The Get set up list shows what is left before your account is ready to call, text and book. This page explains where to find it, what each step looks at, and what to do when a step won't turn green.
For the full path from sign-up to booked calls, see the Quickstart. For the runbook a team follows when it takes a new client live, see Take a Client Live.
Where to find it#
- Your dashboard. The list sits at the top, with a count such as "3 of 11 done" and a progress bar. Click a step to open its page.
- Dialer setup. The Dialer setup item in the left menu opens the dialer's setup panel. The calendar and incoming-call steps open there.
Only owners and admins see the list. Reps never see it. A step is also left out when your plan or role can't open its page, so you may see fewer than eleven steps.
Before the list: sign-up onboarding#
The first time you sign in, AI Sync asks you to finish a short onboarding before you reach the dashboard. It covers:
- Plan and payment, only if your account needs one.
- Your calling flow: outbound, inbound or both.
- Business info, which carriers need to register your business for texting. AI Sync can fill much of it from your website.
When you finish, you land on the dashboard and the Get set up list takes over.
The steps#
You don't tick steps by hand. Each one turns green when AI Sync finds the real setting in your account. If a step has no reliable signal, it shows as a plain link with no checkmark and never counts as done.
| # | Step | Turns green when | Opens |
|---|---|---|---|
| 1 | Get numbers | You have at least one number set up for dialing. | Numbers in the dialer. See Phone numbers. |
| 2 | Set up texting lines | At least one texting line is ready, either a registered Twilio number or an iMessage line. | Texting lines in Settings. See Texting lines. |
| 3 | Connect calendar | A default calendar is chosen for booked appointments. | The calendar step in Dialer setup. See Calendar. |
| 4 | Set up AI agents | You have an inbound agent and an outbound agent assigned, to your incoming-call rules or to a number. With only one, the step tells you which is missing. | AI agents. See AI agents. |
| 5 | Set up your power dialer | At least one active list has contacts in it. | Power lists. It opens the new-list form if you have none. See Power lists. |
| 6 | Set up incoming calls | You have saved who answers when someone calls back. | The incoming-calls step in Dialer setup. See Incoming calls. |
| 7 | Send email from your domain | Your domain is verified, or your own email-sending account has a verified domain. While you wait on DNS, the step says to add the three records and check again. | Email domain in Settings. See Email domain. |
| 8 | Connect Meta Ads | Meta is connected and its access hasn't expired. If it expired, the step says Reconnect. | Meta Ads. See Meta Ads. |
| 9 | Connect your Meta Pixel | A Pixel has both its ID and its Conversions API token saved. | The Conversions tab in Meta Ads. See Meta Pixel. |
| 10 | Connect your AI assistant | An assistant is connected and its sign-in is still valid. | The MCP tab in Settings. See Connect your AI assistant. |
| 11 | Build your workflows | At least one workflow is active. | Workflows. See Workflows. |
What happens when a step is done#
- The step turns green with a checkmark, and the count at the top goes up.
- Its text changes to say what is now set, for example the number of texting lines or active workflows.
- Steps stay live. If you later remove the setting, for example you deactivate your last workflow, the step goes back to not done.
- When every step is done, the list goes away. A small Setup link stays on the dashboard so you can come back.
Why Build your workflows is locked#
The workflows step shows a lock until an AI assistant is connected (step 10). Your assistant is what builds workflows with you, so connect it first. The Workflows page itself is never locked. Only the step's link is.
Finish setup with your AI assistant#
The fastest way through the list is to let your assistant work through it with you.
- Connect your AI assistant. It takes about two minutes.
- Ask: "Help me finish my AI Sync setup."
- The assistant reads the same list you see. It tells you what is done, what is next and why, then walks you through each open step one at a time.
Your assistant can't tick a step for you. A step turns green only when the real setting exists, so the list always matches your account.
Common questions#
I can't see the Get set up list
Only owners and admins see it. Check your role. If you are an owner or admin and the list is gone, every step is done. Use the Setup link on the dashboard.
A step won't turn green
Open the step and check the setting in the table above. For example, Set up AI agents needs both an inbound and an outbound agent assigned, and Connect Meta Ads needs access that hasn't expired.
A step I expect is missing
Steps whose pages your plan or role can't open are left out. Ask your account owner or your AI Sync contact.