New users home

Find your role within the PureCloud organization in the Role column and click the links in the Get Started column. You’ll find information here to prepare for your implementation and to get everyone on your team ready for the migration.

Role Tasks Get started
All users

PureCloud onboarding

Self start: PureCloud onboarding steps

PureCloud onboarding checklist
Administrators are responsible for daily operation, user and group administration, call flow setup, configuration changes, usage policies, and collection of materials needed by PureCloud Support like conversation IDs or console logs.

Set up telephony

Telephony connection options overview

About telephony
  • Add people
  • Assign roles
  • Add groups
  • Add locations
  • Add workspaces for document sharing
 Get started administering PureCloud
Set up auto attendant call flows (Architect)

Create a flow

Get started with the Architect tutorial
Business users use collaborative features such as chat, video conference, directory search, calls, and document sharing.
  • Complete a profile
  • Set contact options
  • Download desktop and mobile apps

Get started collaborating
Contact center agents perform inbound and outbound customer interactions by phone, email, or chat. They are responsible for joining queues, annotating recordings, viewing evaluations, and assigning wrap-up codes.
  • Add an agent name and image for web chats
  • Select a phone
  • Select queues
  • Go on and off queue
  • Complete interactions
  • Request assistance
  • View the performance dashboard

Get started (agents)
Contact center managers are responsible for configuring and executing contact center activities such as outbound dialing campaigns, scripts, quality evaluations, and workforce management schedules.
  • Complete the Planning Guide
  • Create queues
  • Create wrap-up codes
  • Create call flows
  • Add schedules 
  • Configure IVR routing
  • Set up agents
 Get started administering PureCloud contact center

More resources