Welcome to Call Agent Ai
Get Started with Call Agent AI — In Just a Few Easy Steps
We’re excited to have you on board! This quick video gives you a high-level overview of how to set up your Call Agent AI account and unlock the full power of AI-driven call automation. From creating your first assistant to connecting your phone number, setting up notifications, and integrating your favorite tools — we’ll guide you through every step. Watch this to see how easy it is to turn your calls into smarter, more efficient customer conversations. Below, you’ll find a series of videos to guide you through setting up and using the backend system. These tutorials will help you configure the platform and get the most out of Call Agent AI.
Dashboard
Call Agent AI Dashboard
Welcome to the Call Agent AI Dashboard! This is your central hub for managing virtual assistants, viewing call logs, configuring settings, and customizing your AI-driven customer interactions. With intuitive controls and powerful tools at your fingertips, you can easily monitor performance, adjust prompts, set up notifications, and more. The dashboard provides real-time insights, enabling you to track your assistant’s effectiveness and make adjustments to improve customer service. Whether you’re adding new users or linking your calendar for seamless scheduling, everything you need is just a few clicks away.
Login Page: https://admin.callagentai.com/login
Ai Assistant
How to Add an Assistant
Creating a virtual assistant is the first crucial step toward streamlining and automating your call processes with Call Agent AI. By setting up a virtual assistant, you enable your business to handle customer inquiries, manage appointments, and process requests without needing constant human intervention. You can customize the assistant’s prompts, set up rules for handling specific tasks, and even test its performance in simulated scenarios. This ensures that your virtual assistant is fully equipped to manage calls efficiently from the start.
Twilio
How to Configure Twilio and Link it to Call Agent Ai
Get started with Twilio and Call Agent Ai in just a few simple steps. Our guide shows you how to purchase a phone number from Twilio, configure your Twilio account, and seamlessly link it to your Call Agent Ai assistant. Whether you’re looking for a local, toll-free, or mobile number, we’ll help you set up everything you need to handle calls and messages efficiently. Follow the easy steps to get your business connected today! With Twilio’s reliable service and Call Agent Ai’s intelligent automation, you can improve customer interactions and streamline your communication.
Twilio Login: https://www.twilio.com/login
Prompts
How to Add Prompts
Prompts help shape your assistant’s identity and serve as the foundation for handling various customer scenarios. Carefully crafting these prompts is essential, as they define how your assistant interacts with callers and how well it fulfills its role. When setting up prompts, it’s best to start by clearly outlining your assistant’s personality and purpose. For instance, if your assistant acts as a receptionist, you may want to give it a warm, welcoming tone to create a positive first impression. Prompts should cover common customer queries and responses, helping guide interactions smoothly and ensuring the assistant provides accurate, relevant information every time.
Information Extractor
How to Set Up Information Extractor
The Information Extractor is a powerful tool that enables the AI assistant to automatically pull essential details from calls, like the caller’s name, email address, or phone number, and use this information for notifications and follow-ups. After logging into the Call Agent AI dashboard, you’ll navigate to the Assistant’s tab, select your assistant, and open the Information Extractor settings. You can configure multiple identifiers to capture various details, which are then automatically gathered from calls. This extracted data can be used to personalize SMS or email notifications, enhancing caller interactions.
Emails
How to Set Up Email Notifications
Setting up email notifications in Call Agent AI allows you to automate and personalize communication with your callers effortlessly. By configuring this feature, your AI assistant can automatically send emails containing key details extracted from calls, such as appointment confirmations, follow-ups, or important updates. You can customize these notifications to include specific information like the caller’s name, appointment time, and any other relevant details. This ensures timely and accurate communication, enhancing the customer experience while saving you time and effort. Once set up, your assistant will handle email notifications seamlessly, keeping your customers informed and engaged.
SMS
How to Set Up SMS Notifications
Setting up SMS notifications in Call Agent AI allows you to automate and personalize text message communications with your customers. By enabling this feature, your AI assistant can send timely SMS updates, such as appointment reminders, confirmations, and follow-ups, directly to your callers. You can create custom message templates that include key details like the caller’s name, appointment date, and more, ensuring every message is relevant and informative. Once configured, the system automatically triggers these notifications based on specific events, helping you keep customers informed and engaged without manual effort.
Calendar
How To Set Up Cal.com And Link To Call Agent Ai
Cal.com helps automate scheduling by providing customizable event types, integrating with popular calendar tools, and offering features like buffer times and automatic time zone adjustments. Linking Cal.com to Call Agent AI enhances this functionality by allowing seamless integration between your scheduling system and AI-powered assistant. This integration enables real-time booking updates, automatic event syncing, and personalized meeting notifications, ensuring smoother interactions with clients and a more efficient scheduling experience. By connecting Cal.com with Call Agent AI, you can automate appointment management, improve customer experience, and optimize workflow for both personal and business needs.
Google Sheets
How to Integrate Google Sheet for Inbound and Outbound Campaigns
Integrating Google Sheets with Call Agent Ai is essential for organizing and managing your inbound and outbound call campaigns efficiently. This powerful feature enables seamless data synchronization, ensuring that all lead details, call outcomes, and scheduling information are easily accessible and up-to-date. By using Google Sheets, you can customize headers for key data points like contact information, responses, and appointment dates, allowing for a highly organized workflow. The integration also supports real-time updates, making it easy to track progress, analyze results, and refine campaigns.
SMTP
How to Set Up User’s Email SMTP for Sending Email Notifications
Learn how to set up your email’s SMTP server for Call Agent AI using Gmail or Outlook to ensure reliable and secure email notifications. This comprehensive step-by-step guide walks you through the entire process, from enabling Two-Step Verification in your email account to generating an App Password for added security. You’ll also learn how to configure SMTP settings correctly, whether you’re using Gmail or Outlook, and how to test your connection to verify everything is working as expected. By properly setting up SMTP, you can send email notifications directly from your own email address instead of the default notify@callagentai.co, giving your communications a more professional and personalized touch.
Zoho CRM
How to Integrate Zoho CRM with Call Agent Ai
Integrating CallAgentAI with Zoho CRM streamlines customer interactions by providing real-time communication and intelligent automation directly within your CRM platform. This integration enhances customer service, automates workflows, and improves the overall efficiency of your sales and support teams.
Zoho CRM helps you manage leads, track customer data, and automate sales processes. By integrating with CallAgentAI, you empower your team with AI-powered insights and personalized interactions. This integration ensures seamless follow-up automation, real-time data syncing, and intelligent chat interactions, allowing your team to focus on high-priority tasks while the AI handles routine customer inquiries.
Need More Help? Explore Our Documentation or Book A Call
Quickly find answers, troubleshoot issues, and learn how to get the most out of Call Agent AI. Our brand-new documentation site is packed with step-by-step guides, FAQs, setup tutorials, and best practices to help you solve problems fast — no waiting, no guessing. You can also reach out to us directly to get more personalized call support.
Supercharge Your Customer
Service with Call Agent AI today!
Call Agent AI is your always-on AI-powered call assistant, built to automate inbound calls, enhance customer experience, and cut operational costs. Say goodbye to long wait times, high turnover, and expensive training—our AI-driven solution delivers fast, accurate, and fully customizable interactions tailored to your business needs. Scale effortlessly while providing instant, human-like responses that keep customers satisfied.