👋 Welcome! This is your setup guide. Remember, if you have any questions, we are here to help via the GoSquared Assistant.

Before getting started

• [ ] Share this workspace with your team
• [ ] Add GoSquared to your bookmarks

Basic Setup - 5 minutes

• Follow our Walkthrough Tutorial as you tick-off your check-list 🙌

▶️ Ready? Let's Go‼️

• [x] Sign up for my GoSquared account
• [ ] Install the GoSquared snippet
• [ ] Turn on Assistant
  • [ ] Configure my Assistant settings
• [ ] Set up notifications for incoming Inbox messages
• [ ] Invite my team members

<aside> 🛡️ Take a minute to secure your login with Two-Factor Authentication.

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Lead Capture - 15 minutes

• [ ] Activate my first automated Prompt
  • Prompt Inspiration
• [ ] Automatically create a profile in customer data hub every time someone new signs up
  • Integrating with Customer Data Hub
• [ ] Set up my Slack or Gmail integration to notify me of new leads
  • How to Integrate with Slack or Gmail

Import my Customer Data - 5 minutes

• [ ] Batch import my contacts from another service
  • Ways to import your data