Skip to main content

​
Set Up Your Organization

1

Create Your Account

Sign up at your Quinn instance:
POST /api/auth/register

{
  "email": "[email protected]",
  "password": "your-secure-password",
  "organizationName": "Your Company Name",
  "firstName": "John",
  "lastName": "Doe"
}
The first user in an organization is automatically assigned the admin role.
2

Configure Organization Settings

Set up your business information:
PUT /api/settings/organization

{
  "name": "ABC Equipment Rentals",
  "phone": "+1234567890",
  "email": "[email protected]",
  "website": "https://abcrentals.com",
  "address1": "123 Main St",
  "city": "Denver",
  "state": "CO",
  "zipCode": "80202",
  "businessHoursStart": "08:00",
  "businessHoursEnd": "17:00",
  "timezone": "America/Denver"
}
3

Import Your First Customers

Upload a CSV file with customer data:
  1. Navigate to Customers page
  2. Click Import CSV
  3. Select your file
  4. Map columns to Quinn fields
  5. Click Import
Customer Name,Email,Phone,Address,City,State,Zip
ABC Construction,[email protected],555-0100,123 Oak St,Denver,CO,80202
XYZ Contractors,[email protected],555-0200,456 Elm St,Boulder,CO,80301
4

Set Up Your First Integration

Connect your phone system (Twilio or Aircall):
  1. Go to Settings → Integrations → Twilio
  2. Enter your Twilio credentials:
    • Account SID
    • Auth Token
    • Phone Number
  3. Click Test Connection
  4. Click Save
Quinn will automatically:
  • Configure webhooks for incoming calls/SMS
  • Set up call recording
  • Enable voice agent for after-hours calls
5

Invite Your Team

Add team members to your organization:
POST /api/organization/invite

{
  "email": "[email protected]",
  "role": "user",
  "firstName": "Jane",
  "lastName": "Smith"
}
Available roles:
  • user: Standard access to CRM features
  • admin: Full access including organization settings
  • super_admin: Platform-level access (Quinn team only)

​
Next Steps

Now that you’re set up, explore Quinn’s features:

Create Your Sales Pipeline

Set up custom stages and start tracking opportunities

Enable AI Voice Agent

Configure Vapi for 24/7 automated receptionist

Sync Your Email

Connect Gmail or Outlook for automatic email tracking

Import Inventory

Upload your equipment catalog and pricing

​
Common Tasks

​
Making an API Call

All API requests require authentication. After logging in, you’ll receive a session cookie: 
// Login
const response = await fetch('https://your-instance.replit.app/api/auth/login', {
  method: 'POST',
  headers: { 'Content-Type': 'application/json' },
  credentials: 'include', // Important: includes cookies
  body: JSON.stringify({
    email: '[email protected]',
    password: 'your-password'
  })
});

// Use the session cookie for subsequent requests
const customers = await fetch('https://your-instance.replit.app/api/customers', {
  credentials: 'include' // Automatically includes sessionId cookie
});

​
Creating a Lead

const lead = await fetch('https://your-instance.replit.app/api/leads', {
  method: 'POST',
  headers: { 'Content-Type': 'application/json' },
  credentials: 'include',
  body: JSON.stringify({
    leadName: 'John Contractor',
    email: '[email protected]',
    phone: '+15551234567',
    companyName: 'JC Construction',
    status: 'new'
  })
});

​
Converting a Lead to Customer

const result = await fetch(`https://your-instance.replit.app/api/leads/${leadId}/convert`, {
  method: 'POST',
  credentials: 'include'
});

// Returns the newly created customer object
const customer = await result.json();

​
Tips & Best Practices

Quinn sends webhooks for important events:
  • New lead created
  • Opportunity stage changed
  • Missed call detected
  • AI task generated
Configure webhook URLs in Settings → Webhooks
Start with basic features, then enable AI:
  1. Week 1: Import data, familiarize with UI
  2. Week 2: Enable call tracking and recording
  3. Week 3: Turn on AI task extraction
  4. Week 4: Enable voice agent and advanced AI
This helps your team adjust to automation.
Instead of manually entering data:
  • Use CSV import for customers/leads
  • Connect Snowflake for nightly syncs
  • Use Browse AI to discover job sites
  • Import XLSX files from other systems
Add custom fields in Settings → Custom Fields:
  • Customer Type (residential, commercial, industrial)
  • Equipment Preferences (excavators, lifts, etc.)
  • Project Size (small, medium, large)
  • Payment Terms (net 30, COD, etc.)

​
Troubleshooting

Solution: Check that you’re accessing the correct instance URL. Session cookies are domain-specific.
Solution: Ensure your CSV:
  • Has headers in the first row
  • Uses UTF-8 encoding
  • Has valid email addresses (if email column exists)
  • Phone numbers are in E.164 format (+1234567890)
Solution:
  1. Verify webhook URL is configured in Twilio console
  2. Check that Quinn instance is publicly accessible
  3. Review webhook logs in Quinn admin panel
Solution:
  1. Re-authorize Gmail/Outlook connection
  2. Check that watch/subscription is active
  3. Verify webhook endpoint is reachable
  4. Contact support if issue persists

​
Getting Help

Need assistance? We’re here to help:
Ready to dive deeper? Check out our Feature Guides or explore the API Reference.