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Getting started

Beginner

The toolbar popup

The small popup behind the Numeo Spot toolbar icon — the signed-out welcome, the signed-in main tab, and the VoIP tab for connecting RingCentral.

2 min read

Click the Numeo Spot icon in your Chrome toolbar and a small popup opens. It's the lightweight companion to the side panel — quick to check, and where you sign in and connect calling.

Screenshot

The Numeo Spot toolbar popup

A product screenshot will be added here.

Before you sign in

When you're signed out, the popup shows a short welcome:

  • The heading "Welcome to Numeo Spot"
  • The line "Please log in to access all features."
  • A single "Login/Signup" button

Clicking Login/Signup opens the web onboarding tab, where you create your account and connect your mailbox. For the walkthrough, see sign in and connect your email.

After you sign in

Once you're signed in, the popup opens to its main tab. From here the real work happens over the board itself — open your DAT or Truckstop board and the toolbar and side panel take over.

The VoIP tab — connect RingCentral

The popup also holds a VoIP tab for setting up click-to-dial. This is where you connect RingCentral, Spot's deeper calling integration, so you can dial a broker straight from a load. Full steps are in call brokers with RingCentral.

Good to know

  • The popup is intentionally minimal — think of it as the on-ramp. Day-to-day, you'll live in the side panel and the on-board toolbar.
  • Can't get past the login screen? See I can't sign in.

Need a hand? Email support@numeo.ai or use the Help button in the side panel.

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