Getting Started with MrCAPI

Welcome to MrCAPI, the AI-assisted platform engineered to capture leads, track pipelines, and close deals for any industry. This guide will help you configure your new workspace in under 5 minutes. ### 1. Registering Your Workspace If you haven't already, sign up at the portal to create your account. You'll need to specify: - **Organization Name**: Your company or agency name. - **Focus Industry**: Pick from Education, E-Commerce, Interior Design, Healthcare, IT, Real Estate, etc. - **Admin Profile**: The master account owner. ### 2. Setting Up Team Seats Head to **Settings > Team** in your dashboard. You can add agents or representatives by specifying: - **First & Last Name**: Used in assignment notifications. - **Email Address**: For invitations and auth credentials. - **System Role**: ORG_MANAGER or ORG_AGENT. ### 3. Activating Pipelines MrCAPI comes preloaded with standard sales pipeline stages (NEW, CONTACTED, QUALIFIED, WON, LOST). You can customize these stage names under settings to match your specific industry pipeline milestones.