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Getting started

Follow the journey in order. Each step links to a full article, and your progress is saved in this browser.

Onboarding checklist

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Progress is stored locally in this browser only — it is not synced to an account.

The journey

  1. 1

    Welcome to RapidRoot

    Available

    What the platform does, who it is for, and how to read this knowledge center.

  2. 2

    Platform overview

    Available

    How Messaging Cloud, Voice Cloud, Automation Cloud and AI Agents relate to each other.

  3. 3

    Account and workspace setup

    Available

    Create your account, name your workspace and set the defaults everything else inherits.

  4. 4

    Connect WhatsApp

    In development

    What you need before connecting a WhatsApp Business number, and the order of the steps.

  5. 5

    Configure Voice AI

    In development

    Set up the AI receptionist: greeting, knowledge, escalation and business hours.

  6. 6

    Your first campaign and workflow

    In development

    Send a small, well-targeted first campaign and connect a follow-up workflow to it.

How modules connect

Everything sits on one shared foundation. Adding a module extends what your workspace can do without splitting your contacts, roles or reporting.

RapidRoot platform

Workspace, contacts, roles, analytics.

Available

Messaging Cloud

WhatsApp inbox, templates, campaigns, chatbot.

In development

Voice Cloud

AI receptionist, inbound and outbound calls.

In development

Automation Cloud

Cross-channel triggers and scheduled actions.

Coming soon

AI Agents

Goal-driven agents across messaging and voice.

Coming soon