1. Create your account
Head to the Legion AI homepage and sign up with your email, Google, or Okta account.
2. Create your organization Go to Business (bottom-left corner) → Client Organizations. If prompted to switch to an Agency Account, select “Switch my organization to agency” for creating more than 1 organization else select cancel. Create your organization by entering its name, selecting the appropriate timezone, and setting its business hours. These settings ensure calls and messages are only sent during appropriate times.
3. Your workflows and pipelines are ready to go
Once you're in, create a workflow by navigating to Workflows in the left sidebar and selecting “New Workflow”. You can choose to create a new workflow from scratch or from templates or some files. Give your workflow a descriptive name to begin building your workflow.
Create your pipeline to navigate leads through different stages.
4. Add your staff member
Navigate to Business → Staff (if Staff is not already visible in the left sidebar). Click "Add Staff” to add the person who will be leading the appointments. This is who leads will be booked with when they respond.