Operator instant quickstart

See working intake and automation in about 5–10 minutes using the built-in Operator at Dashboard → Tools → Operator (/dashboard/operator). No API or template editing required to start.

    What “instant value” means here

    The Operator applies a deterministic plan (preview → apply) on the same CRM, workflows, and hosted forms as the REST API.
    You get a visible outcome—default pipeline, a public form URL, and rows in the activity log—before you wire external agents.
  

Built-in use cases (wizard goals)

When you click Start guided setup, choose a goal that matches what you want to prove first:

Wizard goal	What you set up	What to check after apply
Intake / capture	Hosted lead form (optional workflow), default pipeline step	Activity log `plan_apply`; open public form; submit a test lead → CRM → Leads
Qualification	Pipeline baseline + intake path; then use agents/workflows for scoring	Pipeline exists; leads enroll or agents run from AI Agents
Routing / handoff	Pipeline + intake; opportunity stages for deals	CRM → Opportunities Kanban after you create or import deals
Nurture / follow-up	Plan uses `nurture` intent (hosted “nurture capture” form name)	Form + enrollment when a workflow is attached; see nurture recipe
Custom goal	Same wizard; you choose intake (form, CSV, Sheets, existing CRM)	Activity log + whichever intake path you selected

Default instant-value plan (what apply does)

Behind the scenes, the instant_value plan typically includes:

ensure_default_pipeline — creates the org’s default opportunity pipeline and stages if missing.
create_lead_form — creates a hosted capture form with a public URL (GET/POST /public/lead_forms/:token).
note — reminds you to import CSV under CRM or connect Google Sheets for bulk leads.

Preview the JSON plan in the wizard’s Preview & apply step before you commit.

Step-by-step (dashboard)

Sign in and open Dashboard → Tools → Operator.
Click Ensure default pipeline (optional if the plan will include it).
Click Start guided setup → pick a goal and intake (hosted form is the fastest proof).
Walk through Pipeline and Configure (workflow, form name, optional hCaptcha).
Generate plan → review JSON → Apply plan.
Open the activity log on the same page:
- plan_apply — success/partial/failed with step lines; Edit restores wizard choices when saved.
- lead_form_created — View public form and Edit (opens wizard for a new plan).
Submit a test lead on the public form → confirm the lead in CRM → Leads.

Activity log actions (current UI)

Edit — opens guided setup (restores wizard_setup snapshot when the row has one).
Re-run plan — on plan_apply rows that stored plan_applied.
Delete — removes the audit row only (not CRM records or the live form).

After instant setup

Bulk leads: CRM import (CSV, JSON, Google Sheets via Settings → Integrations).
Score many rows with an agent: save CSV on Sources, then run batch on AI Agents → [agent] → Batch.
API / external agents: Operator REST API and programmatic quickstart.

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