FAQ

General

How long does setup usually take?

Most teams can complete first-pass setup in under one day, then refine workflows during week one.

Do reps get earnings visibility?

Yes. Reps can track what they need, while payout logic remains centrally controlled by leadership.

Can we start small and expand later?

Yes. Start with core pipeline and commission workflows, then expand integrations in phases.

What should we integrate first?

Start with your daily-critical tools: proposal/design, notifications, and payout visibility systems.

How do we avoid sync conflicts?

Assign one source of truth per field and use stable IDs across systems.

How should we assign roles?

Keep reps scoped to their workflows, managers scoped to team oversight, and reserve admin for system owners.

What happens when someone leaves?

Disable access immediately and review ownership of automation or integration credentials tied to that user.

Can we use Sozo docs with AI tools?

Yes. Use the hosted MCP endpoint at https://docs.thesozocrm.com/mcp. See Hosted MCP for setup steps.

How do we authenticate API requests?

Use an authenticated user token (Firebase ID token) in the Authorization: Bearer <token> header.

What should we do about duplicate webhook events?

Treat webhooks as at-least-once delivery. Build idempotent handlers keyed on stable event or record IDs.

Where should technical users start?

Start with API Reference, then move to Integrations for rollout patterns.