Your first week

Work through these in order. Each takes a few minutes.

1. Set your transfer hours

Open Settings › Phone Settings › Hours. Turn on each day you take calls and set the start and end times, or tick 24 hours. Times follow your account timezone, which you set under Settings › Account.

Mav only transfers, and only places its own follow-up calls, inside these hours. Outside them the agent books a callback instead. Six federal holidays close the hours automatically: New Year's Day, Memorial Day, Independence Day, Labor Day, Thanksgiving and Christmas.

2. Add the number your reps answer

Under Settings › Phone Settings › Setup, enter the DID number, the direct line Mav dials to reach a producer on a transfer. Format it like 415-555-0100. A marketing source can carry its own transfer number, and a lead can too; Mav uses the most specific one it has.

3. Connect a lead source

Open Marketing sources and click Add source. Pick your vendor from the directory, or choose Custom (not in the directory) for anything else. Choose which agents the source routes to. Then click Integration on the source and give the posting URL to your vendor. Only phone is required; everything else the vendor sends is kept on the contact under Properties.

Watch the first leads land under Marketing sources › Debug, which keeps every incoming payload for 90 days. See Marketing sources for routing and managing sources, and Lead sources and marketing webhooks for what to send.

4. Import the leads you already have

Under Settings › Imports, click New import, choose Contacts, pick the agent, and confirm you have written consent to text these people. Download the template, fill it in, and upload it. The first row must be column headers and one column must be the phone.

Imports run up to 500 contacts per account per day. Anything over that waits for the next business morning so your reps are not flooded.

5. Invite your team

Under Settings › Users, click Invite teammate. Give each person a name, email, phone, role and timezone. They get a welcome email with a link to set a password.

A User can see contacts and conversations. A Manager can also change settings, invite people, import, export and mark conversions. See Team roles and permissions.

Send yourself a test

Open an agent and click Send a test, then Text me or Call me. The test goes to the phone on your own profile and skips the quiet-hours hold, so you can try the whole conversation right away.