Welcome and first steps
The first screen after you create a workspace: choose how you want to start and where to go next.
Where to find it
Welcome and first steps
Open this screen
Steps
- After signing up you land on Welcome.
- Pick a starting point (set up phone answering, explore the console).
- You can come back later from Help & support.
Related how-tos
- Setup wizard Set up phone answering in seven steps, one at a time: a phone line and its business hours, your agent's voice, your AI prompt, the knowledge base your agent answers from, who to put through and the rules for calls, a test, then switching your AI agent on.
- Home See your desk at a glance when you sign in: today’s calls, the queue, alerts and what is waiting for you.