Welcome to Trevy
Trevy helps you turn your Follow Up Boss data into perfectly-timed, deeply personal conversations that convert. This guide will help you get started.
What you'll learn
- How to connect your Follow Up Boss account
- Setting up your first prompt
- Creating your first journey
- Best practices for success
Quick Start Steps
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Connect Follow Up Boss First, connect your Follow Up Boss account to give Trevy access to your data.
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Create Your First Prompt Start with a simple prompt to personalize your communication.
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Build Your First Journey Create an automated workflow that responds to lead actions.
Need Help?
If you have any questions, our support team is here to help. Contact us at support@trevy.io.