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
8 articles found, shown newest to oldest
Vulcan Intelligence setup, app workflows, Windsor.ai and other plugins, approvals, files and troubleshooting.
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
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 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
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
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
Understand available plugins and Coming soon tiles
Distinguish live Work connections from preview tiles, separate platform connectors from Work plugins, and choose a supported alternative.
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.