Browse by topic
8 topics · 18 articlesGetting Started
Set up your account and take your first call
BrowseBilling
Subscriptions, wallet, and refunds
BrowseCalls
The buffer rule, scripts, and dialer setup
BrowseLeads
Subscribe to sources, refund calls, manage your queue
BrowseCRM
Work leads with the wizard and submit applications
BrowseAgencies
Invites, payment responsibility, and verification
BrowseAgents
Build and optimize your agent landing page
BrowseIntegrations
RingCentral, lead posting API, and more
BrowseFeatured guides
Joining and switching between agencies
How agency owners send invites, how the wallet follows your email, and how to switch which agency you are working under.
The 90-second buffer rule
The first 90 seconds of every call are reserved for narrow qualification only. Knowing what you can and cannot do during the buffer protects your refund eligibility and keeps you from being flagged.
The Unlimited Calls Program — overview and enrollment
Fixed weekly cost, 45 to 60 inbound calls per week, routed straight to you. Here is how the program works, what it costs, and how to enroll.
Billing, subscriptions, and wallet — FAQ
Every common question about charges, subscriptions, the wallet, refunds, and agency payment — answered in one place.
First-time setup
Joining an agency, finishing verification, getting the dialer ready, and taking your first call — the quickest path from logging in to going live.
Requesting a refund for a call
How to request a refund in the CRM, handle an under-buffer call that didn't auto-disposition, and review the recording when support flags one.