1
Sign in and select your firm
Go to app.compensable.live and sign in. If your account belongs to more than one firm, select the correct organization before continuing: every agent, number, and call you see is scoped to the organization you’re in.
2
Build a blueprint
Open Blueprints and start from the blueprint gallery, or choose Start simple for a prompt-first agent. A blueprint is the questionnaire, qualifying criteria, and caller experience rules your agent follows on every call. You can change a blueprint later without affecting agents that already use it, until you refresh them.
3
Create an agent from the blueprint
Open Agents and create an agent from your blueprint. The agent is the live, callable instance: pick its voice and confirm its name here before it takes any calls.
4
Connect a phone number
Open Channels and connect or provision a number for your firm. Route the number to the agent you just created so inbound calls land on it.
5
Place your first call
Call the connected number from your own phone. Your agent answers, introduces itself the way its blueprint says to, and starts working through the intake.
6
Watch it live
Open Conversations while the call is in progress and select it to open the live view. You can follow the transcript turn by turn and take over the call yourself if you need to.
7
Review the finished call
After the call ends, open it from Conversations to see the recording, full transcript, the qualification outcome, and the audit trail of every decision the agent made.
A caller only reaches your agent once a number is connected and routed. If your first call doesn’t ring through, check the number’s routing before checking the agent.
Next steps
- Learn how gates and phases shape a call in Agents overview.
- Set up outbound calling or a lead-nurture sequence in Campaigns overview.
- Review what’s enforced automatically in Compliance overview.