ClientBridgeLLC
[ DOCUMENTATION ]

GETTING STARTED
WITH CLIENTBRIDGELLC

Your quick setup guide to launch AI automation in minutes.

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Setup Progress
1

Account Setup

Set up your account, verify your email, and customize your company profile.

Setup Steps

1

Create an account and confirm email

Sign up at clientbridgellc.com and check your inbox for the verification email.

2

Add company info and time zone

Complete your business profile with company name, industry, and operating time zone.

3

Invite team members (optional)

Add colleagues who will manage or monitor your AI automation systems.

2

First Integration

Connect your CRM and calendar to enable instant scheduling and lead sync.

Integration Checklist

CRM:HubSpot, Salesforce, Zoho (supported out of the box)
Calendar:Cal.com or Google Calendar
Test:Create a sample booking to confirm connection
3

Basic Configuration

Tailor your AI assistant to match your workflow.

Configuration Steps

Define business hours
Add sample call or chat script
Set fallback routing to a human agent

Quick Tips

"Most teams complete setup in under 30 minutes."

"You can always expand later with outbound automation and CRM mapping."

Want Hands-on Help with Setup?

Our team can walk you through the entire setup process and answer any questions you have.

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