How do I set up MyOperator on Day 1 so I can take my first live call?
⚡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
2 — Day-1 setup checklist
2.1 Add users (Call Agents)
- Dashboard → Settings → Users → Add user
- Fill Name, Email, Role (Agent/Admin), Phone → Invite Success = user shows Pending or Active.
2.2 Create departments & extensions
- Dashboard → Voice → Departments → New
- Add Sales, Support, Billing; assign agents.
- Set extensions (e.g., 101, 201).
2.3 Build your IVR
- Dashboard → Voice → IVR → Create
- Paste greeting → map 1 → Sales, 2 → Support, 9 → Repeat.
IVR script (copy-paste):
Thanks for calling .
For Sales press 1, Support press 2, or 9 to repeat this menu.
2.4 Make a test call
- Dial your business number.
- Press 1 and confirm ringing → repeat for 2.
- Dashboard → Analytics → Calls → ensure Answered + recording (if ON).
2.5 (Optional) Upload contacts
- Dashboard → Contacts → Import → download sample CSV.
- Prepare file with header:
name,phone,email,company,notes,tags - Import → map fields → Done.
2.6 (Optional) Send bulk SMS
- Dashboard → Messaging → SMS → New campaign
- Select list → write or paste:
Hi {{name}}, thanks for contacting . Reply 1 for a callback.
- 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
Alt-text: “Caller hits IVR, chooses Sales or Support; if missed, WhatsApp auto-reply fires; logs update.”
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 |
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
Keywords - MyOperator onboarding, day-1 setup, IVR quick start, test call, import contacts, WhatsApp missed-call
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