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Virtisphere documentation

Search for the problem you are having, or browse by product. Nothing here assumes you have read the rest.

The CRMContacts, mail, tickets, invoices and the customer portal.EmailSend from your own domain, and set up addresses.Voice AIAn agent that answers your phone, and what it can do.Device managementSet up and manage company Macs, iPhones and Windows PCs.

If you have just signed up

Your account starts with a 30-day trial and three seats. Nothing is charged until the trial ends, and there is no contract.

  1. Sign in at https://portal.virtisphere.com/login. The address you signed up with is your username.
  2. Add the people who need access under Team, so they are not sharing a login.
  3. Add your email domain so mail comes from your own address rather than a shared one. See Add your domain.
  4. Import or add your customers under Contacts and Companies.
  5. If you bought Voice AI or the customer portal, set those up next — they are independent of each other and can be done in any order.
Two different sign-ins

Your dashboard at dashboard.virtisphere.com is where you manage your Virtisphere account, billing and Voice AI. Your CRM at crm.virtisphere.com is where you do your work. Both use the same login, and there is a link between them in the sidebar.

Getting help

Raise a ticket from Support in your dashboard and it comes straight to our team, with the whole conversation kept in one thread. For anything urgent, call (877) 588-5152.