Platform guide

Product updates, new capabilities and platform improvements.

• Product Updates

Prompts, voices, languages and agent behaviour.

• What is an AI Assistant?
• General Settings
• Prompt & Tools

Scripts, objections and natural call flow.

• Prompt Writing Basics
• Knowledge Bases
• Handling Interruptions & Speech Sensitivity

Answer, route and transfer incoming calls.

• Inbound Calls Overview
• Provisioning & Managing Phone Numbers
• Configuring the Inbound Assistant

Place calls and follow up on leads.

• Outbound Calls Overview
• Creating & Managing Campaigns
• Caller ID & Handling

Run batched calling with retries and windows.

• Campaigns Overview
• Creating a Campaign
• List campaigns

Import, segment and update lead records.

• Leads Overview
• Managing Leads
• Importing Leads

Recordings, transcripts and call summaries.

• Conversations Overview
• Viewing & Managing Conversations
• List Conversations

Chat conversations alongside voice.

• WhatsApp Business Integration
• WhatsApp Senders
• WhatsApp Calling

Number types, setup and routing.

• Types of Phone Numbers
• Purchasing & Managing Numbers
• SMS Capabilities

Bring your own number, SIP trunking and carriers.

• Supported Countries
• Managing Your Numbers
• Overview

Calendars, CRMs, webhooks and SMS.

• Overview of No-Code Automation
• Webhook & API
• Phone System Integrations

No-code workflows triggered by your calls.

• Introduction
• Building Flows
• Passing Data

Volume, outcomes and performance analytics.

• Custom Dashboards
• Widget Configuration

Billing, minutes and account limits.

• Plans & Pricing

Workspace, team and data controls.

• Data Retention

Endpoints, payloads and webhooks.

• Introduction
• Authentication
• Get current user

Fix call quality, booking and delivery issues.

• AI Behavior Issues
• Billing & Credits
• Cal.com Issues