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title: Pelican State Welcome
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May 14-16, 2025 San Francisco, CA

# Exciting Conference

Brightlane is a versatile and easy-to-use theme that can transform your scaling business with little effort. Made with care by HubSpot experts, Brightlane is responsive and customizable for your specific business needs.

[Register Now](https://www.example.com)

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[Home](https://service.invosolutions.com/pelicanstatewelcome) [Configuration](https://service.invosolutions.com/pelicanstateconfiguration) [Testing](https://service.invosolutions.com/pelicanstatetesting) [Concierge](https://service.invosolutions.com/pelicanstateconcierge) [Kiosk](https://service.invosolutions.com/pelicanstatekiosk) [Booking](https://service.invosolutions.com/pelicanstatebooking) [Support](https://service.invosolutions.com/pelicansupport)

![Invo_Logo_Mark_Blue](https://service.invosolutions.com/hs-fs/hubfs/Invo_Logo_Mark_Blue.png?width=3751&height=3751&name=Invo_Logo_Mark_Blue.png)

# Welcome to Team Invo!

This will be your Implementation Hub to help guide you through all of the line items required in order to meet your targeted Go Live date. Please see the timeline below for details.

There are links at the top of the page for the Configuration and Testing phases with more information, as well as a link to our Service Center if you need to contact Invo Support.

[Get Started](https://service.invosolutions.com/pelicanstateconfiguration) [Watch Walkthrough Video](https://service.invosolutions.com/pelicanstatewalkthrough) 

[Next Section](https://service.invosolutions.com/pelicanstatewelcome#main)

## Educational Keynotes

Click on the links below to view past Invo Insiders, including the new Invo Insider Podcast!

- Invo Insider: June 2022
- Invo Insider: November 2022
- Invo Insider: December 2022
- Episode 1 - New Invo Insider Podcast: February 2023

 Invo Insider: June 2022

#### In this video:

**00:00** **|** Countdown

**00:26** **|** Invo Insider Introduction with James Dennis and Hope Solomon

**01:28** **|** Agenda

**03:46** **|** COO Jake Martin

**12:24** **|** Invo Video Banking Demo

**21:30** **|** Encore Bank EVP Director of Businss Banking Solutions Nikki Pfleger Interview

**48:07** **|** May Invo Insider Trailer

![Invo_Logo_Mark_Blue](https://service.invosolutions.com/hs-fs/hubfs/Invo_Logo_Mark_Blue.png?width=3751&height=3751&name=Invo_Logo_Mark_Blue.png)

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 Invo Insider: November 2022

#### In this video:

**00:00** **|** Countdown

**00:22** **|** Invo Insider Introduction with James Dennis and Hope Solomon

**00:58** **|** Agenda

**02:38** **|** COO Jake Martin

**05:33** **|** Invo Text Demo

**13:47** **|** TTCU Federal Credit Union Vice President of Branch Operations Jacob Barnett Interview

**48:38** **|** December Invo Insider Trailer

![Invo_Logo_Mark_Blue](https://service.invosolutions.com/hs-fs/hubfs/Invo_Logo_Mark_Blue.png?width=3751&height=3751&name=Invo_Logo_Mark_Blue.png)

×

 Invo Insider: December 2022

#### In this video:

**00:00** **|** Countdown

**00:21** **|** Invo Insider Introduction with James Dennis and Hope Solomon

**01:18** **|** Agenda

**03:46** **|** President and COO Jake Martin

**12:15** **|** Invo Concierge Demo

**18:11** **|** BluCurrent Credit Union Senior Vice President of Information Systems Jesse Jantz Interview

**47:18** **|** Special End of Season Celebration 🎉

**52:03** **|** Invo Insider Season 2 Trailer

![Invo_Logo_Mark_Blue](https://service.invosolutions.com/hs-fs/hubfs/Invo_Logo_Mark_Blue.png?width=3751&height=3751&name=Invo_Logo_Mark_Blue.png)

