Quickstart

Get CallVibe running in a few steps.

1. Create Your Account

• Go to Sign Up and create your organization account.
• Verify your email.
• Sign in at the login page.

2. Connect an Integration

Open Settings > Integrations and connect one provider:

• SalesTrail
• Smartflo
• Exotel
• Kaleyra
• 8x8
• WhatsApp webhook

For full requirements, see Integrations Overview.

3. Start Worker

After credentials are saved:

• Open Worker Status in Integrations
• Click Start Worker
• Confirm status changes to running

4. Validate Data Flow

• Open Calls and verify recent records
• Open Dashboard and confirm summary metrics
• Open Analytics for trends and segmentation

5. Invite Team Members

• Open Team
• Invite users as owner or agent
• Map agent names for scoped access

Next: Platform Navigation