Admin Setup Checklist

Get started5 min readUpdated 2026-03-14

Admin Setup Checklist

Setting up JustCall for your team? This checklist walks you through the 10 steps to go from a fresh account to a fully operational phone system. Complete them in order — each step builds on the one before it.

Available on: All plans

The 10 Steps

1. Create your account and choose a plan

Plan	Price (annual)	Best for
Team	$29/user/mo	Small teams that need calling, SMS, and CRM integrations
Pro	$49/user/mo	Teams that need a sales dialer, bulk SMS, and call monitoring
Pro Plus	$89/user/mo	Teams that want AI call scoring, sentiment analysis, and SMS bots
Business	Custom	Enterprises that need HIPAA, SSO, and dedicated support

All plans require a minimum of 2 seats. You can start with a 14-day free trial that includes SalesPro features.

2. Add your first phone number

Go to Phone Numbers and click Add Number. Select a country, number type (local, toll-free, or mobile), and area code. Your number is ready to use immediately.

Current plans include 2 free phone numbers per account. Additional numbers cost $6–$10/month each (premium regions may cost more).

3. Add credits and set up auto top-up

Go to Billing and add credits to your account. Credits cover usage beyond your bundled plan minutes: international calls, bulk SMS, voicemail transcription, and more.

Set up auto top-up now. Your account must maintain a positive credit balance at all times. A zero balance blocks all calls and messages, even if you have unused bundled minutes.

4. Set business hours for your numbers

Go to Phone Numbers, select a number, and configure its business hours. This controls when calls ring through to your team and when they go to voicemail or an after-hours message.

Set different hours for different numbers if your team covers multiple time zones or lines.

5. Set up call routing

Decide how incoming calls reach the right person. JustCall offers several routing options:

Ring all: every assigned team member's phone rings at once
Ring in order: calls go through a predefined sequence of agents
Round robin: calls rotate evenly across agents
Ring idle first: calls go to the agent who has been idle the longest
IVR phone menu: callers hear options and press a number to reach the right department

For most teams, start with "Ring all" and add an IVR later as your call volume grows.

6. Set up voicemail and greetings

Go to Phone Numbers > select a number > Custom Greetings and Recordings. Record or upload a voicemail greeting, a welcome message for callers, and hold music.

Set separate greetings for business hours and after-hours so callers know when to expect a callback.

7. Invite your team

Go to Team and click Invite Members. Enter email addresses individually or upload a CSV for bulk invitations. Each invite requires a business email domain — public email providers are not accepted.

New team members are billed on a prorated basis for the current billing cycle.

8. Assign numbers to your team

Assign each team member a dedicated number or add them to a shared number. To assign:

Go to Phone Numbers and select a number.
Add team members who should receive calls on that number.

For shared numbers, all assigned team members can answer calls and respond to messages.

9. Connect your CRM

Go to Integrations and connect JustCall to your CRM (HubSpot, Salesforce, Pipedrive, or one of 100+ other tools). Once connected, calls and messages log automatically to the correct contact record.

If you use multiple CRMs or tools, connect them all now. Each integration takes a few clicks.

10. Enable call recording and transcription

Go to Phone Numbers > select a number > Recording & Transcripts. Turn on call recording for the numbers where you need it.

AI transcription is included on all plans. Recorded calls are automatically transcribed, and you can access summaries and action items from the JustCall AI section of your dashboard. On Pro Plus and above, you also get AI call scoring and sentiment analysis.

Note on compliance: If your team calls contacts in states that require all-party consent for recording (California, Florida, and 13 others), enable call recording compliance to automatically pause recording for those calls.

After Setup

Once you complete these 10 steps, send your team the Agent Onboarding Checklist so they know how to get started. Review the Navigate the JustCall Interface article for a walkthrough of the main dashboard areas.