Getting started with dialnote takes just a few minutes. You'll create an account, set up your workspace, and configure the basics so your team can start making calls right away.

Creating Your Account#

Head to the signup page to get started. You've got two options:

Sign up with email:

  1. Enter your work email address
  2. Accept the Terms of Service and Privacy Policy
  3. Fill in your first and last name
  4. Create a password (must include uppercase, lowercase, numbers, a special character, and be at least 8 characters)
  5. Click "Create Account"

Sign up with OAuth: After entering your email and accepting the terms, you can choose Google, Microsoft, or Apple authentication instead. This links your dialnote account to your existing login—no new password needed. If you later sign in with a different OAuth provider using the same email, dialnote will automatically link those accounts together.

Once your account is created, dialnote automatically sets up your workspace behind the scenes. You'll get an organization (named after you by default), a free trial subscription, and a dedicated phone infrastructure—all without any extra steps.

The Onboarding Questionnaire#

Right after signup, you'll see a six-step questionnaire about your business. You can skip it, but it's worth the two minutes—dialnote uses your answers to customize your Quick Start experience:

  1. Company info (optional) — Your website URL and business phone number
  2. Industry — Pick from healthcare, real estate, professional services, home services, retail, technology, hospitality, education, or other
  3. Use cases — What you're looking to do: never miss calls, set up a professional phone system, schedule appointments, handle customer support, capture sales leads, or cut costs
  4. Team size — Just you, 2–5, 6–10, 11–20, or 20+ people
  5. Pain points — What's not working today: missing calls, routing issues, no call tracking, too expensive, mobile/desktop sync problems, or no clear call history
  6. Feature interests (optional) — Which features you're most excited about: AI voice agents, call routing, CRM integrations, mobile app, or team management. There's also a free-text field if you've got something specific in mind.

Your answers shape which features get highlighted in your Quick Start guide. If you're struggling with missed calls, for example, dialnote will prioritize setting up AI agents and call forwarding in your onboarding tasks.

After the questionnaire, you may get the option to book a demo call with the dialnote team. This is totally optional—you can skip it and jump straight into setting things up yourself.

Configuring Your Workspace Settings#

Once you're in, the Settings area (accessible from the sidebar) lets you configure everything. Here's what you'll find:

Workspace settings (affect everyone in your organization):

Account settings (only affect you):

  • Profile info (name and timezone)
  • Password management
  • Notification preferences
  • Audio test for checking your microphone and speakers
  • Referral program

Adding Your First Phone Number#

Before you can make or receive calls, you'll need a phone number. The Quick Start guide makes this the first task for good reason—it's the foundation for everything else.

Go to Settings → Phone numbers → Add number to:

  • Search for available numbers by area code or location
  • Choose between local, toll-free, or international numbers
  • Configure business hours and after-hours behavior
  • Set up call routing and forwarding rules

See Getting Numbers for a detailed walkthrough.

Inviting Team Members#

If you're setting up dialnote for a team, you can invite members from Settings → User management. Each person gets their own login and can be assigned roles (owner, admin, or member) plus specific phone numbers with different access levels.

Invited users go through a streamlined onboarding—they skip the questionnaire and organization setup since they're joining an existing workspace. They get a focused Quick Start guide with 6 steps instead of the full 13, covering things like making a test call, importing contacts, and trying AI features.

Your Quick Start Dashboard#

Once setup is complete, you'll land on the Quick Start page. It's a guided checklist organized into five categories:

  • Essential — Get a phone number, make a test call, import contacts
  • AI & Automation — Set up and test an AI agent, review AI-generated summaries
  • Call Routing — Configure your IVR menu, set business hours, set up call forwarding
  • Team Collaboration — Invite team members, set up shared numbers, try conversation threading
  • Integrations — Connect your CRM

Steps auto-complete as you use features throughout dialnote. Some steps have prerequisites—for example, you can't make a test call until you've got a phone number.

What's Next#

With your account ready, here's what to do next:

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