Connected Platform Quick Rundown

Follow This Activation Order

Use the setup checklist as your single source of truth. The dashboard card and side navigation both point to the same milestones.

1. Phone and plan readiness

   Get a business phone number and confirm your plan or credits are active before turning on automations.

2. Call flow and assignment

   Build your first call flow, deploy it, and assign it to a phone number so inbound calls route correctly.

3. Messaging compliance

   Complete A2P brand and campaign registration to send compliant business SMS.

4. Lead capture and scheduler

   Create a lead form, configure a scheduler event type, and embed booking links where prospects can reach you.

5. Validation

   Run a real test call or message and verify that leads, calls, and activity show inside SupaBook.

6. Launch workflow

   Import clients, create your first project, and send your first invoice or proposal workflow.

Tips

• Open /setup for full milestones and status checks
• Use Start Guided Setup from Dashboard or Setup page if you want step-by-step navigation
• Do not treat dashboard and side-nav setup as separate systems; both surfaces use the same checklist