Jump to a section Overview Before You Begin Why It Matters Part 1: Initial Setup - The RAIN OS Wizard Step 1: Add the RAIN OS Permission Set Step 2: Terms, Conditions & Business Profile Step 3: API Webhook Setup Step 4: Features & Settings Step 5: Credits, Models & BYOK Part 2: Building Your First Agent Agent Types: Assistant, Voice, and Chat Agent Builder Walkthrough The Prompt: Single Mode vs. Structured Mode Knowledge Base Context Manager: Objects, Fields & Data Capture T

Jump to a section Overview Before You Begin Why It Matters Step 1: Access Rehab Level Settings Step 2: Understand Default Rehab Levels Step 3: Modify Rehab Levels Step 4: Review Scope Summary and Save Best Practices Learn More Overview Rehab levels in 8020CRM help you define consistent project scopes across renovation types - from light cleanups to full remodels. Customizing these levels allows you to streamline task management, budgeting, and team alignment across multiple p