Tell us about your team.
Start with your active agent count, departments and the kinds of calls you handle.
Request setup so we can discuss the right workspace and pricing.
Create your workspace.
Your organization gets its own workspace and administrator access.
Software access is activated separately from telephone service.
Connect your telephone service.
Use your own Twilio account and phone numbers. Telecom usage is billed directly by your provider.
Configure the provider connection and the required calling callbacks.
Build your calling flow.
Assign agents and extensions. Configure departments, queues, menus, announcements and voicemail.
Check the paths callers should take, including unanswered calls.
Activate, test and review.
Enable recording and AI processing when ready, then test your calling workflows.
Review transcripts and summaries, and use your team’s judgment on suggested next steps.