Aloware Client Workspace Setup (Onboarding)

Aloware Client Workspace Setup (Onboarding)

1. 01

   Create a new client workspace in the Aloware admin panel

   Navigate to the 'Workspaces' section and click 'Add Workspace'. Name it after the client and assign a dedicated admin user. This isolates their calling, SMS, and AI agent configurations from other clients.

2. 02

   Configure compliance settings for the client's brand

   In the workspace's 'Compliance' tab, register the client's brand for A2P 10DLC and verify STIR/SHAKEN. Upload their CNAM information to ensure caller ID is properly branded. This step prevents carrier filtering and keeps the client compliant.

3. 03

   Integrate the client's CRM

   Go to 'Integrations' and select the client's CRM (HubSpot, Salesforce, Pipedrive, or Zoho). Authenticate with the client's API credentials and map contact fields. Enable two-way sync so calls and texts log automatically.

4. 04

   Set up IVR and call routing

   In 'Call Flows', create an IVR that greets callers and routes to the right team or AI agent. Use the visual editor to add menus, time-based routing, and voicemail drop options. Test the flow with a test call before going live.

5. 05

   Deploy AI voice agents for inbound/outbound

   In 'AI Agents', create a new agent script for the client's use case. Set the per-minute rate (0.10 per minute) and assign it to the appropriate phone numbers. Enable call summarization and analytics to track performance.

6. 06

   Configure power dialer and bulk SMS campaigns

   In 'Dialer', set up a power dialer campaign with the client's lead list. Create SMS templates in 'Messaging' and schedule bulk broadcasts. Ensure opt-out keywords are enabled to maintain compliance.

7. 07

   Train the client team and hand off

   Schedule a training session using the recorded walkthrough feature. Provide login credentials and a quick-start guide. Confirm the client can access the live wallboard and call recordings. Set a follow-up review for 30 days.