Permissioned workspaces
TradeVulcan is built around workspace access, roles, and app-specific views so teams can separate setup, manager, and operator work.
Setup guides
Launch TradeVulcan workflows without digging through engineering notes.
Use these public guides to prepare apps, connectors, messaging, proof publishing, AI controls, and go-live checks for supported workspaces.
Library snapshot
Published articles
121
App guides
106
Connector guides
19
Featured
Start with these guides.
Curated
Vulcan Voice Guides
Set up your Vulcan Voice agent from start to launch
Follow the current four-step wizard: Voice setup, Company info, Knowledge, and Test & launch.
Read guideVulcan Voice Guides
Start here: how Vulcan Voice fits your front desk
Understand agents, phone lines, business knowledge, call routing and verified outcomes before you configure your AI CSR.
Read guideWork Mode Guides
Introduction to Vulcan Intelligence Work Mode
Learn how conversation, authorized business context, approval cards and saved results fit together—and choose the right kind of request.
Read guideWork Mode Guides
Set up Work Mode and complete your first task
Check workspace access, choose a record, make a read-only request, then review one small change and its saved result.
Read guideWeb Spark Guides
Introduction to Web Spark: your AI website team
Understand Web Spark, its seven agents, the Studio workflow, and how website creation differs from hosting, booking and the public broadcast.
Read guideWeb Spark Guides
Web Spark setup guide: create your first website
Prepare your business information, create the correct website project, review the setup and purchase flow, and move into Discover, Plan and Design.
Read guideVulcan Voice guides
Set up your AI CSR, train company knowledge, choose first-line or backup coverage, and understand dashboards, KPIs and call outcomes.
Vulcan Intelligence Work Mode
App-by-app workflows, Windsor.ai and other plugins, exact approvals, files and troubleshooting.
Web Spark guides
Create your first website, meet the AI agents, refine pages, review releases, connect a domain and manage hosting.
Getting started
Choose the first workflow, confirm workspace access, and understand how apps connect around your CRM.
App setup guides
Launch CallSpark, Site Spark, Close Forge, Proof Pulse, Map Forge, Vulcan Voice, and Vulcan Score.
Connector guides
Prepare supported CRMs and tools for app-specific mapping, health checks, and go-live review.
Go-live checklists
Review test calls, widget installs, message templates, proof publishing, and manager views before launch.
Optimization and run logs
Use support articles to troubleshoot syncs, sends, proof queues, and workflow performance after launch.
Security, AI, and messaging
Review consent, opt-out language, AI controls, credential handling, and privacy-sensitive publishing choices.
All documentation
24 articles found, shown newest to oldest
Vulcan Voice Guides
Best practices for natural conversations and better outcomes
Build a practical review rhythm for questions, interruptions, corrections, lead quality and accountable follow-up.
Vulcan Voice Guides
Choose a voice and tune how your agent speaks
Use the four featured personalities, seven tone controls, interruption preferences, pronunciation hints and native audio preview.
Vulcan Voice Guides
Compare AI and human performance without misleading conclusions
Understand initial handler, AI-assisted handoffs, unavailable human-first coverage and fair comparisons.
Vulcan Voice Guides
Configure ServiceTitan booking mappings
Map homeowner phrases to supported job types, business units and campaigns, then validate a complete booking.
Vulcan Voice Guides
Connect your CRM and understand what can be booked
Choose the current TradeVulcan, Housecall Pro or ServiceTitan path and verify the difference between a request and an appointment.
Vulcan Voice Guides
Copyable company knowledge and training templates
Adapt practical field-by-field templates for your business profile, FAQs, fees, booking, after-hours coverage and review log.
Vulcan Voice Guides
Define services, exclusions and service-area boundaries
Teach the agent which jobs you accept, which requests to decline, and how to handle unclear city or ZIP-code matches.
Vulcan Voice Guides
Find recordings, read transcripts and export call history
Search call records, distinguish missing audio from restricted access, and export the full filtered cohort safely.
Vulcan Voice Guides
KPI reference: what each number means
Learn the actual denominators for calls, verified bookings, captured leads, answer rate, duration and period-over-period changes.
Vulcan Voice Guides
Pair Vulcan Voice with Call Spark
Connect AI answering to your phone workspace, human team, call intelligence and follow-up without overlapping ownership.
Vulcan Voice Guides
Read outcomes, verified bookings and cancellation evidence
Distinguish exclusive call dispositions from overlapping summary metrics and understand appointment, job and attribution counts.
Vulcan Voice Guides
Run the launch and regression test call checklist
Rehearse common requests, interruptions, corrections, exclusions, handoffs and booking failures with explicit pass criteria.
Vulcan Voice Guides
Set pricing, fees and booking policies that lead to the right outcome
Explain approved prices, appointment expectations, callback paths and restrictions without inventing availability or promises.
Vulcan Voice Guides
Set team access, monitoring policy and recording expectations
Separate analytics access, call details, recordings, exports and live supervision so your team can work with the right information.
Vulcan Voice Guides
Set up after-hours and holiday answering
Align the real phone schedule with saved office-hours guidance, on-call rules and realistic next-business-day expectations.
Vulcan Voice Guides
Set up company information callers can trust
Fill the current company fields, opening greeting, office destination, language and after-hours guidance with a consistent source of truth.
Vulcan Voice Guides
Featured
Set up your Vulcan Voice agent from start to launch
Follow the current four-step wizard: Voice setup, Company info, Knowledge, and Test & launch.
Vulcan Voice Guides
Featured
Start here: how Vulcan Voice fits your front desk
Understand agents, phone lines, business knowledge, call routing and verified outcomes before you configure your AI CSR.
Vulcan Voice Guides
Test, activate and roll out without surprising your team
Separate voice preview, connection checks, activation, direct-line testing and business-number routing.
Vulcan Voice Guides
Train your agent with clear business knowledge
Build useful FAQs and instructions, resolve conflicting policies, and improve conversations through controlled edits and retesting.
Vulcan Voice Guides
Transfer, watch, listen and take over a live call
Understand office transfers, separate monitoring permissions, microphone preparation, human ownership and safe recovery.
Vulcan Voice Guides
Troubleshoot setup, audio, routing and dashboard issues
Find the failing stage before retrying: saved configuration, preview audio, assigned number, phone routing, CRM result or reporting scope.
Vulcan Voice Guides
Use call sources, service topics and peak-time reporting
Find when calls arrive and what they concern, while keeping attribution gaps separate from phone handling.
Vulcan Voice Guides
Use the Vulcan Voice dashboard and its eight views
Choose an agent, line and date range, drill into calls, and separate saved analytics from live supervision.
Trust and security
Public docs should support setup without exposing credentials or internal adapter details.
The docs focus on customer-safe setup, connector access, go-live checks, messaging controls, and support paths for approved workspaces.
View security approachServer-side credential handling
Connector credentials and provider secrets are handled server-side through connector settings and are not shown in normal manager UI.
Consent-aware messaging
SMS, email, AI voice, and review workflows should be configured with opt-in, opt-out, send windows, and human review rules that fit the workspace.
Clean customer context, not connector noise
Managers see the customer, job, workflow, and next step through normalized facts, snapshots, audit history, and sanitized records.