Recover missed calls, book more visitors, follow up on estimates, publish local proof, and see the KPIs that matter.
Setup guides
Use these public guides to prepare apps, connectors, messaging, proof publishing, AI controls, and go-live checks for supported workspaces.
Library snapshot
Trust and security
The docs focus on customer-safe setup, connector access, go-live checks, messaging controls, and support paths for approved workspaces.
View security approachTradeVulcan is built around workspace access, roles, and app-specific views so teams can separate setup, manager, and operator work.
Connector credentials and provider secrets are handled server-side through connector settings and are not shown in normal manager UI.
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.
Choose the first workflow, confirm workspace access, and understand how apps connect around your CRM.
1 article found
Manager views are designed around normalized facts, snapshots, audit history, and sanitized records instead of raw connector payloads.
