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.
4 articles found, shown newest to oldest
Website setup, AI agents, design, editing, review, hosting, domains and troubleshooting.
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.
Prepare your business information, create the correct website project, review the setup and purchase flow, and move into Discover, Plan and Design.
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.