Master EVO with Video Tutorials

Learn how to create a new Customer in EVO Voice — the grouping that ties together endpoints, billing, and call data for a company or team. This video covers navigating to the Customers section, adding Customer Fields like custom messages and tags, and assigning those fields to personalize call flows for each account.

Create a new answering service Center in HostedSuite — the top-level entity that holds all your clients, operators, and configuration. This video shows how to navigate to Organization > Centers, fill in center details like name, address, and default settings, and save it so you can start adding clients.

Get started with Live Answer — EVO's real-time chat solution. This video covers embedding the chat widget on your website, customizing its appearance and branding, setting up operator routing rules so chats reach the right agents, creating canned responses for common questions, and testing the widget end-to-end.

Walk through purchasing a DID (phone number) directly within EVO Voice, provisioning it to your account, and configuring it as an endpoint. You'll see how phone numbers trigger voice Flows for inbound calls and chat Flows for SMS, and how to assign a Flow and Customer to the new number.

Add employee and staff contacts for a client company using the Contact form. Covers navigating to Organization > Contacts, searching for the parent client, entering contact details across the General tab (name, title, department), and configuring delivery methods like phone, email, and SMS for message dispatch.

Set up a data-only user endpoint that functions as a dedicated voicemail box — perfect for departments, shared mailboxes, or clients who need voicemail without a physical phone line. Covers creating the endpoint, configuring voicemail greetings, and adding email recipients so voicemail notifications are delivered automatically.

Build customizable intake forms that operators fill out during live calls to capture structured caller information. Learn how to access the Forms section, add fields like text inputs, dropdowns, and checkboxes, set required fields, and associate the form with a specific client so operators see it during screen pops.

Create a User endpoint for physical deskphones, softphones, or SIP devices like Polycom and Yealink. This video walks through adding the user in the Endpoints section, entering SIP credentials, setting an extension number, and registering the device so it can make and receive calls through EVO Voice.