First login and setup order

After you log in you'll land on the dashboard. It will be empty until your CRM is connected and calls start flowing in.

We recommend setting things up in this order:

1. Connect your CRM — so recordings can be pulled. (See Connecting your CRM.)
2. Review your QA Playbook — the rules calls are scored against. (See Configuring the QA Playbook.)
3. Set up Departments and agents — so the right people are monitored. (See Departments.)
4. (Optional) Connect Telegram — to receive alerts. (See Telegram Alerts.)

Once these are done, calls start appearing automatically — no manual work needed.