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Quick Start

Summary​

Use this quick start when you want to move from a new workspace into a real trial workflow without configuring everything at once.

Prerequisites​

  • You can sign in to CallCues.
  • Your workspace is available.
  • Your team has decided how it will handle any required recording or transcription notices and consent.

Steps​

1. Confirm your live-call process​

Before placing a live call, make sure your team understands how CallCues fits into your call flow and what notices or consent language may be required.

2. Review the starter coaches​

Open Coaches and inspect the starting guidance available in your workspace. Some workspaces include starter coaching themes so you can begin testing without building everything from scratch.

3. Read through the policies​

Within a coach, review the policies that determine when cue cards appear and what they say. Remove or tighten anything that feels noisy before your first real call.

4. Choose your default starting point​

Decide which coach, agenda, or knowledge base should be top of mind for the first calling session. Keep the setup focused on one clear use case.

5. Prepare your first call workflow​

For the smoothest first pass:

  • confirm where the call will start
  • verify your personal phone if your workflow will use Live Call
  • verify that the caller knows where live guidance appears
  • review any agenda or call flow your team plans to use
  • keep the first few calls narrow so you can adjust guidance quickly

6. Complete onboarding when you are ready​

If your workspace includes onboarding, treat it as a short checklist. Finish it once you have reviewed your starter content and understand your live-call process.

See Complete Onboarding if you want the exact checklist labels and completion states.

7. Iterate after the first calls​

After a few test or production calls:

  • review which cue cards were useful
  • identify any guidance that appeared too often or too late
  • refine coaches, policies, agendas, or knowledge content

Expected outcome​

You should be ready to place a coached live call and begin tightening your setup based on real conversations.

Troubleshooting​

  • If live calling is available but guidance feels empty, review whether a coach, agenda, or knowledge base has been selected for the workflow you are testing.
  • If the workspace shows fewer features than expected, availability may vary by tenant or plan.