You’re in — get your desk
Follow these 5 steps (~15 minutes) to wire your Crew Desk inside your own accounts. Remember: never type passwords or card numbers in chat—every tool connects via OAuth cards.
Get Grok Bot on Premium+ (if needed)
Your desk runs in your own Grok Bot account so you own every key and OAuth connection. Make sure your account is on Premium ($30/mo) or higher (existing Cursor Pro / SuperGrok / X Premium+ plans already include Grok Bot).
Check plan at cursor.com/pricing →Import the Crew Desk template
Open the Crew Desk template in your Grok Bot workspace. Its built-in getting-started intake asks 9 short questions one at a time (hours, booking rules, invoice chase tone, VIPs/do-not-contact) and writes your 1-page playbook.
Connect Email, Calendar & Billing via OAuth
Inside your new Crew Desk bot chat, tap the official connect cards for:
- Email: Gmail or Outlook (drafts & approved replies stay in your mailbox)
- Calendar: Google Calendar or Outlook Calendar (reads free/busy, places private tentative holds)
- Billing (read + approved reminders): Stripe, QuickBooks Online, or Xero
Set up Phone (optional) — stay message-first until 10DLC clears
Default phone path: Quo + Sona (or Allo if you need chat-configured receptionist + day-one setup). Configure Sona to answer, qualify, and take a message only—turn off vendor auto-booking, and enable only the single after-hours “got your message” text if you want it.
Important: US carrier A2P 10DLC registration takes 1–7+ business days before outbound SMS works. Run your desk message-first / email-first on Day 1 (carrier voicemail-to-email works immediately) until 10DLC is approved.
Review Dry Run → First Pack Weekday 7:45 AM CT
Your desk builds a read-only 7-day DRY RUN pack first so you can verify contact matching and invoice totals with zero risk. Once you accept the routine card, your live approval pack arrives every weekday at 7:45 AM CT (or your local timezone set during intake).
Reply approve 1,3 · edit 2: ... · skip 4 · or pause desk anytime.
approve in your desk chat.
Need a hand or stuck >48 hours?
Our Ops Lead monitor watches onboarding health automatically. If anything snags or your desk isn’t live within 48 hours, reply directly in your desk chat (or reply to your Stripe receipt email) — Ops Lead watches stuck setups and flags QA backup immediately.