AI Voice Agents overview

Who does what

Role	What they do
Member	Creates and edits agents, runs campaigns, and works with calls and messages.
Admin	Also places test calls by phone, changes the do-not-call list, turns on the optimizer, and deletes agents and archived campaigns.

From draft to calls

1. 1

   Create

   Start from a template, then set the script, voice and language.

2. 2

   Test

   Talk to it in your browser, and refine it with AI.

3. 3

   Launch Gate

   It must pass this check before a campaign can call.

4. 4

   Campaign

   Add leads and a calling window, then start calling.

What you can do

• Create and test an agent: script, voice, voicemail, meetings and call-backs.
• Pass the Launch Gate: the check before any campaign calls.
• Run a campaign: calling hours, lead statuses and what happens when a campaign pauses.
• Add and manage leads: import a file, map its columns and fix rows that failed.
• Choose phone numbers: the numbers your agents call from.
• Follow calls and messages: recordings, transcripts, outcomes and the do-not-call list.
• Let the optimizer improve a campaign: suggested script changes, tested before they go live.

Where things are

The menu on the left has Home, Agents, Campaigns, Calls, Messages and Do not call. Build things in that order: an agent first, then a campaign, then follow the calls.

The Needs you card on Home shows what is paused and what failed. Messages shows who is waiting for a call back.