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Workspace Setup

Summary​

Your first setup pass in CallCues should confirm who can access the workspace, what guidance content is already available, and how your team will handle live calling.

Prerequisites​

  • You can sign in to the CallCues app.
  • Your workspace has been provisioned for your team.
  • You know who on your team owns call recording and transcription compliance decisions.

What to review first​

1. Open Getting Started​

If your workspace shows a Getting Started or onboarding experience, use it as a checklist for your first session.

See Complete Onboarding for the exact labels and first-run flow.

2. Review your starter content​

Some workspaces include starter coaches and policies. Open the Coaches workspace and review anything that was preloaded before your team begins placing live calls.

3. Confirm your first live-call path​

Decide how your team will begin using CallCues:

  • placing a new call from the Live Call workspace
  • using a callback-style flow such as Call Me
  • using agendas or knowledge bases as part of the live workflow

4. Check account and phone setup​

Open Account Settings to review:

  • your name and verification phone
  • any managed or registered phone numbers
  • whether Phone Settings is available for voicemail, forwarding, and capture defaults

See Manage Account Settings and Phone Numbers for the account, phone verification, and phone inventory workflow.

5. Align on search and review expectations​

Before your first live session, confirm where your team will review completed conversations:

  • Dashboard for a daily snapshot
  • Call Log for browsing and filtering
  • Search for topic-based lookup
  • Voicemail Inbox for message playback and follow-up

Expected outcome​

After setup, you should know:

  • which guidance content is already active
  • how your team will place the first live call
  • whether phone setup is complete for managed numbers
  • where to review completed calls and voicemail afterward

Troubleshooting​

  • If you do not see a workspace described in this help center, availability may vary by plan or admin configuration.
  • If you cannot start live calling, check that your verification phone and any required phone settings are complete.