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workmylist

Help centre

Guides & how-tos

Short, practical walkthroughs for running workmylist day to day. New here? Start with the quick start — it gets you to your first calls and explains why you begin small.

Quick start

From a fresh account to your first calls in five steps — and why you start small.

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Install the app

Add workmylist to your phone's home screen — a proper app icon and full-screen access, no app store.

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Campaigns

Journeys vs triggered programs — how each works and when to use them.

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Settings

What each setting does — the agency name, the AI's name, and call transfers.

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Premium plan

Bring your own number, a virtual line, an inbound receptionist, and branded texts — what Premium adds and why it takes a little setup.

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Compliance & privacy

Recording, AI disclosure, DNCR, calling hours, and deletion requests — what's enforced and where to see it.

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Can't find what you need? Get in touch.