Empty workspace to first billed call.
This is the same checklist the console shows on your first login, with the reasoning behind each item.
- 01Verify email, name the platform
Your workspace, portal, wallet ledger and bid endpoint already exist. Naming the platform is what agents will see, so pick the brand, not the LLC.
- 02Brand it
Logo, colors, support address. Map your domain with a CNAME; certificates issue on their own. Check the login page on your phone before moving on.
- 03Publish one line
Name, vertical, price, qualifying time, open or invite-only. Start with one line and a mark you can defend from your talk-time data.
- 04Attach a number
Buy a DID in the console or attach one you own. Ring it from your cell and confirm the line answers.
- 05Paste the bid endpoint into your ring tree
Add SendAvata as a buyer in Ringba, Retreaver or CallGrid. Set the timeout you actually use. Fire a test ping and watch it land in Call ops.
- 06Onboard two agents, not twenty
Have them apply on your domain, fund a small wallet, join the line, go online. Watch presence flip on the live floor.
- 07Run shadow mode against your current router
Let both receive the same traffic for a day. Diff the decisions. Fix what's different. Then cut over.
- 08Bill the first call, check the ledger
Confirm the charge appears on the call, in the wallet and in the workspace ledger with the same amount. Reconciliation on the overview should read balanced.
- 01Verify email, name the platform
Your workspace, portal, wallet ledger and bid endpoint already exist. Naming the platform is what agents will see, so pick the brand, not the LLC.
- 02Brand it
Logo, colors, support address. Map your domain with a CNAME; certificates issue on their own. Check the login page on your phone before moving on.
- 03Publish one line
Name, vertical, price, qualifying time, open or invite-only. Start with one line and a mark you can defend from your talk-time data.
- 04Attach a number
Buy a DID in the console or attach one you own. Ring it from your cell and confirm the line answers.
- 05Paste the bid endpoint into your ring tree
Add SendAvata as a buyer in Ringba, Retreaver or CallGrid. Set the timeout you actually use. Fire a test ping and watch it land in Call ops.
- 06Onboard two agents, not twenty
Have them apply on your domain, fund a small wallet, join the line, go online. Watch presence flip on the live floor.
- 07Run shadow mode against your current router
Let both receive the same traffic for a day. Diff the decisions. Fix what's different. Then cut over.
- 08Bill the first call, check the ledger
Confirm the charge appears on the call, in the wallet and in the workspace ledger with the same amount. Reconciliation on the overview should read balanced.
What to verify before you tell anyone
- The portal loads on a phone under your domain with your mark.
- A test call from your own cell rings the agent's browser and bills at the mark.
- A top-up from the portal lands in the wallet and on the ledger.
- A dispute opened from a call shows up in the console queue.
If all four pass, you're live. If one doesn't, it's a configuration issue and the console tells you which.
Related
Run SendAvata beside your current router, diff every routing decision, and cut over only when the ledgers match.
Point your ring tree at SendAvata, brand the portal, onboard seats, bill on qualify. The full path from first ping to a white-label pay-per-call marketplace.
Your domain, your marks, your colors on the agent portal, the login and every email. Per-tenant branding, nothing of ours unless you want it.
Your branded portal, live in two minutes.
No demo, no sales call, no card. Create the workspace, drop your logo, paste one URL into your ring tree.
- Portal, wallet and bid endpoint provisioned on signup
- Shadow mode beside your current platform
- Founding pricing locked 12 months, $0 setup