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Setup & Configuration

Complete setup guide to get your Neptie account configured and ready for outreach campaigns.

Quick Start Options

Choose the setup path that works best for you

Complete Setup Process

Step-by-step guide to configure all platform features

Account Creation

5 minutes

Create your Neptie account and complete initial setup

  1. 1Sign up with your business email
  2. 2Verify your email address
  3. 3Complete your profile information
  4. 4Choose your subscription plan
  5. 5Set up your organization details

Email Configuration

10 minutes

Configure your business email for sending campaigns

  1. 1Connect your Gmail or Outlook account
  2. 2Configure OAuth authentication
  3. 3Set up email signatures
  4. 4Configure sending limits
  5. 5Test email delivery

AI Calling Setup

15 minutes

Configure AI voice calling capabilities with VAPI

  1. 1Create VAPI account
  2. 2Configure voice assistant
  3. 3Set up call scripts
  4. 4Test call functionality
  5. 5Configure call scheduling

Calendar Integration

8 minutes

Connect your calendar for meeting scheduling

  1. 1Connect Google Calendar or Outlook
  2. 2Configure availability settings
  3. 3Set up meeting templates
  4. 4Test calendar integration
  5. 5Configure timezone settings

Troubleshooting

Common setup issues and their solutions

Email Connection Issues

Common problems with email setup and solutions

  • OAuth authentication errors
  • SMTP configuration problems
  • Email sending limits
  • Domain verification issues

VAPI Setup Problems

Troubleshooting AI calling configuration

  • VAPI account creation
  • Voice assistant configuration
  • Call script setup
  • Phone number provisioning

Calendar Integration

Fixing calendar connection issues

  • OAuth permission errors
  • Calendar access problems
  • Timezone configuration
  • Meeting template setup

Ready to Get Started?

Follow our setup guide to configure your account and start your first outreach campaign in minutes.

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