> ## Documentation Index
> Fetch the complete documentation index at: https://docs.firsttouch.com/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> For API operations, fetch https://gateway.firsttouch.ai/api/public/openapi.json for the complete input/output schemas, internal references, and x-mcp-annotations. Endpoint Markdown intentionally omits generated schema fragments. Select /api/public/tools/<tool_name> using the exact underscore-separated name. Send requests to https://gateway.firsttouch.ai; the canonical document currently omits servers. Start at https://docs.firsttouch.com/api-reference/agent-start.md.

# Setup

> What to prepare before you launch your first Flow Plan.

Use this page as a quick reference before you start the onboarding checklist.

## What You Need

* A First Touch account with access to the web app
* A connected **HubSpot** account if you plan to use HubSpot field mapping, HubSpot list sync, or HubSpot workflow enrollment
* A connected social account in the Active Team for each user with a **Sender (paid)** Team Membership who will run social actions
* A connected email account for each sender who will send email steps

## Where Setup Happens

* **User Accounts**: Connect your own social and email accounts
* **Team Settings > Integrations**: Connect and configure HubSpot
* **Team Settings > Team management**: Invite teammates and manage access
* **Flows**: Build and launch your first outreach Flow Plan

## Notes

* Team Admins and invited Team members do not see the same onboarding checklist.
* Some features, such as **Signals**, may only be available on enabled accounts.