> ## Documentation Index
> Fetch the complete documentation index at: https://docs.routera.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Get Started with Routera

> Set up your workspace, routing, and voice—aligned with the in-app Get Started checklist

Routera helps teams route CRM records, keep ownership aligned, and run voice agents on live data. Workspace administrators can use the **Get Started** checklist in the app to work through setup in order.

The steps below follow the same three sections as that checklist—**Workspace basics**, **Records and routing**, and **Voice agents and phone numbers**.

## Workspace basics

Set up your team, customize how records are stored, and connect your CRM before you route work.

<AccordionGroup>
  <Accordion title="Invite users and manage availability" icon="users">
    Invite colleagues in **Settings → Users**, then set working hours, time zones, and out-of-office so routing and assignments respect when people are available.

    * [Invite users](/kb/inviting-users)
    * [User availability](/kb/user-availability)
  </Accordion>

  <Accordion title="Create data fields" icon="table-columns">
    Customize properties on your objects so teams capture the right data for routing, reporting, and integrations. Open **Settings → Fields** to add or edit fields beyond the defaults.
  </Accordion>

  <Accordion title="Integrate your CRM" icon="hubspot">
    Connect HubSpot so Routera can sync records, align ownership, and use live CRM data in routing and voice flows. Open **Settings → Integrations** and connect HubSpot.

    [Integrate HubSpot](/kb/integrate-hubspot)
  </Accordion>
</AccordionGroup>

## Records and routing

Create a router, publish it when configuration is ready, and let matching records receive owners automatically.

<AccordionGroup>
  <Accordion title="Create a router" icon="route">
    Routers define how records move through your team. Create one from **Routers** to connect routing rules to your records.

    [Creating routers](/kb/creating-routers)
  </Accordion>

  <Accordion title="Publish your router" icon="rocket">
    When a router is configured, open it and use **Publish** to go live. Published routers can distribute matching records and update ownership.
  </Accordion>

  <Accordion title="Automatically assign records" icon="user-check">
    After a router is published, new and matching records can receive owners automatically so nothing sits unassigned. Open **Records → Contacts** (or your record types) to confirm assignments are flowing.
  </Accordion>
</AccordionGroup>

## Voice agents and phone numbers

When you are ready for the phone channel, stand up voice agents, attach numbers, test flows, and review calls.

<AccordionGroup>
  <Accordion title="Create a voice agent" icon="microphone">
    Voice agents place and receive calls using your scripts, data, and handoff rules.

    [Create a voice agent](/kb/create-voice-agent)
  </Accordion>

  <Accordion title="Add a phone number" icon="phone">
    Provision numbers for inbound and outbound calling in **Phone numbers**. Numbers attach to agents and your workspace so callers reach the right experience.
  </Accordion>

  <Accordion title="Test your voice agent" icon="play">
    Run test calls from the voice agent builder to validate prompts, transfers, and data lookups before going live with customers.
  </Accordion>

  <Accordion title="Review call history" icon="history">
    Use **Call activity** to QA conversations, confirm transfers, and coach the team with real examples from production traffic.
  </Accordion>
</AccordionGroup>

## Go deeper

Use these guides when you want to refine setup beyond the checklist.

<CardGroup cols={2}>
  <Card title="Routers" icon="route" href="/kb/creating-routers">
    Distribution models and how records get assigned
  </Card>

  <Card title="User availability" icon="calendar-clock" href="/kb/user-availability">
    Working hours, time zones, and out-of-office
  </Card>

  <Card title="Voice agents" icon="microphone" href="/kb/create-voice-agent">
    Prompts, testing, and going live on the phone channel
  </Card>

  <Card title="Invite users" icon="users" href="/kb/inviting-users">
    Add colleagues and manage workspace access
  </Card>

  <Card title="Integrate HubSpot" icon="hubspot" href="/kb/integrate-hubspot">
    Sync records and keep ownership aligned
  </Card>

  <Card title="Calendar integrations" icon="calendar" href="/kb/integrating-cals">
    Google or Outlook calendars for scheduling
  </Card>
</CardGroup>