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Estimated time: 5-10 minutes

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Overview

When you first log in, Vapify walks you through a 4-step onboarding wizard covering the essentials: branding, provider connection, your first client, and launch. This page condenses those four steps. Each step links to its full page in Getting Started for detail.

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Prerequisites

  • A Vapify agency account
  • A Vapi or Retell account with at least one voice assistant created

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Steps

  1. Agency Details: Enter your Agency Name, upload your Agency Logo, and upload a Favicon. Click Save & Continue. Full page: Brand Your Agency.
  2. Provider Setup: Choose Vapi (Private + Public API key) or Retell (single API key), paste your key(s), click Verify and Continue. Full page: Connect Your AI Provider.
  3. Create Your First Client Sub Account: Enter the Sub Account Name, Primary User Full Name, Primary User Email, and a Temporary Password. Click Create Client. Full page: Create Your First Client.
  4. Review & Launch: Review the sub account summary and copy the temporary password before continuing. Click Continue to Dashboard. Full page: Launch Your Agency.
The temporary password from Step 3 is shown in plain text only once, on the Step 4 review screen. Copy it before clicking Continue to Dashboard. You cannot retrieve it later.
The wizard can be skipped and configured manually later from Agency Settings and each sub account’s settings page.