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 Dashboard & API Requests Products & Services Payment Methods & History Setup → Features & Settings Best Practices Learn More Overview My GetReal Account is your control center for managing 8020CRM’s advanced features - including credit usage, rehab project settings, AI automation, RAIN Deal Drops, and billing. This guide walks through each section available in your account and how to use them to support your business