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Customer Onboarding

Welcome aboard. Let’s get you set up.

The onboarding wizard walks you through your account setup — users, phone numbers, devices, and call flows — at your own pace. Your progress is saved as you go.

Guided step by step
Progress saved automatically
White-glove help available
1
Add your team

Create users, assign extensions, and set permissions so everyone has what they need on day one.

2
Set up numbers & devices

Port existing numbers or pick new ones, then connect desk phones, mobile apps, and headsets.

3
Configure call flows

Build business hours, greetings, ring groups, and voicemail so calls land in the right place.

Ready when you are

Launch the guided setup wizard in your secure PrimeCall portal. Your progress saves as you go, so you can pick up right where you left off.

Start onboarding
Need a hand? Call (844) 597-7463 or visit the Knowledge Base for setup guides.
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