Sign up & first login

Open /signup and create an account with your work email. The first user in an agency becomes the agency admin.

Verify the email and sign in at /login. You land on the Dashboard.

Click Onboarding in the top nav. The wizard walks you through:

Picking your AI provider (Anthropic Claude or AWS Bedrock — see Models).
Connecting GoHighLevel (location ID + PIT — see GHL integration).
Uploading your first vault files (HealthSherpa export, commission report).
Setting your brand voice — a short paragraph the AI uses for every outbound message.

Using GoHighLevel? Import the Ambrose AI Context Snapshot — a one-click GHL snapshot that keeps the AI's context updated from calls, messages, replies and CRM changes, and ships ready-to-run ACA follow-up sequences. Optional, but recommended if your book lives in GHL.

Open the War Room and ask "What can you do?" — the exec team will give you a tailored intro based on what you connected.

Tip. The floating chat widget (bottom-right of every page) is the same exec team in a smaller form. Use it for quick questions without leaving the page you are on.