Permissioned workspaces
TradeVulcan is built around workspace access, roles, and app-specific views so teams can separate setup, manager, and operator work.
Setup guides
Use these public guides to prepare apps, connectors, messaging, proof publishing, AI controls, and go-live checks for supported workspaces.
Library snapshot
Set up your AI CSR, train company knowledge, choose first-line or backup coverage, and understand dashboards, KPIs and call outcomes.
App-by-app workflows, Windsor.ai and other plugins, exact approvals, files and troubleshooting.
Create your first website, meet the AI agents, refine pages, review releases, connect a domain and manage hosting.
Choose the first workflow, confirm workspace access, and understand how apps connect around your CRM.
Launch CallSpark, Site Spark, Close Forge, Proof Pulse, Map Forge, Vulcan Voice, and Vulcan Score.
Prepare supported CRMs and tools for app-specific mapping, health checks, and go-live review.
Review test calls, widget installs, message templates, proof publishing, and manager views before launch.
Use support articles to troubleshoot syncs, sends, proof queues, and workflow performance after launch.
Review consent, opt-out language, AI controls, credential handling, and privacy-sensitive publishing choices.
15 articles found, shown newest to oldest
Website setup, AI agents, design, editing, review, hosting, domains and troubleshooting.
Resolve the right question, inspect independent review findings, and distinguish answered, saved, reviewed and published work.
Inspect the design proposal, compare visual decisions, give specific feedback, and approve a direction with a clear understanding of what starts next.
Select a page or section, request a scoped change, use Add to your page, and review the result without restarting the whole website.
Understand Web Spark, its seven agents, the Studio workflow, and how website creation differs from hosting, booking and the public broadcast.
Select reviewed pages, prepare a release candidate, confirm hosting and domain readiness, and verify the real website after approval.
Learn each agent’s role, use the canvas and inspector, understand activity states, and distinguish saved progress from a live website.
Review the Web Spark site plan, fit useful pages to your package, and build a service-and-location structure without thin duplicate content.
Give Web Spark the services, locations, brand direction, media and factual evidence it needs to build a credible contractor website.
Find the next safe action for missing access, blocked agents, stale edits, usage limits, preview issues, domain delays and incomplete publication.
Keep private edits separate from the live site, review selected-page updates, and understand history, rollback, pause and republication.
Prepare your business information, create the correct website project, review the setup and purchase flow, and move into Discover, Plan and Design.
Connect an existing domain or review a new registration, preserve email DNS, understand renewal quotes, and verify the final HTTPS website.
Use supported Site Spark and Proof Pulse connections, understand workspace and domain requirements, and test the real visitor journey.
Separate one-time build capacity from hosting, domains and AI usage; review upgrades, pending payments and the optional human-assistance scope.
Understand managed AWS website hosting, separate recurring charges, plan limits, monitoring, and what happens before republication.
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.
Managers see the customer, job, workflow, and next step through normalized facts, snapshots, audit history, and sanitized records.