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
Accessing the Account Center
Welcome Call
Configuring Your System
Final Checks
- Logging into the Account Center
- Viewing your Onboarding Support Ticket
- Managing Contacts (people authorized to speak with Intulse on behalf of your account)
- Registering your Brand for Texting
- Configuring your System
- Setting up Call Flow
- Learning about the Intulse App/Virtual Phone
- Testing
- Porting 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 with the Intulse onboarding team.
If you encounter any obstacles or are unsure about your next step, please do not hesitate to contact us.
- Ensure someone is available to accept your shipment of phone orders.
Your phones should arrive in 10-12 business days.
- 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
