Getting Started3 min read
Pro Dedicated Onboarding Call
Schedule your white-glove onboarding call with the AIVIONT team.
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Pro subscribers receive a complimentary 1-on-1 onboarding call with an AIVIONT specialist.
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To schedule: Navigate to Settings > Support and click "Schedule Onboarding Call."
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During the call, we'll help you: Import contacts, set up your first automations, connect integrations (Zoom, Calendar), configure pipeline stages.
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We can also provide custom automation setup assistance based on your specific workflows and insurance lines.
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Calls typically last 30-45 minutes and can be scheduled within 48 hours of upgrade.
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Pro Tip: Have your contact list, existing email templates, and calendar ready before the call to maximize productivity.