ONBOARDING GUIDE
Thank you for choosing Intulse! We're so excited to have you as a client and look forward to serving you! You've just signed up for our services ... let's take a look at what's next.
This step-by-step guide is designed to give you the information and tools you need to successfully complete the onboarding process. There are several steps in this process, but we are here to help along the way. Completing each step is essential to getting your phone system up and running efficiently.
These blue fields on each page will indicate what you need to DO for that step.
Overview of Onboarding Steps
- Log into the Account Center
- View your "Getting Started with Intulse" Ticket
- Manage Contact Permissions
- Register your Brand for Texting
- Configure your System
- Set up Call Flow
- Learn about the Intulse App/Virtual Phone
- Test your System
- Port your Phones
- Final Tasks
- Enable Text Messaging, E911, and Caller ID
With your Intulse account, you’ll be using TWO MAIN TOOLS:
- Account Center – As a system administrator, the Account Center is your hub for setting up and managing your phone system. This includes extensions, call routing, billing, and much more.
- Intulse App – This is the everyday tool for everyone on your team. It’s where you’ll make and receive calls, check voicemails, send messages, and connect any integrations.
PREVENT ROADBLOCKS & DELAYS:
- Follow this guide and communicate clearly using your "Getting Started with Intulse" Ticket.
If you encounter any obstacles or are unsure about your next step, please do not hesitate to contact us.
- Make sure your network is ready.
Review Network Readiness and verify that your network meets the minimum recommended requirements prior to your implementation date.
Let's Get Started
