Getting started

Set up your workspace and guided start.

A workspace separates funnels, leads, integrations, members and billing for one business or client.

Create and name the workspace

Choose a clear customer or brand name. Agency accounts can keep client data strictly separated across multiple workspaces.

Complete the guided start

  • Set the primary funnel goal and audience.
  • Invite members and assign Owner, Admin or Member roles.
  • Connect Claude, integrations and WhatsApp only where needed.
  • Add your workspace icon and preview settings.

Keep access scoped

API keys and Remote MCP connections belong to exactly one workspace. Create separate credentials for another client instead of reusing access across workspaces.

Continue with Understand funnel settings