This walks you through the tenant onboarding flow. Most of it happens with our operator team during your kickoff call — this page is so you know what to expect and what we’ll need from you.Documentation Index
Fetch the complete documentation index at: https://docs.vorel.ai/llms.txt
Use this file to discover all available pages before exploring further.
Vorel is invite-only. To start, book a demo. Once your tenant is
provisioned, your operator runs through these steps with you on a 1-hour call.
What we need from you before the call
Business basics
Business name (English + Arabic if you want bilingual), preferred URL slug (e.g.
acme-clinic),
country code, timezone, and default language (ar or en).Your vertical
One of: real estate, salon, clinic, restaurant, auto service, generic SMB. This drives the
agent’s default tone, suggested attribute keys for your offerings, and built-in safety phrases.
Primary contact
Email of the person on your team who’ll have the operator role inside Vorel. They’ll receive an
invite via Clerk.
CRM (if you use one)
Which CRM, and either (a) the credentials we’ll connect via OAuth on the call (HubSpot,
Salesforce, Zoho), or (b) the API credentials your team will provide for form-based connections
(Mindbody, Tekmetric, Athenahealth, Odoo, custom webhook).
Voice number preference
Either we provision a Telnyx UAE number from our pool (fastest), or we work with you on porting
your existing number (longer; ~2-4 weeks).
What happens on the kickoff call
Your Vorel operator walks through these 10 steps live with you. Total time: 1-2 hours.Step 1 — Create your tenant
Step 1 — Create your tenant
Your operator creates your Vorel tenant via our admin console. The vertical pack you picked
seeds your persona, suggested attributes, and handoff rules.
Step 2 — Claim your voice number
Step 2 — Claim your voice number
A Telnyx UAE number from the pool is bound to your tenant. Calls to it route to Vorel’s voice
infrastructure.
Step 3 — Configure persona, hours, handoff rules
Step 3 — Configure persona, hours, handoff rules
Your operator walks you through the agent’s name, tone, signature phrases, forbidden phrases,
working hours (with timezone), and what triggers a human handoff.
Step 4 — Tenant-specific tuning (optional)
Step 4 — Tenant-specific tuning (optional)
If you have specific brand-voice rules, want to disable specific tools (e.g. CRM-write if your
CRM is read-only), or want a stricter set of forbidden phrases, your operator configures them
here.
Step 5 — Connect your CRM
Step 5 — Connect your CRM
OAuth flow or form-based credential entry depending on your CRM. We test the connection live; if
it doesn’t work, we troubleshoot together.
Step 6 — Per-tenant cost setup
Step 6 — Per-tenant cost setup
For voice tenants, your operator captures your Telnyx DID rental cost from the most recent
invoice so your monthly cost rollup is accurate.
Step 7 — Invite your team
Step 7 — Invite your team
Your primary contact gets a Clerk invite to your tenant org. They sign in, accept, and land on
/inbox with the role you picked (admin / agent / viewer).Step 8 — Issue an API key (if you'll use the API)
Step 8 — Issue an API key (if you'll use the API)
If you plan to integrate Vorel programmatically (n8n workflows, custom dashboards, mobile app),
your team member issues their own API key from
/(dashboard)/settings/integrations/api-keys and
pastes it into their integration tool.Step 9 — Smoke test end-to-end
Step 9 — Smoke test end-to-end
Your operator calls your number. The agent should answer, qualify, and either book or escalate
per your rules. We verify the call lands in
/inbox + the lead lands in your CRM. Repeat for
chat if you’ve connected WhatsApp.Step 10 — Flip live
Step 10 — Flip live
Your operator stamps the “live” gate. From this moment, your team’s
/inbox shows real customer
traffic.After the kickoff call
Day 2 — first day of conversations
Check
/(dashboard)/analytics — QA scores in expected range? Hallucination flags clean? Handoff
rate looks normal? Anything weird, ping your operator.Day 7 — first week of traffic
Your operator schedules a check-in. Adjust prompts, tighten rules, refine handoffs based on what
real customers asked.
Day 30 — first month
Cost rollup is fully populated. Your operator reconciles vendor invoices and sends you the first
month’s invoice (until our Stripe billing model lands).
Ongoing
Operator-driven changes any time. The platform evolves with new vertical packs, new CRM drivers,
and new product features — see the changelog.
What you do day-to-day
After Day 1 you mostly just live inapp.vorel.ai/inbox:
- Pick up escalations when the agent hands off a conversation (your handoff rules dictate when).
- Reply manually when you want to take over a conversation entirely (your team-member role determines whether you can).
- Watch the analytics weekly to see how the agent is performing.
- Tell your operator when you want adjustments, new features, or have new requirements.