You can set up a cloud-based call center on MyOperator in minutes—no hardware or complex IT setup needed. Here’s a step-by-step guide.
On this page
- Prerequisites
- Architecture at a glance
- Quick start: set up your call center (10 steps)
- Copy-paste assets (IVR script, hours, ring strategy)
- Expected result (how to verify success)
- Troubleshooting & edge cases
- Optimize & scale
- Related articles
- FAQ
Prerequisites
- MyOperator account with permission to add numbers, IVR, users, and teams.
- At least one virtual or toll-free number (port or purchase).
- Stable internet for agents; headsets recommended.
- Operating hours defined (business hours, holidays, after-hours).
- If integrating a CRM/helpdesk, have admin access ready.
Architecture at a glance
Caller → Virtual/Toll-free Number → IVR → Queue → Agent (Web/Mobile) ↘ Recording/Analytics → Reports/CRMWebCall (browser) → IVR → Queue → Agent
Alt text: Flow from phone/web into IVR, then queues/agents, with recordings and analytics to reports/CRM.
Caption: Typical MyOperator call-center flow.
Quick start: set up your call center (10 steps)
- Sign up & add a number
Go to Dashboard ▸ Numbers ▸ Add Number → choose Virtual or Toll-free. (For porting, see Related articles.) - Create departments & teams
Users & Teams ▸ Teams ▸ New Team → create Sales, Support, Billing. - Add agents & roles
Users & Teams ▸ Add User → assign Agent/Supervisor/Admin, extensions (e.g., 101, 102), and business hours. - Build your IVR
Dashboard ▸ IVR ▸ New IVR → add menu 1-Sales, 2-Support, 3-Billing. Upload greeting or use TTS. - Attach IVR to the number
Numbers ▸ [Your Number] ▸ Routing ▸ Select IVR → Save. - Configure queues & ring strategy
Queues ▸ New Queue → pick round-robin or least-idle; set max ring time (e.g., 20s) and failover to voicemail/overflow team. - Enable recordings & compliance
Settings ▸ Recording ▸ Enable → choose retention; add consent line in IVR if required. - Set up WebCall (optional)
Channels ▸ WebCall ▸ Enable → add the generated widget to your site → map to the same IVR. - Integrate your CRM/helpdesk (optional)
Integrations ▸ CRM/Helpdesk → select Zoho / Salesforce / HubSpot / Freshdesk → authorize → map fields. - Test end-to-end & go live
Place two test calls per menu option (office hours & after-hours). Confirm: IVR prompt, queue behavior, agent device rings, recording saved, CRM record created.
Copy-paste assets (IVR script, hours, ring strategy)
Sample IVR greeting (with consent)
“Thanks for calling [Your Company]. Press 1 for Sales, 2 for Support, 3 for Billing. Calls may be recorded for quality and training. To repeat this menu, press 9.”
Business hours template (paste into scheduler)
Mon–Fri: 09:00–18:00Sat: 10:00–14:00Sun & Holidays: Closed → Voicemail/Callback QueueTimezone: IST (UTC+05:30)
Queue ring strategy (starter config)
Strategy: Round-robinAgent ring time: 20sMax queue wait: 180sMusic/comfort message: Enabled (every 30s)Overflow after: 3 cycles → Voicemail with transcription → Create CRM task
Expected result (how to verify success)
- Routing: Each IVR option lands in the correct queue; overflow goes to voicemail/backup team.
- Reachability: At least 1 agent per team receives calls during business hours.
- Recording & logs: New entries appear in Dashboard ▸ Reports with durations and recordings playable.
- CRM sync: New call/lead/ticket is created with caller ID and disposition (if integrated).
- After-hours: Calls follow your schedule to voicemail or callback queue.
Definition of “go-live ready”: 10 successful test calls covering all IVR paths (business hours + after-hours), all recordings accessible, and at least one CRM sync verified.
Troubleshooting & edge cases
- Agents not ringing → Check agent status (Available), browser/device permissions, and business hours.
- IVR loops/dead ends → Ensure every option points to a queue/agent/voicemail; set a timeout fallback.
- Poor audio quality → Prefer wired network; close heavy apps; verify headset; test WebCall vs mobile.
- Missed calls spike → Lower max queue wait, add agents, or enable overflow to secondary team.
- Number porting delays → Use a temporary virtual number and rewrite IVR when port completes.
- Compliance → Add consent line; adjust recording retention per policy.
Optimize & scale
- Dashboards: Review Reports ▸ Calls/Agents daily for load and SLAs.
- Alerts: Configure missed-call or queue-wait alerts to Slack/email.
- Coaching: Enable live call monitoring/whisper/barge where permitted.
- Workforce: Use least-idle or skill-based routing for specialized teams.
- WebCall only teams: Reduce mobile dependency in secure environments.
FAQ
What is IVR?
Interactive Voice Response—the menu callers hear (e.g., “Press 1 for Sales…”).
Which ring strategy should I start with?
Use round-robin for even distribution; switch to least-idle for performance-based load.
Can I run WebCall-only operations?
Yes. Enable WebCall and route through the same IVR/queues; ensure network quality.
How many agents do I need to start?
Minimum 1 per team; add more if max queue wait > 120s during peak hours.