Welcome to CallingCrew!
Welcome aboard! This guide will help you get oriented and take your first steps with CallingCrew in minutes. Let's get you set up quickly.
Your First 5-Minute Checklist:
1. Get Familiar with Your Dashboard (1 minute)
When you first log in, you'll see your main dashboard. This is your command center where you'll manage everything. The main areas are:
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Workspaces: Where your team and settings live.
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Agents: Where you'll build and manage your AI callers.
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Call Logs: Where you'll see results and recordings.
2. Set Up Your Workspace (2 minutes)
Your workspace is where your team collaborates.
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Action: Go to Workspaces and create your first workspace.
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Name it something clear like "Sales Team" or "Main Campaign."
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This is where you'll later add team members and set permissions.
3. Create Your First AI Agent (2 minutes)
An "Agent" is your AI caller that will make phone calls for you.
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Action: Click the "Create Agent" button.
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Give it a name (e.g., "Sales Representative").
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Choose a default voice - you can always change this later.
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Don't worry about the script yet - we'll tackle that in the next step.
What's Next?
Now that you're oriented, here are your logical next steps:
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Set Up Your Team Workspace - Add members and configure settings.
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Write Your First Call Script - Learn how to talk to your AI agent.
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Make Your First Test Call - Hear your agent in action.
Need Help?
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Use the search bar at the top of this page to find anything.
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Or, contact our support team directly if you get stuck.
Welcome to the future of calling!
