Onboarding Step 5

5. SCHEDULE YOUR WELCOME CALL

Your welcome call is one of the most important steps in the process! This call is for anyone in your organization who will be an admin on your Intulse account.

We want to make sure you have an awesome Intulse onboarding experience. This is our opportunity to connect with you and provide any assistance you may need in the onboarding process. We'll take a look at what you've accomplished so far and answer any questions you may have. One of the most important topics we'll cover during this call is what you want your call flow to look like so we can make sure your system is set up exactly the way that works best for your organization.

Questions for administrators to consider in preparation for your Welcome Call:

What are the open and closed hours for the phone system? (You will enter these hours on phone system calendars at the beginning of step 6. It would be helpful to enter this information prior to your Welcome Call.)
How should incoming calls be routed when coming into the system during open business hours? (Should they go to a voice menu, an individual, or a group?)
How should incoming calls be routed when coming into the system during closed hours? (Should there be a closed voice menu? Should they go to an individual's voicemail box, or a general voicemail box?)
What system recordings are needed? (These are system wide recordings for voice menus, ring groups, customized industry specific disclosures, etc. You will be asked to create these recordings at the beginning of step 6. If you know what recordings you need, it would be helpful to have them recorded prior to the Welcome Call.)

Let's get your call scheduled!

Scroll down for a complete video walkthrough of this step.

Click the button to schedule your welcome call. Anyone assigned an admin role should be invited to join the Welcome Call so be sure to select a time that works for everyone's calendar.

Schedule Your Welcome Call Now

**KEEP GOING**

It may be a good idea to send calendar invites to any other participants within your organization to ensure that everyone is available for the call.

You don't need to wait for that call to continue working through the following steps. Please continue going through this setup guide and we'll review your call flow together and make any necessary updates during your welcome call.

Watch this video to view a walkthrough of this step, or scroll down to move on to Step 6.

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