Setting up CallerWave for Your Team

CallerWave works best when your whole team can collaborate. Here’s how to get everyone set up quickly.

Step 1: Invite your team

1. Log in to your CallerWave account.
2. Go to Team Settings.
3. Enter the email addresses of the people you’d like to invite.
4. They’ll receive a simple email invitation to join.

📌 If they don’t see the invite, remind them to check spam or contact us at support@callerwave.ai.

Step 2: Assign access

Not everyone needs the same level of access. CallerWave makes it easy:

• Owner — full control, including billing and team management.
• Manager — can create campaigns, review calls, and oversee results.
• Viewer — can see call activity and reports without making changes.

You can update roles anytime in Team Settings.

Step 3: Personalize your workspace

• Add your company name and details.
• Upload a logo (optional) to give your dashboard a branded feel.
• Adjust notification preferences so your team stays updated on call progress.

Step 4: Work together

With your team set up, you can:

• Share call campaigns and track results together.
• Review call logs, transcripts, and recordings side by side.
• Keep everyone aligned on performance and outcomes.

Need help?

Our team is here to make setup smooth and easy. 📩 Just email support@callerwave.ai and we’ll walk you through it.

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