From Kickoff to Go-Live in Days
Our implementation team handles the technical setup so your agency can start delivering outcomes fast. No IT staff required.
01
Kickoff Call
Meet your implementation specialist. Review your agency's workflows, case management system, and goals.
02
Configuration
We configure your instance: agencies, users, templates, phone numbers, domains, and integrations.
03
Data Connection
Connect to your case management system via API, flat file import, or manual setup. We handle the technical work.
04
Testing & Training
Validate message delivery, test workflows end-to-end, and train your team on the platform.
05
Go Live
Launch with full support. Your implementation specialist remains available for the first 30 days.
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