Step #1: Sign in to the Dashboard

Now you’ll want to head to your dashboard to sign in:

You should use the same email for the CRM account you’re currently logged in as.

If you’re trying to sign in right after installing, it may not have your user details yet, but if you wait 1-5 minutes it should work.

Step #2: Create a Configuration optional

A configuration is the basic grouping mechanism for sub-accounts within your agency.

This is also how you define which automations to run, and for which sub-accounts.

I’d recommend looking through the Key Features section of this documentation in order to figure out if you want any of these AI automations.

Head to “Studio” → “Configurations”, or click here, where you should see a page like this:

You won’t have any configurations though, so click on “New Configuration” at the top right to create one.

This is the configuration editing screen, and we’ll stay on the “General Settings” tab for now:

Now you should select which sub-accounts will have these automations run:

The best way to group sub-accounts is by niche, since in the same niche businesses should have similar contact grading criteria, sales processes, etc.

It’s totally fine if you have a single sub-account in a configuration, if you’re an agency, this is how you’d set up your own sub-account that you use for signing new clients.

Next, we should give the AI some context around this/these business(es):

In this box, you can provide some basic context that applies to all contacts, such as the flow of the sales process, what they’re generally looking for, and what the main goal of the business is for each contact.

This context will help the AI to provide more useful summaries, tasks, grading, etc.

Now, let’s turn off the automations we don’t need:

You should look through the Key Features section of this documentation in order to figure out which automations you want or need.

And if you’re worried about the AI usage, you can read more and see examples in the Pricing & Usage section.

As a final step, you can get the AI to finish up for you:

The AI will translate these requests into prompts for the system to use when generating summaries, grading contacts, etc.

Additionally, you can look at the prompting for each section to make sure you’re happy with it.

Step #3: Connect Ad Accounts optional

Currently, you’re able to connect either Meta or Google ad accounts to Streamlined.

If you run ads on either of these platforms, you may want to connect them.

In order to do that, head to Studio → Integrations or click here.

Then, click on “Add Connection” and you’ll see a dialog like this:

Follow the steps outlined, and you’ll be redirected to the integrations page, but it should now look like this:

Your account(s) are in the process of backfilling, which should take ~1 day for Google, or 2-5 days for Facebook, depending on the activity level of the account(s).

After a few days, you’ll see this:

Your accounts are connected, and just need to be mapped to a sub-account.

You can map individual campaigns from a single ad account to different sub-accounts, like so:

Also, I’d recommend using the “Auto-Match” button at the top right of each connection, as it will try to find similar names and map your sub-accounts automatically.

This is useful when you have tons of sub-accounts.

Now that you’ve done that, your ad metrics should populate:

Step #4: Backfill Historic Data

Finally, all that’s left (besides playing around with your dashboards) is to get some data in there!

If you haven’t started your trial, then you should do that before you backfill your data.

But if you have started your trial, then data will start to flow in over time.

However that’s going to be a little slow, so let’s pour some gas on the fire!

For now, you’ll need to 💬Get in Touch, and just tell me your location ID, relationship number, or email, along with which accounts you want to pull data in for.

In the future, there will be a button on the dashboard for you to start a backfill.