Congratulations on choosing our multi-tenant call center platform! This guide walks you through your first 7 days, from installation to your first live call.
Day 1: Server Installation
Your journey begins with installation. Our team will:
Install the platform on your Linux server (VPS or dedicated)Apply security patches and harden the serverConfigure SSL certificates for secure connectionsSet up firewall rules and access controlsRun initial system diagnosticsWhat you need to provide: SSH access to your server, preferred admin email, and your domain name (if applicable).
Day 2: SIP Trunk Configuration
With the platform installed, it is time to connect your telephony:
Connect your SIP trunk provider (Twilio, Vonage, Telnyx, etc.)Configure DID (Direct Inward Dialing) numbersSet up caller ID for outbound callsTest inbound and outbound call routingVerify audio quality and codec settingsTip: If you do not have a SIP trunk provider yet, our team can recommend options based on your geographic location and call volume expectations.
Day 3: Tenant Setup
Now create your first tenant workspace:
Log in as Master AdminNavigate to Tenant ManagementCreate your first tenant with company detailsAssign a subscription tier (Basic, Professional, or Enterprise)Create the Tenant Admin accountFor single-tenant users: You can skip the multi-tenant setup and proceed directly to campaign configuration.
Day 4: Agent Configuration
Set up your team:
Create agent accounts within the tenantAssign skills and competencies to each agentConfigure break codes (lunch, meeting, training, etc.)Set up agent availability schedulesTest WebRTC softphone in the browserImportant: Agents only need a modern browser (Chrome, Firefox, or Edge) and a headset. No software installation required.
Day 5: Campaign Setup
Configure your first campaigns:
Inbound: Create queues with skill-based routing, set ring strategies (round-robin, longest idle, etc.), and configure hold music and announcementsOutbound: Upload contact lists, choose dialing mode (predictive, progressive, or preview), set call pacing, and configure disposition codesIVR: Design your call flow with welcome greetings, menu options, and routing rulesDay 6: Testing & Training
Before going live:
Make test calls (both inbound and outbound)Verify IVR menus work correctlyTest call recording and playbackTrain agents on the softphone interfaceReview real-time dashboard metricsTest reporting and export functionsDay 7: Go Live!
Launch day checklist:
Confirm all SIP trunk connections are stableVerify all agents can log in and receive callsEnable call recording (if required)Set up real-time monitoring dashboardsBrief your team on escalation proceduresGo live with your first campaign!After Your First Week
With the basics in place, you can now:
Optimize: Fine-tune IVR menus based on caller behaviorExpand: Add more agents, campaigns, and tenantsAnalyze: Use reports to identify performance improvementsScale: Grow your operations with confidenceRemember: our 7-day post-installation support covers all of these steps. Do not hesitate to reach out if you need help at any stage.