Account setup

Setting up properly takes about five minutes and saves a lot of confusion later — particularly the timezone, which quietly decides what every other time in the product means.

Creating your account

Sign up at app.vocallie.com/signup with your email and a password. That creates a workspace — your private space that holds everything: agents, numbers, contacts, calls and money. You're the owner of it.

You do not need a credit card. New workspaces start on the Trial plan with real calling minutes for testing.

Verifying your email

You'll get a verification link by email. Click it.

Until you do, the system blocks two things on purpose:

• Making calls — including test calls.
• Getting a phone number.

This is anti-abuse, not bureaucracy: a voice-calling platform that lets unverified accounts dial out becomes a spam tool within a day.

Forgotten your password later? Use Forgot password on the login screen; the reset link is single-use and time-limited.

The onboarding checklist

Your Dashboard shows a five-step checklist until every step is done:

It disappears once complete. You can also dismiss it and work through Onboarding directly.

Settings worth doing on day one

Timezone

Account → Settings

This is the one that bites people. Your workspace timezone decides:

• What your calling hours mean (so campaigns don't ring people at 3am).
• How appointment slots are offered to callers.
• When follow-ups and scheduled calls actually fire.
• What timestamps in your call log and analytics refer to.

Set it to the timezone your customers are in, which is usually — but not always — your own.

Workspace name

Also in Account → Settings. It's what the agent can refer to as your business name, and what appears in emails.

Compliance switches

Account → Compliance

Two decisions to make consciously before you take live calls:

• AI disclosure — whether the agent states that it's an AI at the start of the call. Depending on where you and your callers are, this may be legally required.
• Call recording — off by default. If you turn it on, you also take on the obligation to inform callers.

Details and the legal shape of this in Compliance.

Adding your team

Account → Team

Invite colleagues by email. Each person gets a role:

• Owner — you. Full access, including billing.
• Admin — full access to everything operational.
• Member — sees only the sections you grant them.

A support person might get Calls, Contacts and Appointments but not Billing or Agents. The sidebar hides what they can't use, and the server refuses it too, so there's no way around it by guessing a URL.

Team seats are a plan limit — see Team & roles.

Trial vs paid

The Trial plan is designed to let you evaluate rather than to run a business on:

• 1 agent, and no phone number of your own — so no real inbound.
• Testing happens through the in-app surfaces: a browser call, a chat, or a test call to your own phone, with a fixed lifetime allowance of each.
• Smaller ceilings on contacts, bookings, follow-ups and knowledge items.
• No call log history, recordings, campaigns, webhooks or API.

The moment you upgrade, everything you've built carries over — the agent, the knowledge, the settings. Nothing is rebuilt. See Plans & limits.

Going live checklist

Before you point real customers at it:

1. You've had at least three test conversations and fixed what annoyed you.
2. The knowledge base answers your five most-asked questions.
3. The agent knows what to do when it can't help — transfer, take a message, or book a callback.
4. Your timezone and calling hours are right.
5. Your wallet has enough balance for a few days of expected volume.
6. Compliance switches match your obligations.
7. Someone on the team knows to check the call log daily for the first week.