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Overview

This guide chains the entire Getting Started path into one narrative, with the “why” behind each decision point. Useful if you want context, not just steps.

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The path

  1. Brand Your Agency: do this first; every screen your client ever sees inherits this branding.
  2. Connect Your AI Provider: choose Vapi if you want built-in analytics and recordings, or Retell if your assistants are already built there. This choice locks in once a client sub account goes live, so decide deliberately.
  3. Connect Stripe: do this before creating clients, so pricing and billing are ready the moment a client is invited.
  4. Create Your First Client: one sub account per client, always. Never share a sub account across clients.
  5. Assign an AI Assistant: assistants live in your provider dashboard; Vapify only assigns and prices them.
  6. Configure Pricing: price above your provider cost. See Profit Tracking for margin guidance.
  7. Invite Your Client: share credentials securely; the temporary password is shown only once.
  8. Launch Your Agency: set the (permanent) Billing Start Date and confirm a test call appears in Call Logs.