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

# Plan your rollout

> Pick the goal, the channels, and the order to roll out OpenCX — by the outcome you care about and the role you play on the team.

Quickstart got one agent live. This page helps you decide what to do next — based on the outcome you want and the role you play on the team. If you're rolling out across more than one channel, work through the goals first, then the role-specific reading list.

## Pick a goal

<CardGroup cols={2}>
  <Card title="Reduce ticket volume in your existing helpdesk" icon="chart-line-down" href="/dashboard/introduction">
    Connect Zendesk, Front, Intercom, or HubSpot. The AI handles routine tickets; your team gets the rest with full context.
  </Card>

  <Card title="Answer 24/7 across messaging channels" icon="comments" href="/build-agents/get-started">
    Chat widget, WhatsApp, and SMS — same AI, every channel.
  </Card>

  <Card title="Stand up a voice agent for inbound calls" icon="phone" href="/phone/introduction">
    An AI phone agent that answers, looks things up, and transfers to a person when needed.
  </Card>

  <Card title="Automate API work the team handles by hand today" icon="bolt" href="/actions/introduction">
    Teach the AI to look up orders, update fields, and call your APIs — so customers stop waiting on a human.
  </Card>
</CardGroup>

## Pick the order

<Steps>
  <Step title="Train the AI on what it should know">
    Upload your help center, sync from Zendesk, Notion, or Confluence, or crawl your site. The AI's answers are only as good as the content it reads from. See [Agent Training](/knowledge/introduction).
  </Step>

  <Step title="Pilot one channel end-to-end">
    Pick the channel with the most predictable questions — often the chat widget or email. Get [Autopilot](https://platform.open.cx/settings/autopilot) answering, prove the resolve rate, then expand. See [Build Agents](/build-agents/get-started).
  </Step>

  <Step title="Wire up handoff to your helpdesk">
    Tickets the AI can't handle should land where your team already works. See [Integrations](/dashboard/introduction).
  </Step>

  <Step title="Add Actions for the API work">
    Order lookups, refunds, address updates — replace the boring back-and-forth. See [AI Actions](/actions/introduction).
  </Step>
</Steps>

## Pick by role

<CardGroup cols={3}>
  <Card title="CX operations admin" icon="headset" href="/how-opencx-works">
    Read 'How OpenCX Works' and 'Architecture overview', then pilot one channel.
  </Card>

  <Card title="Evaluator or decision maker" icon="magnifying-glass" href="/architecture-overview">
    Start with 'Architecture overview' for the data-flow and control story. Bookmark 'Core concepts' for shared vocabulary.
  </Card>

  <Card title="Developer" icon="code" href="/api-reference/authentication">
    Skip to API authentication, then MCP and Actions. The dashboard isn't required for backend automation.
  </Card>
</CardGroup>

***

## Related Documentation

<CardGroup cols={2}>
  <Card title="Quickstart" icon="rocket" href="/quickstart">
    If you skipped this, do it first.
  </Card>

  <Card title="How OpenCX Works" icon="diagram-project" href="/how-opencx-works">
    The five pieces every agent shares.
  </Card>

  <Card title="Architecture overview" icon="sitemap" href="/architecture-overview">
    Where data lives and what your team controls.
  </Card>

  <Card title="Core concepts" icon="book" href="/core-concepts">
    Vocabulary in one place.
  </Card>
</CardGroup>