Quick Start
From sign-up to hiring your first host and sending your first message.
This guide walks a brand-new agency through the core flow end to end. Each step links to the module page with the full detail.
1. Create your agency #
Register your agency and pick a subdomain — it's the slug in your panel URL
(/app/{subdomain}) and your public links. Your sign-up creates the first admin
user.
2. Configure your channels #
In Agency Settings, connect the tools you'll use:
- WhatsApp Cloud API — phone number ID + access token, so you can message hosts directly. See WhatsApp.
- Email provider — Resend, Postmark, Mailgun, or SMTP for outbound email.
3. Open your application pipeline #
Create an Application Form for each platform. Share its
public link (/{subdomain}/apply/{slug}); candidates apply, and submissions land
in your Applications queue.
4. Hire a host #
Accept an application — that promotes it to a Contact with per-platform details. Manage the full profile (notes, tasks, targets) under Contacts.
5. Track performance #
Connect the host's TikTok account (or import stats by CSV) so Platform Stats start flowing, and set up a Compensation Plan so monthly statements calculate automatically.
6. Communicate #
Reply to inbound WhatsApp in the Conversations Inbox, send templated campaigns to segments of your roster, and let new hires flow through an onboarding sequence.
7. Invite your team and your hosts #
Add staff with scoped roles and permissions, and invite hosts to the Host Portal so they can self-serve their stats, statements, and events.