> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vapify.agency/llms.txt
> Use this file to discover all available pages before exploring further.

# Quick Start Guide

> Set up Vapify fast: brand your agency, connect billing, add subaccounts, assign assistants, and go live.

## Overview

Get your agency live in a few minutes. This guide walks through branding, billing, subaccounts, assistants, pricing, and client access using the same flow shown in the feature docs.

**Prerequisites**

* Your voice provider API keys (Vapi Private/Public keys or Retell API key)
* A Stripe account you can connect for client billing (Business plans and above)

***

## Step 1: Brand your agency

<img src="https://mintcdn.com/vapifybykanzucode/A3O19gLqD2_WDy2-/images/agencysettings1.png?fit=max&auto=format&n=A3O19gLqD2_WDy2-&q=85&s=7faf5bd2e7a817eef84b8c19b918c04b" alt="Agency Settings tab" width="1366" height="663" data-path="images/agencysettings1.png" />

1. Go to **Agency Settings** > **Agency**.
2. Add your **Agency Name**, **Logo**, and **Favicon**.
3. Click **Save Agency Settings**, then log out/in to see branding everywhere.

<Note>
  Branding is available on all plans; it applies to your dashboard, client dashboards, emails, and invoices.
</Note>

***

## Step 2: (Optional) Custom domain and email

<img src="https://mintcdn.com/vapifybykanzucode/A3O19gLqD2_WDy2-/images/agencysettings2.png?fit=max&auto=format&n=A3O19gLqD2_WDy2-&q=85&s=c8b9565c62602892efd6953cc882f6d0" alt="Domain tab upgrade prompt" width="1366" height="663" data-path="images/agencysettings2.png" />

* On paid plans, set a custom subdomain (e.g., `voice.youragency.com`) from **Agency Settings** > **Domain**, then add the CNAME your DNS provider.

<img src="https://mintcdn.com/vapifybykanzucode/A3O19gLqD2_WDy2-/images/agencysettings3.png?fit=max&auto=format&n=A3O19gLqD2_WDy2-&q=85&s=f1d0097cc955272de196f3046acb7251" alt="Email settings tab" width="1366" height="665" data-path="images/agencysettings3.png" />

* Also on paid plans, configure your email provider from **Agency Settings** > **Email Settings** so system emails send from your domain.

***

## Step 3: Connect Stripe

<img src="https://mintcdn.com/vapifybykanzucode/A3O19gLqD2_WDy2-/images/stripe-connected.png?fit=max&auto=format&n=A3O19gLqD2_WDy2-&q=85&s=96dbd34148a7f36598590a74f37340a9" alt="Stripe connection" width="1366" height="635" data-path="images/stripe-connected.png" />

1. Open **Billing & Usage**.
2. Click **Connect with Stripe** and complete the Stripe onboarding flow.
3. After connecting, your clients will see your branding on invoices and checkout.

***

## Step 4: Create a subaccount and add provider keys

<img src="https://mintcdn.com/vapifybykanzucode/A3O19gLqD2_WDy2-/images/subaccountsettings1.png?fit=max&auto=format&n=A3O19gLqD2_WDy2-&q=85&s=918f074de311598bc0fbe75913d8f7cc" alt="Sub Account General Settings" width="1366" height="665" data-path="images/subaccountsettings1.png" />

1. Go to **Subaccounts** and create a new subaccount.
2. In **General**, choose your provider (**Vapi** or **Retell**).
3. Paste your API keys: for Vapi, add Private and Public; for Retell, add the API key in the Private Key field.
4. Click **Save Settings** to sync assistants from your provider.

<Note>
  Assistants sync after a valid key is saved. You can change keys anytime before the subaccount goes live.
</Note>

***

## Step 5: Assign assistants

<img src="https://mintcdn.com/vapifybykanzucode/A3O19gLqD2_WDy2-/images/subaccountsettings2.png?fit=max&auto=format&n=A3O19gLqD2_WDy2-&q=85&s=b177bccaafb7ee2663d7c5106350377b" alt="Sub Account Assistants Configuration" width="1366" height="663" data-path="images/subaccountsettings2.png" />

1. Open the **Assistants** tab.
2. Click **Refresh Assistant List** if you just created assistants in your provider.
3. Assign the assistants needed for this subaccount.

<Warning>
  Once you set a billing start date (go live), you cannot edit the provider API keys. You can still add or remove assistants at any time after going live.
</Warning>

***

## Step 6: Set pricing and go live

<img src="https://mintcdn.com/vapifybykanzucode/A3O19gLqD2_WDy2-/images/subaccountsettings3.png?fit=max&auto=format&n=A3O19gLqD2_WDy2-&q=85&s=6cac4b53bd3ca554009792addd7de7ac" alt="Sub Account Billing Configuration" width="1366" height="664" data-path="images/subaccountsettings3.png" />

1. In the **Billing** tab, set **Per-minute pricing** for each assigned assistant (ensure it exceeds your provider cost).
2. On Business/Scale/Partner plans, you can also set a **Monthly fee** that bills via Stripe.
3. Choose a **Billing start date** (go live). This begins applying your pricing to call usage and locks the provider API keys. You can still update assistant assignments after this point.

<Note>
  Pick the go-live date carefully; it can only be set once.
</Note>

***

## Step 7: Invite your client

<img src="https://mintcdn.com/vapifybykanzucode/A3O19gLqD2_WDy2-/images/subaccountsettings4.png?fit=max&auto=format&n=A3O19gLqD2_WDy2-&q=85&s=0deb422dbc958326f735342520ebb2da" alt="Sub Account User Management" width="1366" height="664" data-path="images/subaccountsettings4.png" />

1. In the **Users** tab, click **New Sub Account User**.
2. Add the client's name, email, and role (Administrator can manage billing/top-ups; Member has limited access).
3. Send the invite. If you set up custom email, it sends from your domain. Use **View as Sub Account** to preview their view.

***

## Step 8: Monitor billing and usage

<img src="https://mintcdn.com/vapifybykanzucode/A3O19gLqD2_WDy2-/images/billing&usage.png?fit=max&auto=format&n=A3O19gLqD2_WDy2-&q=85&s=89010c8c190f50fa9bfb9c14a9c67fff" alt="Billing & Usage" width="1366" height="637" data-path="images/billing&usage.png" />

* In **Billing & Usage**, review **Billing Summary** and **Voice Usage Revenue** to see costs, pricing, and profit.
* Use **Call Logs** to inspect transcripts, recordings, and ended reasons for quality control.
