Tour the workspace
After logging in, you’ll find these areas on the home page:Contacts
Everyone Mav is working, with full conversation history.
Marketing Sources
Route a vendor’s leads to one or many agents.
Import Leads or Conversions
Upload a CSV of your leads for your agent to work.
Invite users
Add your team members into your Mav account.
Get your first lead flowing
1
Review your agent
Partner with your Client Success leader to set up for your account’s agents (for example, Auto Insurance and/or Home Insurance). Check its persona and instructions so it sounds like your brand.
2
Invite your teammates
Add users to your Mav account. Users have read access, Managers have read and write access.
3
Connect a lead source
Set up a marketing source so your vendor or web form can deliver leads straight to the agent, or import a CSV to load a batch yourself.
4
Set your availability
Configure transfer hours so live calls are only attempted when your reps can actually take them.
5
Watch it work
As leads arrive, open Contacts to follow each conversation in real time and review outcomes.
Need a hand getting set up? Reach the Mav team at support@hiremav.com.