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Help centre
Practical guides written from the console as it is today. Each one names the pages and buttons you will see and shows the day its steps were last checked.
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Type a few words, such as caller ID, top up or queue. Search runs in your browser; nothing you type is sent anywhere.
Getting started
Sign up, secure your login and work through the first-setup checklist.
Sign up and start your free trial
Create a trial desk with your company e-mail address, pick a plan and set your password.
Last checked 23 October 2026
Set up two-step verification
Add an authenticator app to your login, store the recovery codes and know what to do if you lose your phone.
Last checked 23 October 2026
Work through the getting-started checklist
Use the Getting started page to create your first queue, add an agent, connect web chat and make a test call.
Last checked 23 October 2026
Team and phones
Add agents, use the browser phone and set up queues for calls and messages.
Add agents and give them extensions
Create an agent with a login and a phone extension, hand over the temporary password and apply the change to the phone system.
Last checked 23 October 2026
Make and take calls in the browser
Open the browser phone, wait for it to register, dial, answer, hold and transfer calls.
Last checked 23 October 2026
Create queues for calls and messages
Make a queue for conversations, add a call queue to the phone system and watch both from the Supervisor page.
Last checked 23 October 2026
Numbers and phone lines
Buy numbers, route them, prove the caller IDs you show and connect phone suppliers.
Buy a number and route it to an agent or a queue
Rent a number from the number shop, choose where its calls go and apply the change to the phone system.
Last checked 23 October 2026
Caller IDs and how a number is verified
Request a caller ID, see how it is proved and approved, and choose what outgoing calls show.
Last checked 23 October 2026
Connect a phone supplier as a phone line
Add the supplier that carries your calls: the addresses it sends from, a cap on calls and the numbers the line may dial.
Last checked 23 October 2026
Channels
Connect WhatsApp with your own Meta account, e-mail and web chat.
Connect WhatsApp with your own Meta account
Connect your WhatsApp Business number yourself: what to prepare in Meta, the console form, the webhook, templates, the number's health and opt-in.
Last checked 23 October 2026
Set up e-mail and web chat
Put the chat widget on your website, then add a sending domain and publish its DNS records for e-mail.
Last checked 23 October 2026
Money and pricing
Top up the wallet, set sell prices and understand invoices and VAT.
Top up the wallet by card or with crypto
Add prepaid balance by card, or with USDT or USDC, and read the wallet and its ledger.
Last checked 23 October 2026
Set sell prices as a markup over supplier rates
Build a sell price plan over a supplier buy deck, preview every row, then publish it to your clients.
Last checked 23 October 2026
Invoices, receipts and VAT
Find your invoices and receipts, check the billing details VAT depends on, and for sellers, generate the monthly invoices.
Last checked 23 October 2026
Running the desk
Supervisor tools, reports and spend, and QA scorecards with coaching.
Use the supervisor tools
Watch queues and agents, listen to, whisper to or join a call, supervise chats, and put the wallboard on a screen.
Last checked 23 October 2026
Reports, usage and spend
Run a report by channel, queue, agent or campaign, read usage and charges, and see margin if you sell to clients.
Last checked 23 October 2026
Score conversations and coach agents with QA scorecards
Start from a ready-made scorecard, score a call or conversation, see each agent's weekly trend and send coaching notes the agent acknowledges.
Last checked 23 October 2026
Resellers
Sell under your own brand, domain and price books.
White-label your console
Set your brand, serve the console on your own domain, and sell to clients with price books and margin floors.
Last checked 23 October 2026
Status and security
Read the status page and incidents, and control who can do what.
Read the status page and incidents
See what is working now, how an incident moves from investigating to resolved, and how the platform owner posts one.
Last checked 23 October 2026
Roles, network limits and API tokens
Give people only the access they need, require two-step verification, limit the networks that can reach the console and create read-only API tokens.
Last checked 23 October 2026