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Callware Operator Runbook
This page is the production playbook for customer onboarding, operations, and go-live checks.
Customer onboarding in under 10 minutes
Step 1
Sign in and set your forwarding number.
Step 2
Hire one calling agent.
Step 3
Buy one dedicated number for that agent.
Step 4
Top up credits.
Step 5
Upload leads and launch campaign.
Managed mode is the default product path.
Provider credentials stay server-side only.
Customers operate through agents, numbers, and credits.
Credit packs are fixed: 30, 60, 90, 140, 200.
Dedicated number purchase is tied to a caller agent.
Billing events are recorded and visible in Billing history.
Campaigns run with queue and status tracking.
Callbacks are auto-scheduled when requested by the lead.
Recordings and transcripts are logged per call when enabled.
Opt-out and suppression handling are built in.
Quiet-hours controls prevent late-night dial attempts.
Compliance export/delete tools are available in Settings.
Troubleshooting
No call is starting
Check that agent has a dedicated number, credits are available, and forwarding number is set.
Voice test fails
Open Settings and verify TTS health status. If unavailable, keep default provider enabled.
Payment completed but credits not visible
Refresh Billing tab and verify payment capture status in order history.
Scheduled campaign did not dispatch
Confirm cron endpoint is active and CRON_SECRET is configured in deployment env.
Final launch check
Confirm: auth, credits, number activation, test call, and callback scheduling.