Lace Setup Guide

Last updated: August 14, 2025

We’re excited to have you on board!

Getting started with Lace AI is quick and straightforward - the faster we get you set up, the faster you can start reviewing data, spotting opportunities, and seeing results.

Step 1: Kickoff – Let’s Get Rolling

Your team provides:

  • API documentation (no worries if you’re not sure — we can connect directly with your tech team to help you)

  • Agent list (names, roles, and responsibilities)

  • Training materials your agents use today

Lace will:

  • Introduce your dedicated onboarding and success team

  • Align on your goals and launch timeline

  • Answer your burning questions

💡 Tip: Submit your onboarding items via this survey prior to kickoff to speed things up.

Step 2: Integration Build – Connecting the Dots

Lace will:

  • Build your system integration using your API

  • Run a deep analysis of your calls

  • Manually review a sample for quality assurance

  • Use these insights to optimize your initial model

  • Configure workflows to match your call types

  • Keep everything secure and compliant

📅 Most integrations are ready in just a few days.

Step 3: Launch – You’re Live!

Lace will:

  • Go live alongside your team

  • Monitor real-time performance

  • Make quick adjustments if needed

🎯 You’ll start seeing your data in Lace right away.

Step 4: Fine Tuning – Getting Even Better

Together, we will:

  • Review results and feedback regularly

  • Adjust your model for maximum accuracy

  • Share tips and updates to keep you ahead

Why Start Now?

The sooner we connect, the sooner you can:

  • Spot missed opportunities

  • Streamline agent workflows

  • Make data-backed decisions with confidence