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