Let's start with the basics so we can set up your Contact Center account correctly.
👥 Step 2 of 7
Your Team Structure
Tell us about your agents and supervisors so we can configure seats, permissions, and reporting correctly.
📞 Step 3 of 7
Call Type & Volume
Understanding your call patterns helps us configure the right dialer settings and capacity for your operation.
💰 Sales / Lead Generation
🏦 Collections / Debt Recovery
🔄 Customer Win-Back / Reactivation
📋 Surveys / Market Research
📅 Appointment Setting
🛎️ Customer Service / Support
💡 Compliance Note: Outbound dialing campaigns must comply with TCPA and applicable state regulations. CVT's compliance team will review your setup and provide guidance on DNC list management and calling hour restrictions.
🔢 Step 4 of 7
Phone Numbers & Caller ID
Configure your inbound numbers and outbound caller ID strategy for maximum answer rates.
Local presence dialing can increase answer rates by up to 4x.
⚙️ Step 5 of 7
Features & Integrations
Select the features and tools your contact center needs. We'll configure everything before your go-live date.
🎙️ Call recording (100% of calls)
👂 Live call monitoring (listen mode)
🗣️ Whisper coaching (supervisor speaks to agent only)
🔊 Barge-in (supervisor joins live call)
📊 Real-time supervisor dashboard
📱 SMS / text messaging
💬 Web chat
📧 Email channel
📋 Agent scripting / disposition codes
🔔 Voicemail drop (pre-recorded VM)
🧭 Skills-based routing
📈 Custom reporting & analytics
📋 Step 6 of 7
Compliance & Agent Scripts
Help us set up your agent scripts and compliance requirements. This ensures your agents deliver consistent, compliant conversations.
📜 TCPA compliance (outbound calling regulations)
🏥 HIPAA compliance (healthcare data)
💳 PCI-DSS (payment card data)
🏦 FDCPA (debt collection)
📵 DNC (Do Not Call) list management
🌍 State-specific calling regulations
TCPA requires calling between 8AM–9PM in the called party's local time zone. Some states have stricter rules.
⚖️ Compliance Note: CVT's onboarding team will review all compliance requirements before your go-live. We strongly recommend having your legal team review outbound calling practices if you are in a regulated industry.
✅ Step 7 of 7
Review & Submit
Almost done! Review your contact center configuration below, add any final notes, and submit. Our team will contact you within 1 business day.
🎯 Your Contact Center Setup Summary
🎯
Contact Center Setup Submitted!
Thank you! Our contact center configuration team will review your setup requirements and reach out within 1 business day to schedule your onboarding kickoff call.
We'll prepare a complete system configuration based on your responses before our first call so we can hit the ground running.