A get-started checklist for your team

A short list shows what's left to set up on a team, and each team on your home shows how far along it is.

New

When a team isn't fully set up yet, its dashboard shows a short checklist: connect a number, see your first transcription, adjust your preferences, invite your team, and activate a plan. Each item opens the right screen and disappears once it's done.
On your home, every team card shows its setup progress and the next step, so you can tell at a glance which team still needs attention.