# Using the Bigly app

> What the Bigly Sales web app does, how it's laid out, and the four steps from a spreadsheet of leads to your first AI calls.

- Section: Using the app (manual) › Get started
- Web page: https://docs.biglysales.com/manual
- MCP (AI assistant) equivalent: [Using Bigly with your AI assistant](https://docs.biglysales.com/mcp.md)
- Video: placeholder — "A tour of the Bigly app" (not yet recorded)

Bigly Sales is a CRM with an AI calling agent built in. You bring your leads, and Bigly calls, texts and emails them for you. The AI agent talks to the people who answer, qualifies them, books appointments and transfers hot leads to your team. Everything it does is logged against the contact, so you can see each call, recording and message in one place.

These guides walk you through every screen in the web app. If you'd rather make changes by describing them to Claude, ChatGPT or another AI assistant, see [Using Bigly with your AI assistant](https://docs.biglysales.com/mcp.md).

## Before you start

- You need a Bigly account and a login. If you've been invited by a teammate, follow [Logging in](https://docs.biglysales.com/manual/logging-in.md).
- Have your leads ready in a spreadsheet (CSV, XLS or XLSX). Each row needs an email address, or a phone number together with a first and last name.

## Where to start

Most teams get from sign-up to live calls in four steps. Do them in this order.

1. **Import your contacts.** Upload your spreadsheet, name the list and match its columns to Bigly's fields. See [Importing contacts](https://docs.biglysales.com/manual/importing-contacts.md).
2. **Set up your AI agent.** Tell the agent who you are and what you're offering, write the opening line it says when someone answers, and set your calling hours. Start with the [AI agent overview](https://docs.biglysales.com/manual/ai-overview.md), then [Prompt variables](https://docs.biglysales.com/manual/prompt-variables.md), [Intros](https://docs.biglysales.com/manual/intros.md) and [AI settings](https://docs.biglysales.com/manual/ai-settings.md). Place a [test call](https://docs.biglysales.com/manual/test-calls.md) to hear it before you go live.
3. **Buy phone numbers.** Your calls and texts go out from numbers you own in Bigly. See [Phone numbers](https://docs.biglysales.com/manual/phone-numbers.md). If you plan to send texts to US numbers, also complete [10DLC registration](https://docs.biglysales.com/manual/10dlc-registration.md).
4. **Launch your calls.** Pick a list and start a call campaign. See [Calls](https://docs.biglysales.com/manual/calls.md).

Bigly checks numbers against Do Not Call rules and state calling hours. Read the [Compliance overview](https://docs.biglysales.com/manual/compliance-overview.md) so you know what's blocked automatically and what's up to you.

## How the app is organized

The top navigation holds every main area. [Navigating the app](https://docs.biglysales.com/manual/navigating-the-app.md) explains each menu in detail.

| Area | What you do there |
|---|---|
| [Contacts](https://docs.biglysales.com/manual/contacts.md), [Lists](https://docs.biglysales.com/manual/lists.md), [Tags](https://docs.biglysales.com/manual/tags.md) | Find, organize and edit the people you call and message |
| [Calls](https://docs.biglysales.com/manual/calls.md) | Run call campaigns and see leads that arrive through the API |
| [Inbox](https://docs.biglysales.com/manual/inbox.md) | Read and reply to every text and email conversation |
| [SMS](https://docs.biglysales.com/manual/sms-campaigns.md) | Send text campaigns and register for 10DLC |
| [AI](https://docs.biglysales.com/manual/ai-overview.md) | Set up and tune your AI calling and texting agent |
| [Statistics](https://docs.biglysales.com/manual/call-statistics.md) | See how your calls, texts and leads are performing |
| [Calendars](https://docs.biglysales.com/manual/calendar.md) | Manage booked appointments and your availability |
| [Scheduled Blasts](https://docs.biglysales.com/manual/scheduled-blasts.md) | Plan calls, texts and voicemails for later |

Account settings, such as your profile, team, billing and API keys, are in the user menu at the top right. See [Your profile and tenant details](https://docs.biglysales.com/manual/profile.md), [Team members](https://docs.biglysales.com/manual/team-members.md), [Billing](https://docs.biglysales.com/manual/billing.md) and [API keys](https://docs.biglysales.com/manual/api-keys.md).

## Common questions

**What is a "tenant"?** It's your company's account in Bigly. Each tenant has its own web address, contacts, numbers and settings. One login can belong to several tenants, and you switch between them from the user menu.

**Can I connect my CRM?** Yes. See [Integrations](https://docs.biglysales.com/manual/integrations.md) for HubSpot, GoHighLevel, Zapier and others.

## Related

- [Navigating the app](https://docs.biglysales.com/manual/navigating-the-app.md)
- [Importing contacts](https://docs.biglysales.com/manual/importing-contacts.md)
- [AI agent overview](https://docs.biglysales.com/manual/ai-overview.md)
- [Using Bigly with your AI assistant](https://docs.biglysales.com/mcp.md)

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All documentation pages: https://docs.biglysales.com/llms.txt