Help Center
Front-desk notebook — quick answers for everyday questions.
Practical guidance written for the people who review calls, approve bookings, and set the rules. Not a generic FAQ.
Getting started
Set up your workspace, connect your first channel, and understand the basics.
Call rules
How CallPorch decides what to ask, what to capture, and when to hand off.
Booking and calendar
Slot holds, calendar syncing, and what happens when availability changes.
SMS follow-up
Consent, message content, opt-outs, and how staff approve texts before they send.
Staff review and safety
Review queues, escalation rules, audit trails, and when human judgment is required.
Integrations and data
Connecting your tools, importing data, exporting records, and managing access.
Don't go live until your team has reviewed at least 5 test calls.
CallPorch is powerful, but it's not magic. Every practice has different caller expectations, service lines, and urgency signals. Use "Review before activation" mode to run real calls through the system — your own phone, your own scripts — and verify the output before callers see it.
- Test with your own phone — call after hours and see what happens.
- Review the transcript accuracy — names, numbers, and intent.
- Check the SMS draft before it would have sent — tone, content, consent.
- Walk through the staff review screen with your team.
Activation checklist
- 1Phone number connected
- 2Calendar synced
- 3Playbook drafted
- 45+ test calls reviewed
- 5SMS templates approved
- 6Staff trained on review queue
- 7Escalation contacts set
- 8Consent scripts configured
Still have a question?
Our support desk is staffed by people who know the product.
We don't outsource to a generic help desk. When you write support@callporch.co, your message goes to someone who has reviewed calls, set up playbooks, and handled real escalation scenarios. We aim to reply within one business day.