How to Use the Complete Your Setup Checklist
| Feature Availability | User Permissions | Business Type | Time to Complete | Skill Level |
|---|---|---|---|---|
| All plans and the free trial (some items need a plan that includes the feature) | Admin only | All business types | About 2 minutes to review; each item takes longer | Beginner |
Summary
Overview: After you click Go live in the setup wizard, your Dashboard shows a Complete your setup card with four optional steps. Each item ticks itself off when the setup is done, and you can dismiss the card at any time.
Prerequisites:
- You are the workspace Admin and have finished the setup wizard (see How to Complete the Setup Wizard).
Step-by-Step Instructions
Step 1: Find the checklist
- Click Dashboard in the left menu.
- The Complete your setup card shows a counter, for example 1/4, and the line "Finish these optional steps to get the most out of Pippify."
Step 2: Work through the items
Click an unticked item to open the page where you set it up:
| Item | Opens | Ticked when |
|---|---|---|
| Add guidance rules | Settings › AI Studio | At least one guidance rule is turned on |
| Connect your calendar | Settings › Connectors | A calendar (Cal.com or TidyCal) is connected |
| Add SMS channel | Settings › Channels (click the SMS tile) | SMS is connected |
| Invite team members | Settings › Users | At least one other person has accepted an invitation and is active |
- Click the item and finish the setup on the page that opens.
- Return to Dashboard. The item now shows a tick and is crossed out, and the counter goes up.
If Pippin wrote guidance rules for you in the setup wizard, Add guidance rules is already ticked.
Step 3: Dismiss the checklist
- To hide the card at any time, click the X (Dismiss) in its top-right corner.
- When all four items are done, the card says "All optional steps complete — your AI SDR is fully operational." You can also click Dismiss checklist at the bottom.
Verify It Worked
Success criteria:
- Finished items show a tick and a crossed-out label.
- After you dismiss it, the card no longer appears on the Dashboard.
Troubleshooting
Common errors
- Invite team members stays unticked: pending invitations don't count. The item ticks once someone accepts and becomes active.
- SMS is locked on the Channels page: the SMS tile shows Growth plan, because SMS isn't included in your current plan. If it shows Set up lead scoring first, add a Lead Scoring attribute in Settings › AI Studio first. See Why a Feature Is Locked and What Read-Only Means.
Limitations & considerations
- Only the Admin sees the checklist. Sales Managers and Sales Reps don't.
- Dismissing is for the whole workspace and can't be undone from the app.
- Ticked items can't be clicked. To change a finished setup, open the page from Settings.
- WhatsApp, voice and other channels aren't part of the checklist; set them up under Settings › Channels.
Next Steps & Related Resources
- Next steps:
- How to Add Guidance Rules
- Related articles:
- How to Connect Your Calendar (Cal.com or TidyCal)
- How to Connect SMS With Your Twilio Account
- How to Invite a Team Member
- How to Read the Dashboard
Need more help? For more information and assistance, please send an email to support@pippify.ai.
Last Updated: 10/19/2026