> For the complete documentation index, see [llms.txt](https://atlas.anywhere.now/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://atlas.anywhere.now/readme.md).

# Start with Dialogue Cloud Neo

Choose the right Dialogue Cloud Neo guidance for your role and task.

Atlas is the documentation portal for Dialogue Cloud Neo.

Choose the route that matches your role and what you need to do. If you are preparing a customer environment, first choose between a new deployment and an existing-customer upgrade.

<button type="button" class="button primary" data-action="search" data-icon="magnifying-glass">Search…</button>

## Set up a customer environment

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td><h4>New deployment</h4></td><td>Choose a deployment model, prepare the environment, onboard the customer, and establish telephony</td><td><a href="/set-up-dialogue-cloud-neo/initial-setup.md">Setup overview</a></td><td><a href="https://379795229-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8itFXJdndqu1dclywEFc%2Fuploads%2Fgit-blob-896a81c6a8b58f0b23b5fe0c18b109c6bfcbafa1%2Fatlas-card-initial-setup.jpg?alt=media">atlas-card-initial-setup.jpg</a></td></tr><tr><td><h4>Existing-customer upgrade</h4></td><td>Start with the canonical upgrade path, then complete the setup work that applies to the customer</td><td><a href="/onboard-or-upgrade/neo-update-existing-customers.md">Upgrade an existing customer</a></td><td><a href="https://379795229-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8itFXJdndqu1dclywEFc%2Fuploads%2Fgit-blob-316c4af0453dd9fae4e0aa0d4aeadc6aef4e777c%2Fatlas-card-operate.jpg?alt=media">atlas-card-operate.jpg</a></td></tr></tbody></table>

## Choose by role

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td><h4>Partner or administrator</h4></td><td>Use <a href="/set-up-dialogue-cloud-neo/initial-setup.md">Initial setup</a> for customer onboarding. For repeatable provisioning and ongoing product administration, go to <a href="https://atlas.anywhere.now/platform-administration/">Platform administration</a>.</td><td><a href="/set-up-dialogue-cloud-neo/initial-setup.md">Setup overview</a></td><td><a href="https://379795229-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8itFXJdndqu1dclywEFc%2Fuploads%2Fgit-blob-26826b95a8f37f69c7d77b61103bbc6ca25ea56f%2Fatlas-card-role-partner-administrator.jpg?alt=media">atlas-card-role-partner-administrator.jpg</a></td></tr><tr><td><h4>Contact-center builder</h4></td><td>Use <a href="https://atlas.anywhere.now/contact-center-configuration/">Contact center configuration</a> to configure people, queues, routing, reusable assets, and callflows. Use <a href="https://atlas.anywhere.now/channels-integrations/">Channels &#x26; integrations</a> to connect channels, providers, CRM, CTI, workforce management, and related integrations.</td><td><a href="https://atlas.anywhere.now/contact-center-configuration/">Contact center configuration</a></td><td><a href="https://379795229-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8itFXJdndqu1dclywEFc%2Fuploads%2Fgit-blob-edadf8abbdf34a293058d3195421ff985abe0ad8%2Fatlas-card-role-contact-center-builder.jpg?alt=media">atlas-card-role-contact-center-builder.jpg</a></td></tr><tr><td><h4>Agent or supervisor</h4></td><td>Go to <a href="https://atlas.anywhere.now/use/">Use the apps</a> for daily conversation handling, supervision, and reporting tasks.</td><td><a href="https://atlas.anywhere.now/use/">Use the apps</a></td><td><a href="https://379795229-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8itFXJdndqu1dclywEFc%2Fuploads%2Fgit-blob-4998547acab245bce91e79176b3d0dc94006ff8c%2Fatlas-card-role-agent-supervisor.jpg?alt=media">atlas-card-role-agent-supervisor.jpg</a></td></tr><tr><td><h4>Developer</h4></td><td>Go to <a href="https://atlas.anywhere.now/developer-docs/">Developer docs</a> for authentication, APIs, events, and integration guidance.</td><td><a href="https://atlas.anywhere.now/developer-docs/">Developer docs</a></td><td><a href="https://379795229-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8itFXJdndqu1dclywEFc%2Fuploads%2Fgit-blob-b0e377f7303cfee9bb33074251dc052e0a353b61%2Fatlas-card-role-developer.jpg?alt=media">atlas-card-role-developer.jpg</a></td></tr><tr><td><h4>Security Officer</h4></td><td>Start with <a href="/operate/readme.md#security-and-compliance">Security and compliance</a> for existing authentication, permissions, regional data, and retention guidance. Request assurance documents or submit a security questionnaire through your partner, who coordinates with AnywhereNow.</td><td><a href="/operate/readme.md#security-and-compliance">Operate &amp; support</a></td><td><a href="https://379795229-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8itFXJdndqu1dclywEFc%2Fuploads%2Fgit-blob-47d344950d15cb8f6f3d4ae98d5563e267c45709%2Fatlas-card-role-security-officer.jpg?alt=media">atlas-card-role-security-officer.jpg</a></td></tr><tr><td><h4>Reporting Analyst</h4></td><td>Use <a href="/use/readme.md#monitor-and-report">Monitor and report</a> to choose between Dialogue Workspace, Dialogue Insights, and the customer-managed Power BI Template, then follow the access and setup guidance for that tool.</td><td><a href="/use/readme.md#monitor-and-report">Use the apps</a></td><td><a href="https://379795229-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8itFXJdndqu1dclywEFc%2Fuploads%2Fgit-blob-55c86af045ce13b18eda318ae28e8c0ee493879b%2Fatlas-card-role-reporting-analyst.jpg?alt=media">atlas-card-role-reporting-analyst.jpg</a></td></tr><tr><td><h4>Support Engineer</h4></td><td>Start with <a href="/operate/monitor-and-troubleshoot/diagnostics-logs.md">Diagnostics and logs</a> for symptom-based investigation and evidence collection, then follow the applicable support model.</td><td><a href="/operate/monitor-and-troubleshoot/diagnostics-logs.md">Diagnostics and logs</a></td><td><a href="https://379795229-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8itFXJdndqu1dclywEFc%2Fuploads%2Fgit-blob-54915b5abee57d0b474ec559bac413b232327b90%2Fatlas-card-role-support-engineer.jpg?alt=media">atlas-card-role-support-engineer.jpg</a></td></tr></tbody></table>

