37 GUIDES
Using the platform
Build agents, manage your workspace, and keep conversations running.
- Add and assign a phone numberBuy or connect a number, assign its agent, and remove the assignment before releasing it.
- Adjust an agent's voice and conversation timingSave a voice selection and adjust conversation check-ins and noise handling.
- Allow your website domain for an embedded agentAllow website hostnames for web calls and understand what changes when the allowlist is empty.
- Brand your client portalSet agency branding or enable a client override, including the effect of its Branding switch on billing.
- Build an advanced call flow with nodesBuild a node diagram, set connection conditions, and distinguish live Global settings from drafted flow behaviour.
- Build and monitor an automation workflowCreate a workflow, configure its steps, save changes, and publish after completing required settings.
- Change your login email, password, and preferencesVerify a new login email, understand changes to Google sign-in, and change or set your password.
- Choose and configure a workflow triggerConfigure incoming webhooks, call-finished events, message-flow texts, or recurring schedules.
- Collect answers and extract call dataCollect answers and add post-call extraction fields, then confirm the data reaches the intended output.
- Configure call summaries and notificationsAdd email recipients, configure SMS summaries, and skip notifications for empty calls.
- Configure call webhooksSet pre-call, post-call, and status webhooks, test the endpoint, and configure delivery behaviour.
- Configure phone menus, keypad input, and hold queuesChoose how an agent approaches a phone menu and set bounded keypad and hold behavior.
- Configure transfers, fallback, and business hoursConfigure transfer destinations, hand-off styles, ring-time fallback, business hours, and conditions.
- Connect a portal domain and sending email domainCopy the exact portal and email DNS records, verify their status, and troubleshoot domain setup.
- Connect inbound calls and manage forwardingConnect a business line, remove carrier forwarding, and diagnose calls that bypass the agent.
- Create and attach a knowledge baseCreate Basic business facts or one Advanced document, attach it to an agent, and test its answers.
- Create and configure a call flowCreate an agent from a template or from scratch, configure its functions, and test before publishing.
- Create and manage client invoicesConnect Stripe, create draft invoices, configure optional wallet funding, and send from the invoice menu.
- Find or create your API keyFind API Keys in workspace settings, generate a named key, and revoke keys you no longer use.
- Find your workspace IDCopy the workspace ID from Workspace Details or the sidebar for support and API requests.
- Import and schedule batch outbound callsUpload a CSV with phone_number, set retries and timing, and confirm a batch before starting calls.
- Launch your first client agentCreate a client workspace and agent, connect a number, verify forwarding, and hand over the live service.
- Let an agent send a booking link by textAdd Text a booking link, choose the booking source, and configure when the agent should send it.
- Manage agency and client billingConnect agency Stripe, set client rates, add wallet funds, and configure recharge or wallet sharing.
- Manage client workspaces and team accessCreate workspaces, invite members with the right experience, and copy the workspace ID.
- Monitor batches and manage queued callsFind past batches, filter queues, reschedule contacts, retry failures, and export results.
- Organise agents into a crewCreate a crew, connect agents, and understand when crew edits change live transfers.
- Organise and reuse call flowsDuplicate, move, organise, and archive call flows while checking what is detached or copied.
- Place a single outbound callConnect your own number, choose an agent, and start a single outbound call with optional variables.
- Review call analytics and export resultsFilter monthly analytics, group dispositions with OR, and export results with the correct agent scope.
- Review call history, recordings, and follow-up flagsFind calls, inspect transcripts and function results, and record observed and expected behavior in flags.
- Route and transform data in a workflowBuild condition branches and loops, connect each output, and reuse variables from earlier steps.
- Share an agent demo with a clientShare a published agent with expiry, usage limits, and required visitor variables.
- Test and publish changes to a call flowTest draft changes with variables, publish them, or discard them with the correct header controls.
- Use an ElevenLabs or Fish Audio voiceConnect ElevenLabs or Fish Audio, choose a primary or fallback provider, and save the selected voice.
- Use the platform from Claude DesktopInstall the Claude Desktop extension, add an API key and workspace ID, then build, test, and review agents from chat.
- Use variables in prompts, workflows, and routingSupply variables in prompts, outbound calls, workflows, API requests, routing, and editor tests.