Setting up new agencies and environments is now faster and easier with our streamlined Agency Wizard.
Quick Setup
Complete your agency configuration in minutes instead of manually entering connection details across multiple screens:
- Guided Process: Step-by-step wizard walks you through configuration
- Smart Defaults: Intelligent suggestions based on common patterns
- Validation: Real-time validation of credentials and connections
- Bulk Configuration: Set up multiple environments at once
Configure Everything
The wizard handles all aspects of agency setup:
- Agency information and identifiers
- Environment connections (Dev, Test, Production)
- API credentials and authentication
- Testing and validation of connections
Benefits
- Save Time: Minutes instead of hours for initial setup
- Reduce Errors: Validation catches configuration issues immediately
- Easier Onboarding: New team members can set up quickly
- Consistent Configuration: Standardized setup process across teams
Whether you're onboarding a new agency or adding environments to existing ones, the Agency Wizard makes configuration fast and error-free.