Quickstart checklist

This checklist takes you from a new account to a client's agent answering real calls. Work through it in order: several steps depend on the one before. Each step links to its full guide.

Before you start#

Have these ready. You'll create or use accounts outside Wozena:

1. Set up your agency#

1. Create your account and agency
   Sign up, verify your email, and choose your workspace address. The address can't be changed later, so pick it carefully. Create your agency
2. Choose your Wozena plan
   In Plan & Billing, pick the plan that has the features you'll sell. White-label needs the Agency plan or higher by default, and custom domains need Agency Pro. Your Wozena plan
3. Connect Retell
   In Provider Connections, paste the Retell API key that is tagged “Webhook”. With any other key, call events are rejected. Connect Retell
4. Connect Stripe
   In Provider Connections, paste your Stripe secret key. We create the Stripe webhook for you. Start with a test key to rehearse. Connect Stripe

2. Make it yours#

1. Add your brand
   In White-labelBrand identity, set your company name, logo, favicon, colours, support email, terms and privacy links. Branding
2. Connect a custom domain (optional)
   Add a hostname such as portal.youragency.com and point a CNAME at us. We issue the certificate automatically. Custom domains
3. Verify a sending domain for email (recommended)
   Add the DNS records we show you so client emails come from your own address. Also set a Reply-to so client replies reach you. Email and sending domain
4. Set a notification email
   In White-label, fill in “Notification email” so you hear about failed payments, usage caps and finished campaigns.

3. Onboard your first client#

1. Create the client
   In Clients, click “New client” and name it after the business. Clients
2. Invite the client's admin
   On the client's “Members” tab, invite the person who will manage the account as Client admin. Payment links are emailed to this person. Team, roles and invites
3. Create a client plan
   In Client BillingPlans, set a base price, included minutes and an overage rate. Client plans
4. Subscribe the client
   On the client's “Billing” tab, send a payment link or activate a free plan. The client's agents can't go live until their subscription is active. Billing clients

4. Build and go live#

1. Build the agent in the client's workspace
   Create a prompt agent (recommended) or a conversation flow, and choose the client as its workspace. Pick the voice and write the prompt. Build an agent
2. Give it knowledge and tools
   Add a knowledge base with the client's services, prices and FAQs. Connect their calendar or CRM so the agent can book appointments mid-call. Knowledge bases · In-call tools
3. Publish and test
   Publish the agent, then place a test web call from the builder. Test calls are billed like live calls. Test and publish
4. Give it a phone number
   Buy a number (or import one), assign it to the client, and route it to the agent, 24/7 or on business hours. Call it from your phone. Phone numbers
5. Hand over
   Your client signs in at your portal address to see calls, recordings, transcripts and reports. The client portal

5. Grow from here#

• Post-call automations: log every call in the client's CRM or push leads into a pipeline.
• Webhooks: send signed call events to Zapier, Make, n8n or your own system.
• Contacts and campaigns: run outbound calling for reactivation, reminders and follow-ups.
• Share an agent: a public demo page and a website call widget, useful for selling.
• Calls and reports: review calls and show each client the value you deliver.

Why the order matters#

A few steps depend on earlier ones. If something is blocked, check this list first:

Still stuck? See Troubleshooting.