Aloware onboarding guide for admins and agents

This walkthrough takes you from a brand-new Aloware account to a working setup you can run on your own. Follow the steps in order. Each one builds on the previous, so finish each step before moving on.

By the end you will have a registered business, active phone lines, users, inboxes, and teams, account settings configured for calls and messages, contacts imported, sequences and AloAi Agents running, agents working in Aloware Talk, and your CRM connected to Aloware.

Have these ready before you begin so you don't have to stop in the middle of a step:

Business registration activates your Aloware account and is required to upgrade to a Pro plan or access advanced features. Fill in every required field accurately.

Follow the A2P 10DLC compliance: business and brand registration guide to complete this step.

Aloware automatically generates a new line based on your area code when you sign up.

Open the lines menu in your admin account and confirm the line is active. If it isn't, or you want a different number, you can assign or replace it yourself. See Step-by-step guide to creating lines in Aloware. You can also use the interactive demo for a quick walkthrough of the setup process.

If you need additional phone numbers, or want to bring numbers over from another provider, do this now. You can also assign personal numbers to specific users; this may require admin approval and fees. See How to submit a Snap Port request in Aloware.

A default user (the account owner) was created automatically with admin access. Add the rest of your team now and assign each person a role. Assign personal numbers if needed. See How to manage users in Aloware.

Teams organize agents by department, shift, or call priority. Teams are separate from inboxes: inboxes route calls, teams organize agents for reporting. See Aloware Teams.

Inboxes distribute calls among users in a specific order so calls are handled efficiently. Group users into one or more inboxes based on how you want calls to ring. You can place the same user in multiple inboxes or adjust routing later. See How to create and manage inboxes in Aloware.

Everything in this part lives under Aloware admin > Account menu. The Account menu is where you configure settings that apply to your entire account. Here are the key ones to set up:

The Power Dialer automatically calls the next number on a list if the previous call is unanswered or disconnected. Configure its settings before agents start using it. See Account menu: Power Dialer settings.

Set limits to prevent sending bulk messages outside business hours.

Tags and lists categorize contacts for easier segmentation and tracking. Decide on a tagging scheme now so it stays consistent as your data grows. See the Guide for admins: how to import contact lists.

Dispositions are codes agents apply to a call or contact to record the outcome (for example, "Voicemail left" or "Not interested"). Set these up so you can track sales and engagement progress.

AloAi Voice Analytics produces AI-generated call summaries and sentiment analysis. Turn this on now so summaries are generated from the first calls your agents make. See the AloAi Voice Analytics configuration guide.

Upload your contact list in CSV format. Match each column to the correct Aloware field during import. See the Guide for admins: how to import contact lists.

You won't run reports yet, but find the export options in your admin account now so you know what's available. Reports can be downloaded in various formats for reporting or sharing.

Sequences automate follow-ups, similar to an email drip campaign. Build your first sequence so contacts can be enrolled into it later. See How to use Sequences in Aloware.

AloAi Agents are AI agents that send reminders, follow-ups, and responses to common inquiries. Set them up so contacts stay engaged without manual effort from your team. See the Guide to setting up and utilizing AloAi.

Connect Aloware with your CRM or other tools so data stays in sync. Each integration follows the same three steps:

Pick the integrations that match your stack:

Aloware Talk is the workspace where agents handle calls, texts, and other customer communications. Walk each agent through Steps 16 to 23 before they go live.

Each agent logs in with their assigned credentials. Aloware Talk is available on web, desktop, and mobile. Enable Two-Factor Authentication (2FA) for secure login.

Show each agent where to find the main sections:

Have each agent try every channel before going live:

Agents enroll contacts into AloAi Agents for automated reminders. They can monitor AloAi-managed conversations and take over when personal interaction is needed.

After a call, agents can check AI-generated summaries for the highlights and view sentiment indicators to understand the tone of the conversation.

Agents track their numbers through the Wallboard and Stats section.

From these views they can monitor live call activity, queue status, call duration, response rate, and completed tasks. Supervisors can use call coaching (barge and whisper) to assist agents during a live call.

In User settings, each agent:

Before letting your team go live, run through this checklist yourself:

Open the Dashboard to confirm you can see live calls and past interactions (calls, messages, voicemails, emails, faxes).

Open Reports and confirm you can track team performance, call volume, and customer activity.

Review your subscription details under Plans and Rates, including Aloware billing and usage charges, to manage usage and avoid billing surprises.

If you hit something you can't solve from the docs, here is who to reach out to:

For non-urgent questions, search support.aloware.com. For urgent ones, use the in-app chat widget.