## Browse Atlas

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td><h4>Understand the product</h4></td><td>Learn the terminology used throughout Atlas</td><td><a href="/key-terms.md">Key terms</a></td><td><a href="https://379795229-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8itFXJdndqu1dclywEFc%2Fuploads%2Fgit-blob-1a62dd245c7dfa774396633697a9bef7df668aae%2Fatlas-card-getting-started.jpg?alt=media">atlas-card-getting-started.jpg</a></td></tr><tr><td><h4>Platform administration</h4></td><td>Provision and manage platform services and administrative applications</td><td><a href="https://atlas.anywhere.now/platform-administration/">Platform administration</a></td><td><a href="https://379795229-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8itFXJdndqu1dclywEFc%2Fuploads%2Fgit-blob-d5737f6ef505db78706c0ef1286a090cbab2eefe%2Fatlas-card-administration.jpg?alt=media">atlas-card-administration.jpg</a></td></tr><tr><td><h4>Contact center configuration</h4></td><td>Configure people, queues, routing, reusable assets, callflows, and outbound dialing</td><td><a href="https://atlas.anywhere.now/contact-center-configuration/">Contact center configuration</a></td><td><a href="https://379795229-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8itFXJdndqu1dclywEFc%2Fuploads%2Fgit-blob-d5737f6ef505db78706c0ef1286a090cbab2eefe%2Fatlas-card-administration.jpg?alt=media">atlas-card-administration.jpg</a></td></tr><tr><td><h4>Channels &#x26; integrations</h4></td><td>Configure channels, providers, CRM, CTI, and other integrations</td><td><a href="https://atlas.anywhere.now/channels-integrations/">Channels &amp; integrations</a></td><td><a href="https://379795229-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8itFXJdndqu1dclywEFc%2Fuploads%2Fgit-blob-d5737f6ef505db78706c0ef1286a090cbab2eefe%2Fatlas-card-administration.jpg?alt=media">atlas-card-administration.jpg</a></td></tr><tr><td><h4>Use the apps</h4></td><td>Find task guidance for agents, supervisors, attendants, and reporting users</td><td><a href="https://atlas.anywhere.now/use/">Use the apps</a></td><td><a href="https://379795229-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8itFXJdndqu1dclywEFc%2Fuploads%2Fgit-blob-5abc1d453f21d67beb5edff243c1de65d206a1cc%2Fatlas-card-using-apps.jpg?alt=media">atlas-card-using-apps.jpg</a></td></tr><tr><td><h4>Operate &#x26; support</h4></td><td>Monitor health, maintain services, diagnose issues, and escalate</td><td><a href="https://atlas.anywhere.now/operate/">Operate &amp; support</a></td><td><a href="https://379795229-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8itFXJdndqu1dclywEFc%2Fuploads%2Fgit-blob-316c4af0453dd9fae4e0aa0d4aeadc6aef4e777c%2Fatlas-card-operate.jpg?alt=media">atlas-card-operate.jpg</a></td></tr><tr><td><h4>Developer docs</h4></td><td>Implement integrations with APIs, events, and authentication guidance</td><td><a href="https://atlas.anywhere.now/developer-docs/">Developer docs</a></td><td><a href="https://379795229-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8itFXJdndqu1dclywEFc%2Fuploads%2Fgit-blob-8566d69139c89b5967b32c2f46548c75f5787c5c%2Fatlas-card-api-developer.jpg?alt=media">atlas-card-api-developer.jpg</a></td></tr><tr><td><h4>Product reference</h4></td><td>Consult terminology, limits, FAQ, and focused reference material</td><td><a href="https://atlas.anywhere.now/product-reference/">Product reference</a></td><td><a href="https://379795229-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8itFXJdndqu1dclywEFc%2Fuploads%2Fgit-blob-f425af6174c69c5c641f7744f0fdd397286ea512%2Fatlas-card-resources.jpg?alt=media">atlas-card-resources.jpg</a></td></tr></tbody></table>


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