Quickstart

Start here to set up ASC around your business, your callers, and your first customer workflows.

Use this page to get oriented in the ASC Client Portal and move quickly into the right workflows.

The fastest path is to start with your business goals, then confirm the parts of your ASC setup that matter most.

After-hours support: make sure calls reach ASC, messages are delivered, and on-call contacts are correct.
Lead capture and sales response: confirm scripts collect the right details for new inquiries and sales opportunities.
Urgent dispatch or escalation: set up contacts, delivery methods, and escalation timing for emergencies.
Multi-user client access: invite office managers, dispatchers, coordinators, or owners with the right permissions.

Start with Introduction, then review Access and dashboard and Accounts and users.

Open Scripts and confirm ASC is greeting callers, asking the right questions, and capturing the right information.

This matters for legal intake, home service emergencies, patient routing, and new lead capture.

Review Messages and Oncall calendar.

Make sure urgent calls route to the right people and normal calls follow the right follow-up path.

Forward a test call, review the resulting message, and confirm the expected team member receives it.

Once your call flow is working, set up the remaining tools your business needs.

Use Billing and payments, Profile, reports, and API keys, ASC Zapier App, and Customer resources.

If you are launching ASC for a new office, location, or team, continue with the implementation checklist next.

Last updated 2 months ago

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