Trial Console

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Complete Trial Setup

All credentials and confirmations are required to make this trial available for client signup.

1. Pay for 1 additional bot in Botpress billing
2. Create a new bot → Start from scratch
3. Upload the golden .bpz file
4. Name the bot with the trial number

1. Create a new organization in Vapi dashboard
2. Name with the trial number
3. Add payment method via link
4. Buy a (575) phone number

1. Go to EffortlessAI agency → create a (505) phone number
2. Go to Agency → Settings → Phone Integration
3. Click the three dots → Link to LeadConnector
4. Go to Move Numbers → assign to subaccount
5. Go to New Subaccount → Settings → Private Integrations: Create n8n Integration
   View required scopes

   calendars.readonlycalendars.write calendars/events.readonlycalendars/events.write calendars/groups.readonlycalendars/groups.write calendars/resources.readonlycalendars/resources.write contacts.readonlycontacts.write locations/customFields.readonlylocations/customFields.write
6. Go to New Subaccount → Automations → 🔒 System Workflows
7. Update IVR to Vapi and turn on Trial Workflows