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# 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

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## 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.
```
3. 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

![](https://content.api.getguru.com/files/view/e2f0ca3b-212c-41a2-ba24-1d8e9d626667)

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

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## 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   |

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## 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](mailto:support@myoperator.com)

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