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
Vulcan 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.
Work Mode Guides
24 articles found, shown newest to oldest
Vulcan Intelligence setup, app workflows, Windsor.ai and other plugins, approvals, files and troubleshooting.
Work Mode Guides
A safe website workflow: inspect, branch, preview and release
Coordinate GitHub, Vercel or Desktop Commander without conflating source changes, build starts, preview deployments and public publication.
Work Mode Guides
Analyze and improve Close Forge follow-up workflows
Review a deployment’s actual configuration and recent activity, then apply selected recommendations to a draft with its original scope preserved.
Work Mode Guides
Analyze Google Ads and Meta performance through Windsor.ai
Request scoped campaign reports with verified fields, explicit dates and clear attribution, currency and data-coverage notes.
Work Mode Guides
Build Property Intelligence reports with Work Mode
Filter actual year-built and geography fields, inspect missing data and keep modeled opportunities separate from collected revenue.
Work Mode Guides
Choose between Work Mode and the Web Spark website studio
Understand the distinct paths for Web Spark projects and customer websites connected through GitHub, Vercel or Desktop Commander.
Work Mode Guides
Configure, publish, pause and resume Close Forge safely
Review exact versions and consequences before configuration, workflow publication, deployment pause, resume or archive.
Work Mode Guides
Connect Desktop Commander for authorized files and commands
Choose an online computer and working folders, separate file access from terminal permission, and verify process results before claiming a build succeeded.
Work Mode Guides
Connect GitHub and prepare reviewed website changes
Select customer repositories, verify a fine-grained token and use branches, file reviews and pull requests before any publication.
Work Mode Guides
Connect Vercel and deploy a reviewed customer website
Use the selected team and project through TradeVulcan’s Vercel REST adapter, with preview-first releases and separate domain verification.
Work Mode Guides
Connect Windsor.ai to Work Mode and select advertising accounts
Authorize your Windsor account, choose the source accounts Work may use, save permissions and verify the connection before reporting.
Work Mode Guides
Connect Work Mode plugins and select the right resources
Set up personal provider connections, review account selection and understand why connected status is not permission to perform every action.
Work Mode Guides
Create a Close Forge follow-up draft with Work Mode
Choose a supported CRM account and prepare a disabled two-touch estimate follow-up with explicit channel, copy and timing.
Work Mode Guides
Create PDFs, Word documents, Excel reports and images
Request real private deliverables, use actual image references for edits, and distinguish file generation from sending or publication.
Work Mode Guides
Find contacts and add internal lead notes with Work Mode
Resolve the right contact and inquiry, change a local display name or append a team-only note with exact approval.
Work Mode Guides
Inspect Site Spark booking, chat, CRM and embed settings
Read saved configuration in Work Mode, distinguish settings from live tests, and route unsupported changes back to Site Spark.
Work Mode Guides
Featured
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.
Work Mode Guides
Organize conversations with project folders and history
Create, pin and rename folders, move chats and return to saved work without confusing organization with shared access or merged context.
Work Mode Guides
Prepare and send one-to-one SMS or email with Vulcan Intelligence
Resolve an exact recipient, review an editable message, confirm the send and distinguish provider acceptance from delivery.
Work Mode Guides
Research public businesses and prepare internal candidate lists
Separate public research from private workspace records and build reviewable lists without inventing contacts or authorizing outreach.
Work Mode Guides
Review and approve Windsor.ai advertising actions
Discover the currently supported provider action, check exact parameters and approve a bounded change without mistaking local tracking for live advertising.
Work Mode Guides
Review approvals, saved results and unconfirmed outcomes
Understand Before/After previews, approval expiry, queued work, provider acceptance, conflicts and safe status refreshes.
Work Mode Guides
Featured
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.
Work Mode Guides
Troubleshoot Windsor.ai connections and incomplete reports
Resolve account selection, reauthorization, tool changes, field discovery and partial-report errors without repeating uncertain ad changes.
Work Mode Guides
Troubleshoot Work Mode access, approvals and interrupted tasks
Recover from missing capabilities, changed versions, connection failures and uncertain results without bypassing controls or repeating effects.
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.