Prepare the workspace
Identify the owner, managers and teammates who need access. Agree pipeline stages, lead sources and which roles can view, assign or export records. Arrange access with AuraCube before activation.
Review sample lead intake
Use synthetic records to review manual intake or CSV import, duplicate checks and lead stages. Keep source information consistent and record the next action against the lead.
Set assignment and follow-up expectations
Agree who reviews the unassigned queue, which decisions require approval and who handles overdue work. Review role permissions alongside the assignment settings.
Authorize supported connections
Your workspace owner authorizes customer-owned systems. Confirm supported connections and current availability with AuraCube; do not put credentials in a demo form. Live messaging is subject to connection and delivery permissions.
Use workspace help
Signed-in users can open Help in their workspace. For setup questions before access, use the support or contact page. This is a public preparation guide, not a full technical API reference.
Questions and answers
Is this the full technical API reference?
No. This is a public setup overview. Contact AuraCube for the supported integration scope and setup guidance for your workspace.
About this product
Aura Command is built and operated by AuraCube. Product documentation by Hamees Momin for AuraCube. Contact our team for workflow and implementation questions.