getting Started
Your AI Agent Onboarding Checklist
10 steps to your first live AI call. Most customers are live within 3–5 business days.
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Setup
0/3Account Created & Verified
~2 minYour WFW account is active and your email is verified.
⚡ Auto-completes via platform webhook
Phone Number Provisioned
~5 minYour dedicated AI agent phone number is live and routing calls.
⚡ Auto-completes via platform webhook
View Setup Guide →Agent Name & Personality Set
~10 minGive your agent a name, voice, and personality that matches your brand.
View Setup Guide →Integrations
0/2CRM Integration Connected
~15 minConnect HubSpot, Salesforce, or your CRM to auto-log calls and contacts.
⚡ Auto-completes via platform webhook
View Setup Guide →Calendar Integration Set Up
~10 minConnect your booking calendar so the agent can schedule appointments in real time.
View Setup Guide →Agent Training
0/2Call Script Configured
~20 minDefine what your agent says for greetings, FAQs, and escalations.
View Setup Guide →Knowledge Base Uploaded
~30 minUpload your FAQs, product docs, or policy PDFs so the agent knows your business.
⚡ Auto-completes via platform webhook
View Setup Guide →Go Live
0/3First Test Call Completed
~5 minCall your agent number and verify the conversation flow end-to-end.
⚡ Auto-completes via platform webhook
Team Notified of Go-Live
~15 minBrief your team on how escalations work and how to access call recordings.
Go Live — Forward Your Calls
~5 minForward your main business number (or after-hours) to your WFW AI agent.
⚡ Auto-completes via platform webhook
View Setup Guide →