Guides
Browse All Guides
Getting Started
First-time setup for users and admins — creating your account, setting your PIN, and learning the interface.
Answering and Managing Calls
How to answer incoming calls, take notes during a conversation, and review your call history.
Voicemail
Configuring voicemail settings and listening to messages left by callers.
Contact Directory
Managing contacts, relationships, tags, and intake workflows for your team.
Shifts and Scheduling
Creating shifts, assigning team members, and configuring fallback behavior.
Users, Roles, and Permissions
Managing users, assigning roles, controlling what people can see and do, and working with multiple hubs.
Your Data Protection
How your data is kept safe, what your PIN does, device keys, and what happens if you lose access.
Messaging Channels
Setting up SMS, WhatsApp, Signal, and other text channels so your team can receive and respond to messages.
Notes and Reports
Writing encrypted call notes, submitting reports, and using custom fields.
Ban Lists and Spam Prevention
Managing banned numbers, voice CAPTCHA, and rate limiting to protect your hotline from abuse.
Call Transcription
How transcription works, how to enable it, and how to review transcripts alongside your notes.
Browser and In-App Calling
Answering calls in the desktop app or mobile app instead of via your personal phone, and why this protects your number.
Notifications and Presence
Configuring how you get notified about calls and messages, using break mode, and seeing who is online.
Data Export
Exporting your notes, contacts, and reports in encrypted or GDPR-compliant formats.
Account Recovery
What to do if you forget your PIN, lose your device, or need help regaining access.