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.
5 articles found
Launch Vulcan Score from first deployment through CRM sync, KPI profile setup, Data Health review, QuickBooks connection, and first manager operating rhythm.
Read the Command Center, understand the KPI ribbon, inspect missed revenue, review Business Unit performance, and use evidence before coaching.
Use the persistent Coach rail, Ask Coach chat, evidence chips, and rule-ranked recommendations to decide what to coach next.
Use KPI Profile Studio to choose a department profile, tune targets, accept Vulcan Intelligence recommendations, and protect contests and rewards.
Use Data Health to understand sync status, source readiness, KPI trust, partial data, stale data, and why a number is or is not safe to coach.
Manager views are designed around normalized facts, snapshots, audit history, and sanitized records instead of raw connector payloads.
