Getting Started
Welcome to Cordiul! This guide will help you get up and running quickly.
New user?
Make sure you've completed the sign-up process and verified your email address before getting started.
Quick Setup Checklist
1. Set Up Phone Numbers
Add a phone number to start making calls
- Go to Settings → Phone Numbers
- Click "Provision New Number" to add a phone number
- Phone numbers are automatically provisioned when you start dialing if you don't have one
- Set a primary number for outbound calls
2. Configure Your Settings
Customize your dialer and account settings
- Phone Numbers: Manage your calling numbers
- Billing: Set up payment methods and view invoices
- API Keys: Generate keys for API access
- Integrations: Connect HubSpot and other tools
3. Add Contacts
Import or create contacts to start calling
Option 1: Import from HubSpot
- Go to the Dialer page
- Click "Import from HubSpot" (or "Connect HubSpot" if not connected)
- Authorize the connection and import your contacts
Option 2: Upload CSV
- Prepare a CSV file with columns: name, phone_number, email, company
- Go to the Dialer page and use the CSV import feature
- Map your CSV columns to the required fields
Option 3: Create Manually
- Use the "Add Contact" button in the dialer
- Fill in the contact details
Your First Call
- Navigate to the Dialer page
- Select contacts from your list or create a contact list
- Choose your phone number (or let the system auto-provision one)
- Click "Start Dialing" to begin your call campaign
- During calls, you'll see contact information and can manage the call