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Audience

  • New users in onboarding
  • Workspace owners/admins completing first activation

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Prerequisites

  • You can access https://platform.voqo.ai.
  • You can create an account or sign in.
  • Your Clerk account includes a phone number.

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Role and plan requirements

  • Minimum role: Workspace admin or owner for first-time workspace setup.
  • Plan notes:
    • Core onboarding and first call should work on supported entry plans.
    • Some advanced features (workflows/automation) are plan-gated and not required for this quick start.

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Steps

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1) Create account and complete invitation (if joining a team)

  1. Go to platform.voqo.ai.
  2. Choose Sign up for a new workspace, or use your invitation link if joining an existing team.
  3. Complete verification and sign in.
If your team invited you first:
  • Use the same email address that received the invitation.
  • If you leave the invitation page and sign up later from the normal sign-up screen, Voqo still matches that email to your pending invitation and completes the invited account.
Expected in-product signal:
  • You are routed into the onboarding flow or your workspace dashboard.

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2) Complete the one-step onboarding flow

  1. Open https://platform.voqo.ai/onboarding.
  2. Enter your organisation name and workspace name.
  3. Select Continue.
Expected in-product signal:
  • You are redirected to /agents and your default workspace and default agent are ready.

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3) Confirm what was created for you

After the single onboarding step, Voqo creates:
  • your user record
  • a default organisation
  • a default workspace
  • a default agent
  • a Stripe customer
Expected in-product signal:
  • Your agent is visible in the Agents area immediately after signup.
What is not created during signup:
  • no active subscription
  • no purchased phone number
  • no call-forwarding setup

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4) Continue activation later when you are ready

  1. Open the Agents area to review your default agent.
  2. Add billing and subscribe from the existing in-app billing flow when you are ready.
  3. Purchase and connect a number from the existing number/agent setup surfaces when you want to start handling live calls.
  4. Follow the in-app setup guide from the Agents area. Your completed guide steps stay with your account, and unfinished steps reopen the next time you sign in.

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Expected result

After completing this page, a first-time user should be able to:
  • Set up account/workspace access.
  • Land in the protected app with a default agent already provisioned.
  • Continue billing and number setup later from the main product surfaces.

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Troubleshooting

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Onboarding page does not complete

  • Refresh the onboarding page and retry the current step.
  • Confirm you are in the correct workspace and signed-in account.
  • Confirm both name fields are filled in.

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I do not see a phone number yet

  • That is expected after signup.
  • New-user onboarding now creates your user, workspace, default agent, and Stripe customer only.
  • Purchase and connect a number later from the app when you are ready for live calling.

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I need to start handling calls now

  • Finish billing/subscription setup from the app.
  • Purchase a number and complete your forwarding setup.
  • Then run your first live-call validation.
If unresolved, contact support@voqo.ai and include workspace ID, agent ID, call timestamp, and screenshot/error message. Agent Settings