Onboarding checklist

Work through this list to go from zero to a working call-QA setup. The order matters — each step unlocks the next.

1. Create your account and verify your email.
2. Connect your CRM (amoCRM, SalesRender, or Bitrix24).
3. Select pipeline statuses to analyze.
4. Set lead-field filters (optional).
5. Add users (agents and managers).
6. Create departments (optional, for per-team rules).
7. Configure the playbook — the scoring rules.
8. Connect Telegram for alerts.
9. Review the Risk Zone after your first calls appear.

Step	What it unlocks	Where
1	A working account	Creating an account
2–4	Calls flowing in	CRM Integration
5–6	Attribution & teams	Users · Departments
7	Correct scoring	Company Settings
8	Real-time alerts	Telegram
9	Coaching targets	Risk Zone

tip

Don't over-tune the playbook on day one — run with the defaults for a week, then adjust based on the actual violations and scores you see.