Mav.next Quickstart: Go Live With Your First Agent

A step-by-step guide to getting started in Mav.next — tour the workspace, configure your agent, connect a lead source, and send your first test conversation.

This guide walks you through your first day in Mav.next — from logging in to watching your first lead get worked.

Tour the workspace

After logging in, you’ll find these areas in the left navigation:

Agents

Your AI workers and their settings.

Contacts

Everyone Mav is working, with full conversation history.

Lead Sources

Where your leads come from and which agent works them.

Settings

Account, users, transfer hours, and lead filters.

Get your first lead flowing

1. Review your agent

   Open Agents and select the agent set up for your account (for example, Auto Insurance). Check its persona and instructions so it sounds like your brand.

2. Send a test conversation

   Use Send a test to text yourself — or trigger a test call — and experience the agent exactly as a lead would. Iterate on the persona until it feels right.

3. Connect a lead source

   Set up a marketing source so your vendor or web form can deliver leads straight to the agent, or import a CSV to load a batch yourself.

4. Set your availability

   Configure transfer hours so live calls are only attempted when your reps can actually take them.

5. Watch it work

   As leads arrive, open Contacts to follow each conversation in real time and review outcomes.

Need a hand getting set up? Reach the Mav team at [e-mail].