Vocue documentation

1. Getting started

Start a 14-day free trial — no credit card required. Most teams are dialing within the hour.

1. Create your organization at app.vocue.io and invite your reps. Each rep gets their own login; you manage the whole team from one org dashboard.
2. Install the Vocue Chrome extension from the Chrome Web Store. It adds Vocue's signal panel and call cards directly inside your CRM.
3. Connect Close via OAuth. In the Vocue portal, go to Integrations → Close → Connect. You'll approve Vocue's access in Close (read/write on leads, contacts, and activities). Your Close API key also works as a fallback, but OAuth is recommended — it stays connected automatically.
4. Set up your numbers. Your plan includes 5 phone lines. Vocue handles registration and spam-certification paperwork for you.
5. Configure your morning digest. Choose a send time (default 7:30am in your timezone), who receives it, and which signal categories to include. You'll get it every morning before standup.

2. Your daily workflow

Vocue's whole pitch is simple: every lead arrives with the reason to call today. One thing that changed, one event to reference at a personal level — setting the tone of the relationship from the first hello. No five-minute research scramble — whether it’s a brand-new lead or one you’ve touched before.

1. Morning digest email. Before your day starts, you get a prioritized lead list grouped by signal category — funding, hiring surges, leadership changes, technographic shifts — with the trigger behind every name.
2. Signals in Close. The same alerts land directly on your Close lead and contact records, so the context is there wherever your reps work.
3. Work the queue. Open the Vocue extension to see today's prioritized list. Each lead opens as a call card: the signal, recent activity, talk track, objection handling, proof points, and outreach drafts — everything a rep needs for a relevant first call.
4. Dial, then move on. Calls, recordings, and outcomes log themselves back into Close automatically. No manual data entry, no end-of-day CRM catch-up.

Outreach drafts

Vocue can draft emails and SMS grounded in the signal and CRM context. Drafts are created in Close for your review — nothing is ever sent automatically. Check names, dates, roles, and cited claims before you hit send.

3. The parallel dialer

Five lines dial your prioritized list simultaneously. Answering-machine detection runs on every call, so reps only talk to humans — voicemails get a personalized drop and the dialer moves on.

• One click to start a session from the queue. The dialer works down your list; you just talk.
• Live call card on every connect — the signal, talk track, and objection cards stay on screen while you speak.
• Disposition each call (connected, voicemail, bad number, follow-up…) and it writes straight to Close with the recording attached.
• Every call is recorded. Recordings are stored with the call record in Close and in your Vocue portal.

4. AI SDR add-on

Add an AI voice SDR that works your prioritized list autonomously — qualifying prospects and booking meetings while your humans handle the conversations that matter.

1. Consent first, always. The first call to any lead is always made by a human rep, who asks for permission for AI follow-up calls. Only leads with confirmed written consent can ever receive AI calls — the dialer enforces this automatically before every dial.
2. Clone your rep's voice. During onboarding, each rep records a short sample so the AI SDR speaks in their voice. Every AI call opens with a short disclosure that it's an AI assistant calling on their behalf.
3. Let it work the list. The AI SDR calls consented leads, qualifies them against your criteria, books meetings to your calendar, and writes every note and transcript back to Close.
4. Set a spend cap. You control the maximum monthly AI spend per organization. Usage stops at the cap — no surprise bills.

5. Plans, minutes & credits

• Vocue Pro — $149/month per organization. Includes 600 human talk-minutes, 5 phone lines with local presence, adaptive parallel dialing with human/machine/fax detection, and the daily intelligence digest. Extra minutes: $30 per 500-minute block.
• AI SDR add-on — $49/month (requires Vocue Pro). Includes 2,000 AI credits per month (about 200 AI talk-minutes at 10 credits per started minute). Top-ups: $30 per 2,000 credits, with optional auto top-up.
• Human minutes and AI credits are tracked in separate wallets and never mix. Credits don't roll over.
• Your trial is 14 days, no credit card. Add a card before it ends or dialing pauses (your data is kept).

6. Evidence and data quality

Every signal links to the source evidence that triggered it. If a source describes a client's event rather than the monitored company's own event, report it for review.

• Don't rely on a headline alone — open the source.
• Distinguish the subject company from advisers, law firms, and partners.
• Use signal history to tell whether an event is new or previously observed.

7. Need help?

Email support@vocue.io with the affected company or contact, the approximate time, what you were doing, and a screenshot that doesn't contain credentials.

Open Vocue Support