This guide helps new users and admins set up their Aloware account, configure settings, train team members, and connect integrations. By the end, your account will be ready for daily operations and team collaboration.
Milestone 1: Admin training
Start by completing your business registration. This activates your Aloware account and unlocks all features.
Set up lines and numbers
Automatic line creation - A new line is automatically generated based on your area code during sign-up.
Add or port numbers - Admins can add new phone numbers, remove old ones, or port existing numbers from other providers. Personal numbers can also be assigned to specific users (may require admin approval and fees).
A default user (the account owner) is created automatically with admin access. Admins can add other users and assign roles or personal numbers as needed.
Create ring groups and teams
Ring groups distribute calls among users in a specific order to ensure efficient handling. Admins can include users in multiple groups or adjust routing as needed.
Teams can also be created to organize agents based on departments, shifts, or call priorities.Set up AloAi Agents to automate customer interactions. These AI-powered agents can send reminders, follow-ups, and responses to common inquiries helping your team stay connected with minimal manual effort.
Configure account settings
Power dialer - Automatically calls the next number on the list if the previous call is unanswered or disconnected.
Broadcast settings - Set limits to prevent sending bulk messages outside business hours.
Tags and Lists - Categorize contacts for easier segmentation and tracking.
AloAi Voice Analytics - Review AI-generated call summaries and sentiment analysis to better understand agent-customer conversations.
Import and export data
Import contacts - Upload contact lists in CSV format.
Export reports - Download data in various formats for reporting or sharing.
Automate workflows
Sequences - Automate follow-ups similar to email drip campaigns.
Monitor activity
Understand your subscription details under Plans and Rates to manage usage and avoid billing surprises.
Milestone 2: Agent Training (Aloware Talk)
This milestone helps new users get comfortable with Aloware Talk, the workspace where agents handle customer communications.
By completing this stage, agents will know how to log in, manage calls, handle messages, and track their performance.
Accessing Aloware Talk
Agents can log in to Aloware Talk through their assigned credentials.
Use Two-Factor Authentication (2FA) for secure login.
Aloware Talk is accessible via web, desktop, and mobile apps.
Navigating the agent workspace
The Agent Workspace is where agents view and respond to all communications calls, texts, and messages — in one place.
Team Inbox – View ongoing and completed conversations.
Communications Menu – Review active and past interactions.
Contacts panel – Access customer details, notes, and communication history.
Dialer – Place outbound calls and manage live call activity.
Handling calls and messages
Agents use Aloware Talk to communicate across multiple channels.
Messages - SMS, MMS, and emails are managed within the same interface.
Voicemail drop and power dialer features help agents save time during outreach.
Managing daily tasks
Use the calendar to track follow-ups, scheduled calls, or reminders.
Add Notes and Mentions to coordinate with teammates on shared accounts.
Automate follow-ups with AloAi Agents
Enroll contacts into AloAi Agents for automated reminders and follow-up messages.
Monitor AloAi-managed conversations and take over when personal interaction is required.
Use this feature to maintain consistent engagement without manual effort.
Review calls with AloAi Voice Analytics
Check AI-generated summaries after each call to review discussion highlights.
View sentiment indicators to understand the tone and direction of the conversation.
Use insights to improve communication and enhance customer experience.
Monitoring performance
Monitor live call activity and queue status.
Track key metrics like call duration, response rate, and completed tasks.
Supervisors can use call coaching (barge and whisper) to assist agents during calls.
Customizing user settings
Agents can personalize their experience in User settings.
Configure inbound and outbound call preferences.
Create and manage SMS templates for repetitive messages.
Access the voicemail drop library for pre-recorded follow-ups.
Milestone 3: Meeting with Aloware Teams
If you have questions, visit support.aloware.com or use the in-app chat widget for urgent assistance.
Carrier Operations team
Ensures compliance with carrier regulations and manages relationships with partners like Twilio.
Technical operations team
Handles technical issues, bug reports, and feature requests. They also assist with system troubleshooting.
Billing team
Oversees subscriptions, invoices, and Statements of Account (SOA).
→ Learn more in Understanding Aloware Billing.
Milestone 4: Account polishing and integration setup
Account polishing
The Aloware team will review your account configurations and reports to ensure all systems work properly before launch.
Integration setup
Connect Aloware with your preferred CRM or tools for better data synchronization.
Steps generally include:
Authenticating both accounts (Aloware + CRM)
Mapping data fields
Setting up data workflows
Supported Integrations