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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.
1 article found
Manager views are designed around normalized facts, snapshots, audit history, and sanitized records instead of raw connector payloads.
