Getting Started: Your First Week on Momo Pulse

This guide walks you through setting up Momo Pulse from scratch — registering, purchasing your first number, placing your first call, sending your first message, and going live.

Day 1: Register & Fund Your Workspace

Create Your Account

1. Go to the registration page and create your workspace
2. You'll be assigned the Owner role automatically with full access
3. Complete the onboarding tour to familiarize yourself with the interface

Fund Your Wallet

1. Navigate to Billing from the account dropdown
2. Click Top Up and add funds using Mobile Money or Card
3. Minimum top-up is TZS 1,000
4. Set up Auto-Recharge (Billing > Auto Recharge) so you never run out mid-operation

Day 2: Get Your First Number

1. Go to Numbers from the main menu
2. Browse the Marketplace tab — you'll see available numbers with pricing and capabilities
3. Click "Get Number" on one that fits your needs
4. Configure initial settings: enable AI agent, set recording defaults
5. Your number is now active and can receive inbound calls

Day 3: Place Your First Call

1. Open the Call Studio from the dashboard or Calls > Call Studio
2. Go to the Make Call tab
3. Enter a destination number, select your purchased number as the "From" number
4. Choose transport (SIP), recording preference, and optionally an AI agent
5. Click Place Call — you're now in a live call from your browser
6. Test forwarding and ending to make sure controls work

Day 4: Connect WhatsApp & Send Messages

Connect WhatsApp

1. Go to Communications > Settings
2. Complete the WhatsApp Embedded Signup to connect your Meta Business Account
3. Verify by sending a test message and checking the inbound reply arrives in your inbox

Send Your First Message

1. Go to Communications > Quick Send
2. Select WhatsApp or SMS, enter a recipient, type your message
3. Click Send and check delivery status

Set Up Templates

For WhatsApp outbound beyond the 24-hour window:

1. Go to Communications > Templates > Create
2. Author a template with variables and submit for Meta approval
3. Once approved, use it in campaigns and quick sends

Day 5: Add Your Team

1. Go to Agents > Manage > Human tab
2. Click "Add Human Agent" for each team member
3. Set their role (Manager, Agent, or Viewer) — this controls what they can see and do
4. They'll receive a welcome email with login credentials
5. Review permissions in Settings > Roles & Permissions to ensure access is correct

Set Up Ring Groups

If you have multiple agents:

1. Go to Ring Groups from the Calls menu
2. Create a group, add members, and choose a strategy (simultaneous or sequential)
3. Assign your phone number to this ring group from the number's config page

Day 6: Set Up Automation

Create an AI Agent

1. Go to Agents > Manage > AI tab
2. Click "Add AI Agent" and configure voice, model, and instructions
3. Add tools if the AI needs to look up data or take actions
4. Click Apply Changes to sync

Build an IVR Flow

1. Go to Agents > IVR Workspace
2. Create a new flow with menu nodes, decisions, and dispatch actions
3. Validate and Simulate before publishing
4. Assign the flow to your phone number

Day 7: Go Live

Pre-Launch Checklist

• At least one phone number is purchased and configured
• Wallet has sufficient balance with auto-recharge enabled
• Team members are added with correct roles
• Inbound calls route correctly (test with a real call)
• WhatsApp channel is connected and templates are approved
• Recording and transcription are configured as needed
• Ring groups or IVR flows are assigned to numbers
• Dashboard shows live call metrics

Monitor from the Dashboard

Your dashboard shows:

• Live Command Center — real-time ringing, in-progress, and total call counts
• KPI Cards — total calls, waiting calls, dropped calls, phone numbers, wallet balance
• Call Studio — one-click access to the full call operations panel

You're live. Start taking calls, responding to messages, and building from here.

Where to Go Next