> ## Documentation Index
> Fetch the complete documentation index at: https://docs.sympana.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Setup Checklist

> Step-by-step checklist to get Sympana Connector fully set up — from install to your first live call and message.

Use this checklist to set up Sympana Connector from scratch. Complete each step in order.

***

## Phase 1: Install

<Steps>
  <Step title="Install Sympana Connector from the GHL Marketplace" icon="download">
    Go to **Settings → Integrations → Marketplace** in GoHighLevel. Search for **Sympana Connector** and install it on your sub-account/location. Approve all requested permissions.
  </Step>

  <Step title="Open Sympana Connector" icon="gauge">
    After installing, open the Sympana Connector app from your GHL sidebar or custom menu link. If you see "Installation Required," click the install/reconnect button.
  </Step>

  <Step title="Verify your installation" icon="check">
    You should see the Sympana dashboard with options for Retell, Vapi, or AnyReach. If the page loads, you're installed.
  </Step>
</Steps>

***

## Phase 2: Connect your voice provider

<Steps>
  <Step title="Add your API key" icon="key">
    Click **Retell** or **Vapi** in the Sympana dashboard. Enter your voice provider API key and save.
  </Step>

  <Step title="Verify agents load" icon="robot">
    After saving the API key, your available agents/assistants should appear in the dropdown. If they don't, check that the API key is correct.
  </Step>
</Steps>

***

## Phase 3: Create a voice connection

<Steps>
  <Step title="Create a voice connection" icon="link">
    Click **Add Voice Connection**. Fill in:

    * **Connection name** (e.g., "Sales Outbound Agent")
    * **Agent** — select your voice AI agent
    * **Phone number** — select the number to call from
  </Step>

  <Step title="Link a GHL calendar (if using appointment functions)" icon="calendar">
    Select a GHL calendar. Required for Book Appointment, Get Slots, and other appointment functions.
  </Step>

  <Step title="Enable functions" icon="wrench">
    Click the functions your agent needs (Book Appointment, Get Contact, Update Contact Data, etc.). Blue checkmark = enabled.
  </Step>

  <Step title="Configure dynamic variables (optional)" icon="code">
    Add variables if your agent prompt needs GHL contact data (name, email, custom fields).
  </Step>

  <Step title="Save and activate" icon="floppy-disk">
    Save the connection. Make sure the status shows **Active**.
  </Step>
</Steps>

***

## Phase 4: Create a messaging connection (optional)

<Steps>
  <Step title="Switch to Messaging tab" icon="message">
    In the Sympana dashboard, switch to the **Messaging** tab.
  </Step>

  <Step title="Create a messaging connection" icon="plus">
    Click **Add Messaging Connection**. Select your messaging AI agent, configure Contact Access rules, and enable functions.
  </Step>

  <Step title="Configure human handoff" icon="user">
    Set up handoff keywords so the AI knows when to stop and pass to a human.
  </Step>

  <Step title="Save" icon="floppy-disk">
    Save and activate the messaging connection.
  </Step>
</Steps>

See the full guide: [Messaging Connection Setup](/guides/messaging-connection-setup)

***

## Phase 5: Build GHL workflows

### Voice workflow

<Steps>
  <Step title="Create a new workflow in GHL" icon="plus">
    Go to **Automation → Workflows → Create Workflow**.
  </Step>

  <Step title="Add your enrollment trigger" icon="bolt">
    Choose what starts the workflow (Contact Created, Tag Added, Form Submitted, etc.).
  </Step>

  <Step title="Add Place Call action" icon="phone">
    Search for **Place Call** under Sympana Connector. Select your voice connection.
  </Step>

  <Step title="Add Wait Until Calling Window (optional)" icon="clock">
    If calls should only happen during business hours, add this action BEFORE Place Call.
  </Step>

  <Step title="Publish" icon="rocket">
    Publish the workflow.
  </Step>
</Steps>

### Post-call workflow

<Steps>
  <Step title="Create a second workflow" icon="plus">
    Create a new workflow for handling call results.
  </Step>

  <Step title="Add Call Completed trigger" icon="bolt">
    Search for **Call Completed** under Sympana Connector.
  </Step>

  <Step title="Add follow-up actions" icon="list">
    Use the call data to: send SMS, update contact, add tags, move pipeline stages, create tasks.
  </Step>

  <Step title="Publish" icon="rocket">
    Publish the workflow.
  </Step>
</Steps>

### Messaging workflow

<Steps>
  <Step title="Create a messaging workflow" icon="plus">
    Create a new workflow.
  </Step>

  <Step title="Add Message Received trigger" icon="bolt">
    Search for **Message Received** under Sympana Connector. Add channel filters if needed.
  </Step>

  <Step title="Add Send AI Message action" icon="robot">
    Select your messaging connection.
  </Step>

  <Step title="Publish" icon="rocket">
    Publish the workflow.
  </Step>
</Steps>

***

## Phase 6: Test

<Steps>
  <Step title="Test voice" icon="phone">
    Create a test contact with your phone number. Trigger the workflow. Verify:

    * Call connects and agent responds
    * Functions work (ask to book an appointment)
    * Call Completed trigger fires (check second workflow)
  </Step>

  <Step title="Test messaging" icon="message">
    Send a test inbound message to your GHL number. Verify:

    * Message Received trigger fires
    * AI responds through GHL Conversations
    * Handoff works when you say a handoff keyword
  </Step>

  <Step title="Go live" icon="circle-check">
    Once tests pass, you're ready to run real contacts through your workflows.
  </Step>
</Steps>

***

## Quick reference

| Step                 | What to check                                       |
| -------------------- | --------------------------------------------------- |
| Install              | Sympana dashboard loads without errors              |
| API key              | Agents appear in the dropdown                       |
| Voice connection     | Status shows Active, functions have blue checkmarks |
| Messaging connection | Status shows Active, Contact Access configured      |
| Voice workflow       | Call connects, functions work, Call Completed fires |
| Messaging workflow   | AI responds to inbound messages                     |
| Handoff              | AI stops when handoff keyword is sent               |

<Warning>If any step fails, check the [Troubleshooting](/troubleshooting) page before continuing to the next step.</Warning>