Getting Started with OPSYNC

A 7-step walkthrough to get your org live, your team set up, your records imported, and your first campaign dialing inside of an hour.

  1. 1

    Create your organization

    • Sign up at opsynchub.com/register — you start on the Custom onboarding for every team — talk to us first.
    • On first login, the onboarding wizard walks you through org name, timezone, business hours, and industry.
    • Pick a process type (Sales, Collections, Support, Recruiting, Insurance, Real Estate, Mortgage, or General). This seeds your pipeline stages but you can change them later.
  2. 2

    Invite your team

    • Go to Settings → Team and click "Invite User". Choose a role: Admin, Manager, Supervisor, QA Manager, or Agent.
    • Your plan determines how many agent seats you get. Starter = up to 5 agents, Growth = up to 25, Agency = unlimited.
    • Invitees receive an email link to set their password. Their first login auto-joins them to your org.
  3. 3

    Import your records

    • Navigate to Records → Import. Drop in a CSV — OPSYNC will auto-detect fields like name, phone, email, and company.
    • Map any custom columns to custom fields on the fly. You can also preview the first 10 rows before committing.
    • Duplicates are detected by phone + email and merged. You can review conflicts in the import history view.
  4. 4

    Connect your phone system

    • Go to Settings → Telephony. Paste your Twilio Account SID and Auth Token, or your Telnyx API key.
    • Buy a phone number from within OPSYNC or bring your own. Caller ID, CNAM, and local presence pool are all configurable.
    • Place a test call from the dialer — you should hear yourself on the other end. If not, check the debug panel in Settings → Telephony.
  5. 5

    Launch your first campaign

    • Campaigns group records into pipelines with stages, scripts, and assigned agents.
    • Create a campaign, pick a process template (or start from scratch), assign agents, and click Launch.
    • Agents will immediately see the campaign in their Workspace and can start dialing, emailing, or texting.
  6. 6

    Set up AI QA (optional but recommended)

    • AI QA auto-scores every completed call against a rubric you define. It catches compliance issues, missed talking points, and tone problems.
    • Go to QA → Rubrics and create your first scorecard. You can clone one of our templates for Sales, Collections, or Support.
    • Calls are scored within minutes of wrap-up. Managers get notified on scores below threshold.
  7. 7

    Build your first workflow

    • Workflows fire actions when events happen — e.g., "when a record moves to Won, send a Slack message and create a follow-up task."
    • Go to Workflows → New and pick a trigger (record created, stage changed, call completed, form submitted, etc.).
    • Chain actions: send email, send SMS, assign agent, update record, call webhook, fire sequence, post to Slack.

Next steps

Once you're live, explore the FAQ for answers to common questions, or dive into the API reference to wire up custom integrations.

Read the FAQ API reference
Back to Help CenterFAQ