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.
Search results
17 articles found, shown newest to oldest
Vulcan Voice Guides
Set team access, monitoring policy and recording expectations
Separate analytics access, call details, recordings, exports and live supervision so your team can work with the right information.
Vulcan Voice Guides
Set up after-hours and holiday answering
Align the real phone schedule with saved office-hours guidance, on-call rules and realistic next-business-day expectations.
Vulcan Voice Guides
Featured
Start here: how Vulcan Voice fits your front desk
Understand agents, phone lines, business knowledge, call routing and verified outcomes before you configure your AI CSR.
Vulcan Voice Guides
Troubleshoot setup, audio, routing and dashboard issues
Find the failing stage before retrying: saved configuration, preview audio, assigned number, phone routing, CRM result or reporting scope.
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
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.
Web Spark Guides
Plan service pages, location pages and website navigation
Review the Web Spark site plan, fit useful pages to your package, and build a service-and-location structure without thin duplicate content.
Web Spark Guides
Prepare your business brief, brand assets and approved facts
Give Web Spark the services, locations, brand direction, media and factual evidence it needs to build a credible contractor website.
Web Spark Guides
Troubleshoot Web Spark: blocked work, previews, payments and launch
Find the next safe action for missing access, blocked agents, stale edits, usage limits, preview issues, domain delays and incomplete publication.
Web Spark Guides
Featured
Web Spark setup guide: create your first website
Prepare your business information, create the correct website project, review the setup and purchase flow, and move into Discover, Plan and Design.
App Guides
Networx Leads integration for Leads Forge
Set up Networx Custom Webhook delivery for a Leads Forge deployment, including the deployment URL, API key, payload expectations, and go-live checks.
Zapier Guides
Troubleshoot TradeVulcan Zaps
Fix common Zapier issues like missing sample data, expired auth, duplicate records, missing fields, task limits, and webhook delays.
App Guides
Vulcan Score setup guide
Learn how to set up Vulcan Score to transform your ServiceTitan or Housecall Pro data into actionable KPI scorecards, dashboards, leaderboards, goals, and performance rewards for your home-service teams.
App Guides
CallSpark setup guide
Learn how to set up and use CallSpark within TradeVulcan to recover missed and unconverted calls via intelligent routing and SMS follow-ups.
Connector Guides
Housecall Pro Connector setup guide
Connector for testing Housecall Pro MAX API-key access before app-specific sync workflows are enabled.
Vulcan Score Guides
CRM Business Units, Job Types, and data mapping for Vulcan Score
Set up ServiceTitan or Housecall Pro so Vulcan Score can separate service, sales, install, trades, locations, callbacks, and source-data confidence.
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.