Agentcis Onboarding and Setup Flow

Welcome to Agentcis! We're excited to start this journey with you. Here's a simple guide to help you understand and run through our setup process:

Step 1: Initial Phase

• Our sales team will introduce you to our Customer Success (CS) team after understanding your business needs.

• Customer support will mail you the setup process. This mail contains required documents like Google Sheets, meeting links, and coupon codes for Academy courses.

Step 2: Second Phase

• You'll have a meeting with our CS team to discuss your requirements and get a walkthrough of the setup process.

• We'll provide you with a template (Google sheet) to fill out with your business information.

Step 3: Third Phase

• Once we receive your information, you have to inform us that the Google sheet is completed. Then we'll start setting up your account step by step.

• This includes adding office details, workflows, partners, agents, and more.

• We'll schedule review meetings to ensure everything meets your expectations.

After the set of information is received, we will ask you to provide the login credentials for your owner account so we have all the access to your Agentcis. The setup process will be executed using the following steps.

• Step I: Set up the branch office details. 

http://support.agentcis.com/how-can-i-create-a-new-branch-office/

• Step II: Setup the workflows and add them to the associated offices

http://support.agentcis.com/workflow-settings/

• Step III: Create a document checklist for each of the workflows

http://support.agentcis.com/document-checklist/

• Step IV: Import 100 of the Partners from the Agentcis database and connect them to the associated workflows, additional partners can be imported by you from the system later.

http://support.agentcis.com/how-to-import-partner-and-products-from-agentcis-database/

• Step V: Import Agent details using bulk import for superagents and subagents

http://support.agentcis.com/agent-import/

• Step VI: The Support team will schedule a meeting with the you to walk them through what has been completed and ask them to review if any changes are required. 

• Step VII: In the meeting, we will instruct you about lead forms, if you have a sample lead form we can set up a lead form identical to it.
  http://support.agentcis.com/add-customizable-lead-form/

http://support.agentcis.com/what-are-custom-fields-and-how-can-i-create-those-fields/

• Step VIII: Define user roles and create custom roles

http://support.agentcis.com/custom-role/

• Step IX: Invite all of the users to the system

http://support.agentcis.com/invite-user/

• Step X: Setup company email settings 

http://support.agentcis.com/email-settings/

Step 4: Fourth Phase

• We'll schedule a meeting to hand over your fully set up Agentcis account.

• We'll guide you through everything in Portal and provide access to our Academy for further learning.

• After completing the Academy, you can schedule a training session with our experts to explore Agentcis further.

  We're here to help at every stage, so feel free to reach out if you have any questions.
  Our contact for support is as:

• Mail us at support@agentcis.com

• For meetings:
  Product QnA Session: https://calendly.com/d/dps-dm8-7yd/product-q-a-session
  Live

• Chat support from Agentcis Account.
  
  Let's make your experience with Agentcis a great one!