Onboarding

New to Traise? Start here. This section walks you through your first login, profile configuration, notification preferences, and a short checklist to confirm everything is ready before you handle your first client interaction.

Welcome & first loginHow to log in for the first time and what to expect.

Your profileName, photo, signature, and personal preferences.

NotificationsDesktop, email, and in-app notification settings.

First-day checklistConfirm you're set up before taking your first call.