Setting up Spinoco is straightforward when you follow the right sequence. Use this guide to learn how to get your workspace live, connect your channels, and configure calling, templates, feedback, and reporting.
Complete these steps before anyone can use Spinoco. This stage covers the foundational configuration — licenses, team members, and skills — that everything else depends on.
Covers how to download and install the Spinoco application on your Windows computer. Follow these steps to get the app running before you start taking calls or managing tasks.
Learn what Spinoco is and how it brings calls, emails, chat, and tasks into one place. This is your starting point for understanding how the platform works before diving into setup..
Before you can invite anyone, you need to understand how licenses work in Spinoco and how many you have available. Start here to avoid running into limits mid-setup.
Learn how roles and permissions control what your team members can see and do in Spinoco.
Covers the core mechanics of inviting new team members, editing their details, and removing access when needed. This is your day-to-day reference for team management.
Skills tell Spinoco which team members can handle which types of tasks. Set these up right away — without them, tasks won't route correctly from day one.
During initial setup, you'll often realize someone is in the wrong team. This guide walks you through moving them without disrupting anything else.
Deactivating a team member is how you remove access without permanently deleting their history or data. Understand how this works before you go live, not just when someone leaves.