Uplevel training and how-to guides

Step-by-step guides for setting up and using Uplevel. Each one ends with what to type to have Jan, the assistant in Uplevel, do it for you.

Your first week

8 guides

Set up your workspace, bring in your contacts and email, get your number working and meet Jan, in the order that saves the most time.

Get started with Uplevel
Your first hour in Uplevel: where the Getting started checklist lives, which steps to do first, which need outside approval, and how to skip the rest.
Import your contacts
Bring your contacts into Uplevel from a CSV file or straight from Follow Up Boss, check how each column maps before anything is saved, and undo an import.
Set up your brand from your website
Have Uplevel draft your logo, colors, fonts, contact details and writing voice from your website or a brand guide, review each value, then save it.
Connect Gmail to Uplevel
Connect your Gmail account so email with your contacts shows up in the Uplevel Inbox and sends from your own address, and choose who can read it.
Get a phone number or port yours in
Buy a new business number in Uplevel by area code or city, or move the number your clients already know, and choose whether it takes calls, texts or both.
Set up call routing for your number
Decide who rings when someone calls your Uplevel number, in what order and for how long, when the line is open, and what callers hear when nobody answers.
Connect your MLS when you’re ready
Verify your MLS membership, sign the data license with your broker and connect your market so listings sync into Uplevel, or request a new market.
Meet Jan: ten things to ask on day one
Open Jan, see how it asks before it changes anything, and try ten requests that work on day one, from who to follow up with to building an automation.

In the same order as the Product menu. Each guide says who it’s for and when it was last checked against Uplevel.

Get started with Uplevel
Your first hour in Uplevel: where the Getting started checklist lives, which steps to do first, which need outside approval, and how to skip the rest.

Import your contacts
Bring your contacts into Uplevel from a CSV file or straight from Follow Up Boss, check how each column maps before anything is saved, and undo an import.
Organize contacts: smart lists, households, occasions and lead score
Build smart lists that keep themselves current, group families into households, name who handles each contact, track occasions, and read the lead score.

Connect Gmail to Uplevel
Connect your Gmail account so email with your contacts shows up in the Uplevel Inbox and sends from your own address, and choose who can read it.
Work the inbox and claim leads in a Team Inbox
Answer email, texts and missed calls from one list, clear what is waiting on you, and assign or claim conversations in a shared Team Inbox.

Get a phone number or port yours in
Buy a new business number in Uplevel by area code or city, or move the number your clients already know, and choose whether it takes calls, texts or both.
Set up call routing for your number
Decide who rings when someone calls your Uplevel number, in what order and for how long, when the line is open, and what callers hear when nobody answers.
Make calls, work a call list and use call summaries
Call contacts from your browser on your business number, dial through a call list, log each outcome, and turn the call summary into tasks and appointments.
Text clients: one-to-one texts, quiet hours and STOP
Text a contact from your business number, reuse templates, and know when texts wait for quiet hours to end and what happens when someone replies STOP.

Use your calendar, booking page and tasks
Sync Google Calendar, see appointments, deal dates and occasions in one calendar, share a booking link clients can book from, and keep your tasks on time.

Connect your MLS when you’re ready
Verify your MLS membership, sign the data license with your broker and connect your market so listings sync into Uplevel, or request a new market.

Meet Jan: ten things to ask on day one
Open Jan, see how it asks before it changes anything, and try ten requests that work on day one, from who to follow up with to building an automation.

Set up your brand from your website
Have Uplevel draft your logo, colors, fonts, contact details and writing voice from your website or a brand guide, review each value, then save it.

Connect AI clients (MCP)
Use Uplevel from Claude, Codex and other MCP clients.
REST API reference
Every REST endpoint and webhook event, with request and response examples.
Writing a Setup Pack
The file format for configuring a workspace from one file.

These areas don’t have a guide yet. Each one links to the page that explains what it does.

Ask Jan in your dashboard, or write to support. A person replies within one business day.

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