Set up your Organization

What this does

The first time you sign in as the Owner of a brand-new Organization, Call-E already works — but a few quick questions let it personalize itself for your business, then set up Call Types and invite your team for you.

Before you start

• This only happens once, for the Owner, right after signing in to a brand-new Organization. Your teammates won't see these questions.
• Your answers save after each question, so you can close the tab and pick up where you left off on another device.
• Click Skip on any question to skip the rest of setup, not just that one — you can still create Call Types and invite your team later from Call Types and Settings.

Steps

1. What does your Organization do? Pick the industry that's the closest match, or Something else if none fit. Click Why we ask to see how this shapes your Call Types, Call Notes, and Call Guidance. Click Continue.
2. How many people take calls at your Organization? Choose the option that fits, from Just me to 50 or more. This decides whether you're asked to invite teammates in a later step. Click Continue.
3. Which kinds of calls do you have? Call-E suggests Call Types for your business — turn up to four on with the switch next to each one. Click a Call Type (or, on a phone, tap See what it creates) to see its description, Call Guidance, Call Notes, and Call Scorecard, with Keep or Skip this one. Once four are on, the rest show a reminder to switch one off first. Click Continue, or Create these if this is your last question — switch every Call Type off and that button reads Continue without Call Types instead.
4. Invite your team. Shown only if you said more than one person takes calls. Add each teammate's email and pick a role — Admin, Manager, or User (not sure? User is the right default). Click Add another for more rows, or Remove to drop one — your own email isn't accepted here since you're already the Owner. If you added a teammate, click Send … invite(s) & continue (it counts your rows); otherwise click Finish personalizing.

After you finish

Call-E creates everything you confirmed — Call Types and any invitations — all at once, and, if your Organization's description is still empty, fills it in from what you told us about your business. You're taken to the next step of getting started — usually accepting Call-E's terms for your organization, then adding a payment method.

Once you add a payment method and finish checkout, you'll see a welcome screen with a short summary of what was set up — how many kinds of call are ready and how many invites went out — before you click Open your dashboard.

Go back before adding a payment method

On Choose a plan, the Owner can click Back to review and edit the saved Call Types and Organization context. Save your changes, then click Continue to plans to return to Basic and Pro.

This updates your saved setup without sending the team invitations again.

If something goes wrong

• "Enter a valid email address." Check that teammate's email for typos.
• "This email is already on the list." You've entered that email twice — remove the duplicate row.
• "We couldn't save that. Please try again." Something went wrong saving your answer on that step. Try again; if it keeps failing, contact us.

Related

• Create your Call-E account with an invite
• Manage Users
• What Call Types are