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Audience

  • New users in onboarding
  • Workspace owners/admins completing first activation

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Prerequisites

  • You can access https://platform.voqo.ai.
  • You can create an account or sign in.
  • You have access to a mobile device/number for call-forwarding setup.
  • You can receive a test call (from another number/contact).

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Role and plan requirements

  • Minimum role: Workspace admin or owner for first-time workspace setup.
  • Plan notes:
    • Core onboarding and first call should work on supported entry plans.
    • Some advanced features (workflows/automation) are plan-gated and not required for this quick start.

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Steps

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1) Create account and complete invitation (if joining a team)

  1. Go to platform.voqo.ai.
  2. Choose Sign up for a new workspace, or use your invitation link if joining an existing team.
  3. Complete verification and sign in.
Expected in-product signal:
  • You are routed into the onboarding flow or your workspace dashboard.

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2) Complete onboarding flow

  1. Open https://platform.voqo.ai/onboarding.
  2. Complete questionnaire and agent setup prompts.
  3. Complete payment/setup step if prompted.
  4. Continue until onboarding confirms completion.
Expected in-product signal:
  • You can access the protected app routes and see your configured agent context.

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3) Connect your agent to your phone

  1. Open your agent setup path and select Connect Agent.
  2. Follow your region/device instructions:
    • iPhone: disable Live Voicemail before setup.
    • Dual-SIM devices: use the intended SIM for forwarding setup.
  3. Confirm forwarding setup from your device with active network signal.
Expected in-product signal:
  • Setup confirmation appears and your agent is ready for call handling.

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4) Run first successful call validation

  1. Ask a colleague/friend to call your configured number.
  2. Do not answer the call.
  3. Wait for post-call processing, then check call logs and notifications.
Expected in-product signal:
  • A completed call appears in logs with summary (and transcript/recording when enabled).

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Expected result

After completing this page, a first-time user should be able to:
  • Set up account/workspace access.
  • Complete onboarding steps end-to-end.
  • Verify first successful AI-handled call without external help.

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Troubleshooting

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Onboarding page does not complete

  • Refresh the onboarding page and retry the current step.
  • Confirm you are in the correct workspace and signed-in account.
  • If payment/setup step fails, retry after confirming billing details.

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Agent did not handle test call

  • Re-check forwarding setup on your phone/device.
  • Re-run region-specific instructions from the connect-agent guides.
  • Ensure your agent is enabled in agent settings.

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Call happened but no log or transcript appears

  • Allow a short processing delay, then refresh call logs.
  • Confirm call status moved to completed.
  • Verify recording/transcript settings are enabled as expected.
If unresolved, contact support@voqo.ai and include workspace ID, agent ID, call timestamp, and screenshot/error message. Agent Settings