# careCycle Guides (/docs/guides)



careCycle is the agency operating system for Medicare and ACA insurance
agencies, built first for call centers and telephonic operations.
These guides are organized by what you're trying to do, so pick your starting
point below.

New to careCycle? [#new-to-carecycle]

Follow this path and you'll go from a blank account to a live campaign:

<Journey>
  <JourneyStep title="How careCycle Fits Together" href="/docs/guides/concepts/how-carecycle-fits-together">
    The one page to read first: how campaigns, Pulse, automations, and your team
    work together across the life of a member.
  </JourneyStep>

  <JourneyStep title="Set Up Your Agency" href="/docs/guides/getting-set-up">
    The step-by-step setup checklist, from meeting your Receptionist to your
    first live campaign.
  </JourneyStep>

  <JourneyStep title="Browse the Template Library" href="/docs/guides/template-library">
    Ready-made campaigns for Medicare and ACA. See exactly what each one says
    and does, and pick the ones you want.
  </JourneyStep>

  <JourneyStep title="Launch Your First Campaign" href="/docs/guides/template-library/create-a-campaign-from-a-template">
    Create a campaign from a template (Welcome Calls is a great first one),
    set it up, test it, and turn it on.
  </JourneyStep>
</Journey>

Popular right now [#popular-right-now]

<Cards>
  <Card title="AEP Renewals 2027" href="/docs/guides/aep-2027">
    Turn your Plan Crosswalk into warm transfers and booked appointments this
    AEP.
  </Card>

  <Card title="Template Library" href="/docs/guides/template-library">
    Every campaign template we offer, with what the AI says and every text,
    word for word.
  </Card>
</Cards>

For owners and managers [#for-owners-and-managers]

<Cards>
  <Card title="Answer Every Call" href="/docs/guides/answer-every-call/business-hours-and-holidays">
    Business hours, inquiries, callbacks, and automated appointment handling.
  </Card>

  <Card title="Keep the Members You Have" href="/docs/guides/template-library/retention-journey">
    The Retention Journey: which templates to run across a member's first year
    and beyond, plus saving members who are about to cancel.
  </Card>

  <Card title="Convert More Leads" href="/docs/guides/convert-more-leads/sales-campaigns">
    Sales campaigns and revenue campaigns.
  </Card>

  <Card title="Run Your Team" href="/docs/guides/run-your-team/agent-queue-campaigns">
    Agent Queue dialer campaigns, roles, and team operations.
  </Card>

  <Card title="Know Your Numbers" href="/docs/guides/know-your-numbers/dashboard">
    Your Home dashboard, Ask careCycle, the wallboard, exports, and
    troubleshooting outreach.
  </Card>

  <Card title="Sources" href="/docs/guides/sources">
    Track where calls and leads come from, and connect your call vendors with ping-post.
  </Card>

  <Card title="Stay Compliant" href="/docs/guides/stay-compliant/sms-and-rcs-registration">
    SMS registration, TCPA calling rules, and SOC 2 and HIPAA.
  </Card>

  <Card title="Campaign Toolkit" href="/docs/guides/campaign-toolkit">
    The building blocks every campaign uses: Assembly (what your AI says),
    escalations, routing groups, calendar settings, scripts, and
    Pulse.
  </Card>
</Cards>

For your agents [#for-your-agents]

<Cards>
  <Card title="For Agents" href="/docs/guides/agents">
    The new-hire track: inbox, softphone, working a call, wrap-up, and your
    dashboard. Hand this to every agent on day one.
  </Card>
</Cards>

For developers and vendors [#for-developers-and-vendors]

<Cards>
  <Card title="Developer Guides" href="/docs/guides/developers">
    API keys, integrations, and the ping-post vendor integration.
  </Card>

  <Card title="API Reference" href="/docs/api-reference">
    Sync customers, policies, sources, campaigns, inquiries, and more.
  </Card>
</Cards>