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.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.
Workspace basics
Set up your team, customize how records are stored, and connect your CRM before you route work.Invite users and manage availability
Invite users and manage availability
Invite colleagues in Settings → Users, then set working hours, time zones, and out-of-office so routing and assignments respect when people are available.
Create data fields
Create data fields
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.
Integrate your CRM
Integrate your CRM
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
Records and routing
Create a router, publish it when configuration is ready, and let matching records receive owners automatically.Create a router
Create a router
Routers define how records move through your team. Create one from Routers to connect routing rules to your records.Creating routers
Publish your router
Publish your router
When a router is configured, open it and use Publish to go live. Published routers can distribute matching records and update ownership.
Automatically assign records
Automatically assign records
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.
Voice agents and phone numbers
When you are ready for the phone channel, stand up voice agents, attach numbers, test flows, and review calls.Create a voice agent
Create a voice agent
Voice agents place and receive calls using your scripts, data, and handoff rules.Create a voice agent
Add a phone number
Add a phone number
Provision numbers for inbound and outbound calling in Phone numbers. Numbers attach to agents and your workspace so callers reach the right experience.
Test your voice agent
Test your voice agent
Run test calls from the voice agent builder to validate prompts, transfers, and data lookups before going live with customers.
Review call history
Review call history
Use Call activity to QA conversations, confirm transfers, and coach the team with real examples from production traffic.
Go deeper
Use these guides when you want to refine setup beyond the checklist.Routers
Distribution models and how records get assigned
User availability
Working hours, time zones, and out-of-office
Voice agents
Prompts, testing, and going live on the phone channel
Invite users
Add colleagues and manage workspace access
Integrate HubSpot
Sync records and keep ownership aligned
Calendar integrations
Google or Outlook calendars for scheduling