Onboarding checklist

Work through this list to go from zero to a working call-QA setup.

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

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.