Implementation Guides

Get OperatorOS up and running in 30 minutes

30 min5 steps

Initial Configuration Checklist

Essential settings to configure before going live

15 min8 steps

Testing Your Setup

How to validate your configuration with test calls

Call Routing

Basic Call Routing Rules

Set up primary and overflow routing patterns

25 min7 steps

Advanced Routing by Location

Route calls based on zip codes and service areas

35 min10 steps

After-Hours Configuration

Handle calls outside business hours effectively

Emergency Call Escalation

Priority routing for urgent customer needs

Integrations

HubSpot Complete Setup

Connect and configure HubSpot CRM integration

40 min12 steps

Calendar Integration Guide

Sync Google Calendar and Outlook for booking

25 min8 steps

Slack & Teams Notifications

Real-time alerts for your team communication

Team Management

Setting Up Agent Profiles

Configure team members and their availability

Skills-Based Routing

Match calls to agents based on expertise

30 min9 steps

Managing Escalation Paths

Define manager and emergency contacts

Analytics & Reporting

Understanding Your Dashboard

Key metrics and how to interpret them

20 min7 steps

Custom Report Creation

Build reports for specific business needs

30 min10 steps

ROI Tracking Setup

Measure the impact on your bottom line

25 min8 steps

Compliance & Security

Recording Consent Setup

Configure compliant call recording practices

Data Retention Policies

Set up GDPR and CCPA compliant retention

25 min8 steps

Access Control & Permissions

Configure role-based access for your team