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Product features

Configure your business calling workflow

Build and review agents, organize contacts and campaigns, and inspect call outcomes in your workspace. Telephone and connected-service actions depend on your published workflow, permissions, account setup and available funding.

Agents and workflow editing

Create an agent with guided setup or the existing workflow editor. Review its instructions, approved knowledge, voice settings and published version before testing.

See the testing steps
Business knowledge

Upload owned reference documents and review indexing status. Keep agent answers tied to approved facts and review uncertain answers instead of assuming a business outcome.

Contacts and campaigns

Manage owned contacts, imports and campaign setup. Creation and call progress have separate status; an uncertain external result stays visible for review rather than being silently retried.

Call history and follow-up

Inspect recorded call status and available artifacts, with access and retention controls. Configured appointments and human handoff use their own receipts; a requested action is not confirmation that it completed.

Credits and plan access

Review your plan, available calling credits and usage in Billing. Browser voice tests remain free of calling credits; telephone calls use the existing funded admission and settlement rules.

View current plans
Teams and business permissions

Use existing team and API-key permissions to control workspace operations. Customer data and connection credentials stay within their owning account.

Messaging and connected services

Configure email and the external WhatsApp integration, CRM/calendar connections and owned outbound webhooks. Each channel needs its own permissions and provider setup.

Review integration scope
Developer access

Use the existing scoped REST API and auditable operation receipts. Provider-facing actions still require their normal entitlement, account and funding checks.

Read the API overview

How to prepare your first agent

Sign in to your business workspace and open Agents. Use the Business setup checklist to see what is saved and what still needs attention. These instructions do not start a test, access your microphone or place a call.

  1. Complete your business details. In Business setup, follow Business details to settings and save your business name. Decide the call goal, language and approved facts the agent may use.
  2. Create and review the agent. Choose Create Agent. If available, select Quick AI Setup, describe the business and choose Generate preview; review the facts, opening and conversation steps before Confirm & Create Agent. Manual setup remains available. Connected bookings, transfers or emails need their own configured tools.
  3. Check the knowledge you supply. Add documents only when you need them, review their processing status and keep private credentials out of your instructions. Approved facts in the agent instructions can also provide business context.
  4. Save your workflow and check publication. Review the voice, language and instructions, choose Save Changes and wait for the saved result. Return to Business setup and choose Refresh setup to check the reported publication status; resolve unavailable or incomplete steps before testing.
  5. Choose a browser test deliberately. Open Browser Test, then choose Start Voice Test when ready to speak and grant microphone permission if your browser asks. Use End Call to stop. Browser tests are free of calling credits; they still need a ready published agent and an available voice connection.
  6. Prepare telephone testing separately. Telephone setup and Calling credits in Business setup identify the additional requirements. A Test Call needs an eligible configured number, recipient permission and available funded credits. Review the reported result and any available call artifacts before deciding what to change or retry.
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