Guides

Browse All Guides

Audience:
Task:

Getting Started

First-time setup for operators and staff — creating your account, setting your PIN, and learning the interface.

Operator Staff Setup

Answering and Managing Calls

How to answer incoming calls, take notes during a conversation, and review your call history.

Staff Daily Use

Voicemail

Configuring voicemail settings and listening to messages left by callers.

Operator Staff Configuration Daily Use

Contact Directory

Managing contacts, relationships, tags, and intake workflows for your team.

Operator Staff Daily Use Configuration

Shifts and Scheduling

Creating shifts, assigning team members, and configuring fallback behavior.

Operator Configuration Daily Use

Teams and Permissions

Creating teams, assigning roles, and controlling what people can see and do.

Operator Configuration Security

Your Data Protection

How your data is kept safe, what your PIN does, and what happens if you lose access.

Operator Staff Security Setup

Messaging Channels

Setting up SMS, WhatsApp, and Signal so your team can receive and respond to text messages.

Operator Setup Configuration

Reports and Submissions

Creating, submitting, and tracking reports — for staff and reporters alike.

Staff Daily Use

Ban Lists and Spam Prevention

Managing banned numbers, voice CAPTCHA, and rate limiting to protect your hotline from abuse.

Operator Configuration Troubleshooting

Call Transcription

How transcription works, how to enable it, and how to review transcripts alongside your notes.

Operator Staff Configuration Daily Use

Browser Calling

Answering calls directly in your browser instead of on your phone, and why this protects your number.

Operator Staff Setup Daily Use

Notifications and Presence

Configuring how you get notified about calls and messages, using break mode, and seeing who is online.

Staff Daily Use Configuration

Data Export

Exporting your notes, contacts, and reports in encrypted or GDPR-compliant formats.

Operator Staff Daily Use Security

Account Recovery

What to do if you forget your PIN, lose your device, or need help regaining access.

Operator Staff Troubleshooting Security