Getting Started Guide
1. Choosing a Phone Number
The foundation of every call campaign is a phone number. Select a shared phone number for your call experiments, order a dedicated number, or link your own number via SIP trunking. Using your own phone number line ensures cheaper calls via Call Camp, as you can utilize the special pricing of your existing telephony plan. Please note that depending on your subscription plan, there may be limitations on the total number of phone lines allowed in your account.
Shared Numbers
Ideal for quick experiments and testing your AI assistant's logic before committing to a dedicated line.
Ordered Numbers
Provision brand-new local or toll-free numbers directly through our dashboard for a professional business presence.
Private Numbers (SIP Trunk)
Maintain your business identity by linking existing numbers via SIP. Perfect for leveraging custom telephony plans.
2. Setting Up Record Types
System comes with the default Contact record type, which contains basic fields like name, phone, email, country. This is usefull when you need to do a simple call campaign, for example, calling all your contacts and asking them if they are interested in your product. Alhough if you want to handle more complex cases, like debts collection or insurance policies renewals, it makes sense to create specialized record types: Invoice or Renewal Policy respectfully.
Creating New Record Type
3. Creating an Assistant
Think of an Assistant as the brains of the whole process, where you define its instructions (identity, skills, resposne goals, guiderails, error handling, etc.), voice and its configuration, expected outcomes (things to analyse after the call), integrations and knowledge bases. New assistants could be created using existing templates, "employing" Assistant Composer which has AI deep knowledge and best practices how to compose instructions of assistant that all calls would be smooth and effective.
Outcomes
Extract structured data from calls and automatically update record states based on conversation goals.
Integrations
Connect your assistant to external CRMs, calendars, or custom webhooks to automate post-call workflows.
Knowledge Bases
Upload internal documents or link URLs to provide your assistant with a deep contextual understanding of your business.
Creating New Assistant
Assistant Instructions
Assistant Instructions is a core logic part of the assistant, where you define its identity, skills, resposne goals, guiderails, error handling, etc. It is a text-based configuration that is used to guide the assistant's behavior during calls. Instead of having huge text blocks, we use a structured approach with dedicated section per each trait of the assistant. That helps to fine tune assistant's behavior and make it more predictable and reliable in the calls with the humans.
4. Creating a Campaign
Campaign connects all your assets together. Here you define the logic what phone number should be used, what assistant would conduct the call, which record type will be used for calls. Additionally you can manage campaign schedule, setup manual or automatic calling options, preview full history of call logs and get detailed statistics on campaign's performance.
Creating New Campaign
Once calls for your records (e.g. contacts) are started you will see ongoing calls in the campaign's page, after calls are completed you will be able to review call logs, read transctipt and listen to call recording. If assistant is configured to capture outcomes (call goals), you will be able to preview their outcomes in the call log.
5. Adding Records
You can add records to your campaign in several ways: add them manually (one-by-one), import them from any format/structure file (e.g. CSV or Excel), or assign them from the the same record type list.
Adding Records
Need more assistance?
Whether you have a feature request, need technical support, or have a cooperation idea in mind - we're all ears. Let's build the future of voice calling AI together.