Engagement Hub — First-Time Setup Guide
When an Engagement Hub administrator signs in to Aventora Admin for the first time, the system may open a guided setup wizard. You can complete the steps for the safest defaults, or click Skip setup for now to go straight to the dashboard. Skipped setup is marked complete and the wizard does not appear again on login.
CRM access remains available through SSO from your admin console; this guide covers Admin → Engagement Hub setup only.
What the wizard does
The wizard ensures your account can run outreach safely:
| Step | Required? | Purpose |
|---|---|---|
| 1. Working hours | Yes | Calls and callbacks only run when you are available |
| 2. Calendar (Google / Outlook) | Skippable | Needed for appointment booking campaigns |
| 3. Caller ID verification | Yes | Your verified number appears when Hub calls leads |
| 4. Data template | Yes | Validate one CSV row and download a reusable template |
| 5. Test call | Yes | Live informational call to a second line you control |
After completion, you land on Engagement Hub → Dashboard.
To skip the wizard entirely, use Skip setup for now (top right). You can configure working hours, caller ID, calendar, and templates later under Account Settings.
Step 1 — Working hours
Path: Onboarding wizard → Working hours
- Set phone call availability for each weekday (start/end times).
- Set SMS/messaging availability if it differs from call hours.
- Click Save on each section, then Continue.
Hub stores hours per user. Outreach and callback scheduling respect these windows.
Step 2 — Connect calendar (optional)
Path: Onboarding wizard → Calendar
- Click Authorize Outlook or Authorize Google and complete OAuth in the popup.
- Or click Skip for now if you only plan informational or conversational campaigns.
You can connect a calendar later under Account Settings → Calendar.
Step 3 — Verify caller ID
Path: Onboarding wizard → Caller ID
- Enter your mobile number in international format (e.g.
+14165551234). - Click Send verification call. Twilio calls you with a verification code.
- Complete verification on the call, then click Check verification.
- Click Continue to save the number as display number and default broker phone.
This number is shown to leads when Hub calls on your behalf and is used for conversational callbacks.
Step 4 — Build your data template
Path: Onboarding wizard → Data template
- Fill in one example contact: name, phone_number, instruction.
- Click Validate example row, or Upload CSV instead (first row is validated).
- Review the preview and click Save as my template.
- Download template CSV for future bulk campaigns.
Column reference: Bulk Call CSV Guide.
Step 5 — Test call
Path: Onboarding wizard → Test call
- Enter a second phone number you can answer (must differ from caller ID).
- Edit the test message if needed.
- Click Start test call.
- Answer the phone and confirm you hear the informational message.
- When status shows complete, click Finish setup.
After onboarding
| Task | Where |
|---|---|
| Monitor activity | Engagement Hub → Dashboard |
| Upload a lead list | Engagement Hub → Bulk Call |
| Change working hours | Account Settings → Calendar / Working Hours |
| Update caller ID | Account Settings → Phone |
| Connect calendar later | Account Settings → Calendar |
Default working hours: New domains provisioned with Engagement Hub receive Monday–Friday, 9:00 AM–5:00 PM for both call and messaging availability (weekends off). Adjust in Working Hours if your schedule differs.
Aventora Calendar: If a user has no saved availability records, Domain Assistant persists the same Monday–Friday, 9:00 AM–5:00 PM window on first lookup and Hub booking offers the first remaining slot after the current local time.
Day-to-day basics: Engagement Hub Quick Guide. For deeper ops detail, see Aventora User Manual — Part 3.
Real estate trial teams: see also Real Estate Trial Guide.
Changelog
| Date | Change |
|---|---|
| 2026-08-13 | Aventora Calendar / Domain Assistant: empty availability records persist Monday–Friday 9:00 AM–5:00 PM; booking offers the first remaining slot after now. |
| 2026-07-22 | After onboarding: link to Engagement Hub Quick Guide for day-to-day basics. |
| 2026-07-05 | Analysis → Call Details: Call Logs show customer name (when stored on the engagement) with a link to the Aventora CRM person record when CRM workspace SSO is enabled and a CRM contact id is present. Person links open in a new tab with full CRM navigation (not chromeless embed mode). |
| 2026-07-03 | Admins can skip the first-login wizard; skipped setup is marked complete and does not reappear. |
| 2026-07-03 | Domain provision sets primary admin working hours to Mon–Fri 9–5 (not 24/7). |
| 2026-07-03 | Initial guide for Admin first-login onboarding wizard (working hours, calendar, caller ID, CSV template, test call). |