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What Callaro does in the web app

Callaro dashboard with Getting started checklist and main navigation. What the static image should show: The Overview dashboard for a tenant user, including the Getting started checklist block if not dismissed. 1440×900, redact PII. This article describes only what exists in the Callaro web application today. For broader marketing claims, use the public website.

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What you see after you sign in

The tenant sidebar (Pro) is grouped in the app as:
  • Monitor — Overview (Dashboard), Call logs, Contacts (Pro)
  • Outreach — Campaigns, Follow-ups, Follow-up rules
  • Build — Agents, Call Analysis Prompts (Pro), Knowledge Base, Tool library, Platform rules
  • Connectivity — Phone numbers, Telephony
  • Admin — Users (when your role may manage users), Usage, Billing, Invoices, API keys
Non-Pro tenants may not see Contacts and some Build items; the shell gates those entries. MEDIA: VIDEO — Short tour: expand each sidebar group once, end on Campaigns or Call logs. What the video should show: Chapters aligned to Monitor → Outreach → Build → Connectivity → Admin; no invented features. Caption: “Navigation only—your roles and plan may hide items.”

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Getting started (in the app)

  • The Getting started page shows the full checklist.
  • The same onboarding checklist data appears on the Dashboard under Getting started when not dismissed, loaded from the server; steps are not hard-coded in the client — they follow your context (tenant / partner / platform).
MEDIA: GIF — Open Getting started from the nav, expand View checklist, scroll one group. What the GIF should show: Checklist expand/collapse and at least one step row (completed vs open). Under ~8s. Copy on the page: “Track every step required to go live. Steps auto-complete when we detect the action has been done.”

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How to use this section of the KB

  1. Start with Setting up your account (profile, tenant, billing areas in the app).
  2. Follow Your first campaign — the new-campaign wizard.
  3. For external systems (CRM, Zapier-style automation), see Integrations in the web app and Developers — not generic CRM setup articles.