Start with your account
Open the Dashboard and check that you are signed into the intended account. Review any verification, agreement or service-readiness notice before using a paid service. A balance or activity summary is not an invoice; billing records have their own pages.
An account owner and an employee can see different menus. Your access depends on your role, assigned permissions and enabled services. A missing control does not automatically mean the platform is broken. Ask your account owner about employee access before opening another account.
Choose the task
- Make calls: use the webphone or connect an app, SIP phone or PBX using your SIP line's connection details.
- Receive calls: open Phone Numbers, check that your number is active and configure its destination. Creating a SIP line alone does not route every number to it.
- Send messages: open SMS, choose an eligible sender and review the recipients and price before confirming.
- Work with a team: use Agents, Contacts, Agent Workspace, queues and campaigns as permitted.
- Review activity: use live operations for current calls, call history for completed calls and the ledger for balance movements.
Manage settings deliberately
Account settings contain profile, security, routing, preferences and integrations. Use the dedicated verification controls to change a login email or phone. Review the displayed effect before changing a package, SIP authentication mode or live number destination.
Find help without exposing private data
Use a guide for the task you are performing, then contact Support if its checks do not resolve the problem. Include the page, time, visible error and public record reference. Never share a password, verification code or API key.
Continue with account readiness, SIP lines and agents or transactions and invoices.