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Platform Tour

is organized into six main sections, accessible from the left sidebar. This page gives you a quick overview of each area so you know where to find things.

Video Walkthrough

Watch: Quick Overview: Build Your First AI Voice Agent in Minutes - 0:00–0:41

Agents​

This is where you create, configure, and manage your AI voice agents. Each agent is a self-contained unit with its own:

  • System prompt - The instructions that define the agent's personality, knowledge, and behavior.
  • AI model - The language model powering the agent's reasoning.
  • Voice - The text-to-speech voice callers will hear.
  • Channels - The communication channels the agent operates on (phone, SMS, email, web chat).
  • Workflow - The automations and actions the agent can trigger during or after a conversation.

You can run multiple agents for different purposes - one for inbound calls, another for outbound follow-ups, another for web chat.

Conversations​

A unified inbox for all customer communications. Every interaction across SMS, email, WhatsApp, and voice shows up here in one place.

From the Conversations view, you can:

  • View the full history of any conversation across channels.
  • Assign conversations to specific agents or team members.
  • Manage pipeline stages to track where each contact stands.
  • Jump in manually when a conversation needs a human touch.

Contacts​

Your built-in CRM. Manage all of your leads and customers without a separate tool.

  • Board view - A visual pipeline with drag-and-drop cards, similar to a Kanban board.
  • Table view - A spreadsheet-style list for bulk actions and quick scanning.
  • Custom fields - Add any data points that matter to your business.
  • Pipelines - Create multiple pipelines for different workflows (sales, onboarding, support).
  • Bulk actions - Tag, assign, export, or update contacts in batches.

Tasks​

Assign and track work for your team. Tasks can be created manually or generated automatically by workflows.

For example, when an AI agent qualifies a high-value lead, a workflow can automatically create a task for a sales rep to follow up within the hour. Tasks keep your team organized and ensure nothing falls through the cracks.

Activity​

Your monitoring and analytics hub. Activity gives you visibility into how your agents are performing.

  • Call recordings - Listen to any call your agents have handled.
  • Transcripts - Read the full text of every conversation.
  • Execution logs - See a step-by-step breakdown of what the agent did during a call, including tool calls, decisions, and handoffs.
  • Performance metrics - Track call volume, resolution rates, and agent effectiveness over time.

Settings​

Configure your account, integrations, and platform-wide options.

  • General - Account details, team members, and permissions.
  • Integrations - Connect to external tools like calendars, payment processors, and CRMs.
  • Sender identities - Manage the email addresses and phone numbers your agents use.
  • Phone numbers - Purchase and assign phone numbers for voice and SMS.
  • Custom CRM configuration - Define custom fields, pipelines, and contact views.
  • White label - Brand the platform with your own logo, colors, and domain.

Next Steps​