Get Your First Call Working
New to calls? The fastest path from zero to a live conversation:1
Get a number
Buy a number or link your own via SIP trunking. Outbound calling also requires KYC verification.
2
Point it at a published agent
Assign a published agent version to the number for inbound answering, or place a single outbound call.
3
Verify in Call History
Open Call History and confirm the status, transcript, and recording match what you expected.
A call is not complete when it rings. It is complete when you can explain what happened afterward.
Call Entry Points
Different product surfaces create different kinds of call records.The Route Decides The Agent
Routing is the first thing to check when a call uses the wrong behavior.Phone number assignment
Batch selected number
Workflow call node
Web call setup
Investigate A Call From Start To Finish
1
Find how it started
Check whether the call came from inbound, outbound, batch, workflow, web, or test.
2
Confirm the route
Open the number, batch, or workflow node that selected the agent version.
3
Open the call detail
Review status, recording, transcript, summary, extracted fields, transfer data, and audio cache.
4
Export or annotate if needed
Use exports for reporting and annotations for prompt improvement suggestions.