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Getting started
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Roles & Permissions
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Property Manager
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Chatbot Setup
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Escalations (Live Conversations)
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FMS Integrations
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SMS & Automated Sequences
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Troubleshooting
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Reputation Management
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spot.is (QR codes)
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Performance & Analytics
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Connecting Apps
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Resources
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Notifications
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Contact Us
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Voice
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Cortex
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Chatbot Topics
Getting Started & Homework
Use this guide to track your setup progress
The Getting Started worksheet helps you and your team track your setup progress. Each task has four statuses: Pending, In Progress, Completed, and On Hold. When all tasks within a section are Completed, switch the toggle at the bottom of the section ON to hide that section.

💡 Switch the toggle at the end of each page ON to mark each Milestone as complete.