×

 Episode 1 - New Invo Insider Podcast: February 2023

![Microphone-and-headphones-1016286](https://service.invosolutions.com/hs-fs/hubfs/Microphone-and-headphones-1016286.jpg?width=3936&height=2624&name=Microphone-and-headphones-1016286.jpg)

#### In this episode:

On the first-ever episode of the Invo Insider Podcast, hosts Jake Martin and Ryan Heffernon talk about the what and why behind the launch of Invo's own podcast and broach such important subjects as Daniel Ricciardo, Bo Jackson, and 1980s sitcoms.

They sat down with Brett Hollenbeck, the Virtual Bank Director at Tower Community Bank in Tennessee, to discuss how Hollenbeck has worked to serve Tower's customers during his time in his role and talked shop about his hidden skill: paddleboarding. With Hollenbeck's lack of a banking background, tune in to hear how his outside perspective helped to improve how Tower's approach to customer experience and customer loyalty.

![Invo_Logo_Mark_Blue](https://service.invosolutions.com/hs-fs/hubfs/Invo_Logo_Mark_Blue.png?width=3751&height=3751&name=Invo_Logo_Mark_Blue.png)

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Invo Implementation

## Client Implementation

1. Week One
   
   ### Core Configuration
   
   **Action Items \[Click here\]**
   
   
   
   Invo's Director of Accounts James Dennis will demo how to add Users, Locations, Queues and Answers, and will explain how Queues and Answers affect how client calls are routed.
   
   Begin configuration of the major Core items:
   
   
   
     - Users added and configured with proper roles and queues assigned.
     - Additional Locations added if applicable.
     - Queues configured for each team and service you will be offering.
   
    
   
    
   
   [View Configuration page for documentation](https://service.invosolutions.com/pelicanstateconfiguration)
2. Week Two
   
   ### Core Configuration (Additional Settings)
   
   **Action Items \[Click Here\]**
   
   
   
   James will demo how Esignature integrates within a video banking call.  We will also discuss how some of the additional settings factor into the platform.
   
   [View Configuration page for documentation](https://service.invosolutions.com/pelicanstateconfiguration)
3. Week Three
   
   ### Marketing
   
   **Action Items \[Click here\]**
   
   
   
   James will demo how to upload a marketing ad, and how to create a Marketing campaign.  We will also discuss Branding for the Web and Kiosk modules.
   
   [View Configuration page for documentation](https://service.invosolutions.com/pelicanstateconfiguration) [View Kiosk Setup for kiosk branding info.](https://service.invosolutions.com/pelicanstatekiosk)
4. Week Three
   
   ### Lobby Installation and Configuration
   
   **Action Items \[Click Here\]**
   
   
   
   In parallel with building your Marketing campaign, you can now begin installing your test kiosks, and download the Concierge app.  The kiosk installer is a single install file, that can be found in your environment, under Admin > Manage Settings > Kiosk in the left hand column > Kiosk Toolset on the right side.  There is also a video walkthrough of how to install the Kiosk located at the link below.
   
   [Kiosk Setup](https://service.invosolutions.com/pelicanstatekiosk)
5. Week Four
   
   ### Concierge Training, and Begin Testing Call Basics
   
   **Action Items \[Click here\]**
   
   
   
   James will walk through our Concierge module, and what that workflow will look like.  Your core configuration should now be completed, and you are now ready to begin testing a web call to learn the basic features of a video banking call.  If your test kiosks have been installed, you may also begin testing kiosk calls as well.
   
   [View Testing page for documentation](https://service.invosolutions.com/pelicanstatetesting)
6. Week Five
   
   ### Booking Integration
   
   **Action Items \[Click here}**
   
   
   
   Begin integration for the booking module.  View the page below for more info.
   
   [Invo Booking module](https://service.invosolutions.com/pelicanstatebooking)

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