Overview
Calls per day
Call outcomes
Sentiment
Channel
Recent calls
Place a Call
Dispatch an outbound call
Recent dispatches
Calls you place in this session appear here.
Agent Studio
You don't have an agent yet
Create your first AI agent to start training it, then place calls. It takes under a minute.
Identity
Voice & model
Training — conversation instructions
Each section teaches the agent how to handle one part of the conversation. Edit, add, or remove sections, then Save.
Call Logs
Knowledge Base
Add a source
Sources ground the agent's answers in your own material. Text and web pages are converted to PDF automatically.
Attach to agent
Select files below, then attach them to the active agent with an instruction on when to use them.
Documents
Bulk Call Campaigns
New campaign
Calls every contact in the list using the active agent. Requires a phone number on the account (see Phone Numbers tab).
Campaigns
Plan & Usage
Admin — Organizations & Access
Access requests & clients
Approve new organizations, delegate agents and phone numbers to them, and set their monthly minute limits.
Phone Numbers
Numbers on the account can be attached to an agent so it answers inbound calls and dials out from that number. Single outbound calls work without one (a platform default number is used).