Onboarding
Onboarding connects your business information, phone routing, and workspace configuration so Avidra can recover missed callers.What onboarding covers
Avidra’s setup flow includes:- activating a plan or workspace access
- choosing or verifying your Avidra number
- configuring forwarding or direct Avidra number mode
- completing call-forwarding steps
- verifying that routing works
Typical onboarding sequence
1. Activate the workspace
Before lead handling works fully, the workspace needs active access. If the workspace does not have active access, some product areas redirect to pricing or setup.2. Get your Avidra number
Avidra uses a Twilio-backed number for SMS and recovery workflows. This number is used for:- missed-call text-back
- AI SMS conversations
- manual follow-up messages
- message delivery tracking
3. Choose phone setup mode
Avidra supports two main routing modes:- Forwarding: your existing business line forwards missed calls into Avidra
- Avidra number: Avidra handles the business-facing number directly
4. Configure forwarding
If you use forwarding mode, complete the carrier-specific forwarding steps and then verify routing. Common mistake:- entering business details but never completing forwarding verification
5. Verify setup
Run the setup test so you know:- the Twilio number is active
- voice routing is correct
- inbound SMS can be handled correctly
- missed calls can enter the recovery flow
What operators should check after onboarding
After setup, confirm:- the dashboard no longer shows onboarding lock behavior
- the workspace has an active number
- call forwarding is marked as detected or verified
- a test missed call creates a lead or recovery event
- settings reflect the real business number and routing mode
If onboarding is incomplete
You may see symptoms like:- Dashboard available, but lead recovery not happening
- Conversations not appearing
- no text-back after a missed call
- setup prompts still visible in the dashboard
- tabs gated until setup is finished