The short answer
Builder organizes OfficeSpaces products into a guided setup map. Each card explains a product, shows an account-specific checklist and links to the workspace where the actual configuration is stored.
Availability: Available to accounts with access to this workspace or feature.
Step-by-step
-
Choose a product card
Select Phone System, CRM, Email, Website Builder, Contact Forms, Booking, Video Conferencing, Payments or Document Signatures.
-
Read the inspector
Review the product purpose, details and checklist before opening its workspace.
-
Complete setup at the source
Follow the provided link and save settings in the product’s own workspace. Application Builder does not replace provider onboarding or product-specific validation.
-
Test the customer path
Use sandbox or test credentials where supported, then verify the result from the customer’s perspective.
-
Return to the launch flow
Continue to the next incomplete product only after the current product’s critical path has been verified.
Was this guide helpful?
Send feedback about this guide