Articles on: MyOperator

How do I set up MyOperator on Day 1 so I can take my first live call?

Info Quick answer: Log in as Admin, add users, create an IVR, route keys to departments, place a test call, and verify logs/recordings—all in under 30 minutes. Optional steps cover bulk contacts, SMS, WhatsApp, and Webcall.


When should I use this guide?


Follow these instructions the moment your demo or paid account is active, and you want a working voice + analytics flow before inviting the wider team.



1 — Prerequisites


Item

Where to get it

Notes

Admin login

Welcome email / OTP

Needed for all edits

Trial or paid number

Dashboard → Numbers

Virtual or toll-free

Teammate names & phones

HR roster

For Sales, Support, etc.

Recording consent notice

Local law

Play before recording



Watch the video walkthrough



2 — Day-1 setup checklist


2.1 Add users (Call Agents)


  1. Dashboard → Settings → Users → Add user
  2. Fill Name, Email, Role (Agent/Admin), Phone → Invite. Success = user shows Pending or Active.


2.2 Create departments & extensions


  1. Dashboard → Voice → Departments → New
  2. Add Sales, Support, Billing; assign agents.
  3. Set extensions (e.g., 101, 201).


2.3 Build your IVR


  1. Dashboard → Voice → IVR → Create
  2. Paste greeting → map 1 → Sales, 2 → Support, 9 → Repeat.


IVR script (copy-paste):

Thanks for calling <Brand>.
For Sales press 1, Support press 2, or 9 to repeat this menu.


2.4 Make a test call


  1. Dial your business number.
  2. Press 1 and confirm ringing → repeat for 2.
  3. Dashboard → Analytics → Calls → ensure Answered + recording (if ON).


2.5 (Optional) Upload contacts


  1. Dashboard → Contacts → Import → download sample CSV.
  2. Prepare file with header: name,phone,email,company,notes,tags
  3. Import → map fields → Done.


2.6 (Optional) Send bulk SMS


  1. Dashboard → Messaging → SMS → New campaign
  2. Select list → write or paste:
Hi {{name}}, thanks for contacting <Brand>. Reply 1 for a callback.
  1. Schedule/Send → check Messaging → Reports.


2.7 (Optional) Enable WhatsApp & Webcall


  • WhatsApp: Dashboard → WhatsApp → Connect → approve templates → Automations → Missed-Call → Send WhatsApp.
  • Webcall: Channels → Webcall → Enable to add a “Call us” widget on your site.



3 — Workflow



Alt-text: “Caller hits IVR, chooses Sales or Support; if missed, WhatsApp auto-reply fires; logs update.”



4 — What success looks like


  • Calls route to the right queue in ≤ 10 s.
  • Test recording is audible and stored.
  • Analytics dashboard updates Answered/Missed counts.
  • WhatsApp auto-reply lands ≤ 2 min for missed calls.



5 — Edge cases & flip-side limits


Scenario

Impact

Fix

All lines busy

Lost Calls spike

Add lines or pause dialer

Agent DND

Missed Calls rise

Toggle Available

Template not approved

WhatsApp fails

Submit for approval

CSV import error

Contacts empty

Use UTF-8 CSV, exact header



6 — Troubleshooting matrix


Symptom

Likely cause

Quick fix

No ringing

Wrong IVR key mapping

Edit IVR → map to dept.

Recording missing

Recording OFF

Enable in Number settings

Echo/jitter

Bad headset/network

Use a wired headset; test QoS

WhatsApp delay

Network or throttle

Wait 2 min; check template status


Escalate: Help → Chat (24 × 7) or email support@myoperator.com



Keywords: MyOperator onboarding, day-1 setup, IVR quick start, test call, import contacts, WhatsApp missed-call

Updated on: 01/12/2025