Getting started
Getting started with Override Agency
Set up your account, complete onboarding, connect core services, and learn where the main work happens.
- Audience
- New agents, beta testers, and Zoom reviewers
- Region
- US and Canada
Overview
Override Agency is organized around a regional agent workspace. US agents use /us routes and Canadian agents use /ca routes.
The sidebar is the primary navigation surface: Dashboard, Command Center, Leads, Clients, Messages, My Team, Meetings, Calendar, Applications, Back Office, Documents, Billing, and Settings.
Most workflows begin by adding leads, connecting Zoom and Google Workspace, then running meetings or calls that feed transcripts, notes, extraction, and follow-up work.
Requirements
- An active Override Agency account.
- A verified email address.
- A current subscription or trial.
- Required third-party accounts for the features you plan to use.
Walkthrough
1. Open your regional workspace
After login, the platform routes you to the correct regional dashboard. Use the CA/US badge in the sidebar to confirm which workspace you are using.
2. Complete profile and security setup
Open Settings to confirm your name, email, address, password state, and two-factor authentication. Admin users may see additional diagnostic controls.
3. Connect integrations
In Settings, open Connections and connect Zoom, Google Calendar, Google Drive, DocuSign, and the carrier portals available in your region.
4. Add or import leads
Use the Leads page to create a lead manually or import a CSV. The lead board becomes the home base for contact records and sales pipeline movement.
5. Run meetings and calls
Use Meetings for Zoom-based client meetings and Command Center for live calling, scripts, call history, and dialer setup.
Where to go
| Area | US path | Canada path |
|---|---|---|
| Dashboard | /us/dashboard | /ca/dashboard |
| Onboarding | /us/onboarding | /ca/onboarding |
| Settings | /us/settings | /ca/settings |
Tips
- Brand-new accounts may show demo fixtures until you dismiss demo data.
- If a feature is disabled, Settings usually shows which connection is missing.
- Use the Support page when a reviewer or beta tester needs a public support URL.
Troubleshooting
I landed in the wrong region
Sign out and back in, then confirm your profile region. Admin users may also switch portal context from the sidebar.
A connected feature still says unavailable
Refresh the page after connecting the provider. If it remains unavailable, reconnect the provider from Settings so the platform receives a fresh authorization grant.
FAQ
Are the US and Canada workspaces identical?
They share the same core CRM, meetings, documents, team, billing, and command center concepts, but carrier availability and compliance setup differ by region.