Only a workspace admin can open this flow. Ubic opens it automatically after a workspace is created.
Under Hardware, allow microphone access and check your browser. A headset is recommended for calls.
Under List, check the list already created, or choose to import prospects or connect a CRM. You can complete this step later.
Under Reporting, select the statuses that count as a conversion and set the weekly demo goal. These settings feed Reports and the goal displayed on the Dashboard.
Under Team, invite the people who need to join the workspace, then click Finish.
When you are done, open the Dialer to start a first session or the Dashboard to continue monitoring the team.
If the microphone is blocked, allow Ubic in your browser settings, then run the check again.
If there are no statuses at the Reporting step, configure call statuses first under Settings > Calls.
If an invitation does not go through, check the email address. Invited people remain marked as pending until they verify their account.
