Voizematic Tutorials

These walkthroughs use the panel's own menu names and button labels, so each can be followed click by click. They cover the first agent and test call, a bulk outbound campaign, live calendar booking, WhatsApp and Telegram agents, customer memory and the wallet. Video versions of several are on the Voizematic YouTube channel.

Docs: Getting started · Configuration · Integrations · API reference · MCP connector · Tutorials · FAQ

How do I set up my first agent and make a test call?

  1. Agent Setup → Create Agent: name it, write the system prompt (or generate one in Overview → Builder AI), pick a voice, click "Deploy Agent".
  2. Agent Setup → Train Your Agent: talk to it free in the browser and refine the prompt.
  3. Agent Setup → Phone numbers: buy a number (India needs the one-time KYC step), then "Assign to Agent".
  4. Quick Run → Quick Calls: call your own phone to hear it live.

Full detail in Getting started.

How do I run a bulk calling campaign?

  1. Execution → Add Contacts: import a CSV or Google Sheet into a list — or skip this and add contacts inside the campaign dialog; they are saved automatically as a "Campaign: <name>" list.
  2. Execution → Manage Campaign → "Launch New Campaign": Details (agent) → Contacts (list) → Knowledge → Settings (calling window, Max Parallel Calls, Retry Policy) → Compliance → Budget (spend cap) → Launch ("Launch Now" or "Schedule").
  3. Watch progress on the campaign's Overview tab; open Reports for Call Intelligence — outcomes, objections, best time to call, ROI panel — and "Export All" to Google Sheets.

Standard dials up to 20 calls at once, Premium up to 50. Retries follow the Retry Policy you set (delay, and which outcomes qualify).

How do I add a few contacts by typing them in?

  1. Execution → Add Contacts → "Import Contacts" → "Enter Manually".
  2. Fill each contact's name and phone (email and company optional); "Add Another" for more rows; optionally name the list.
  3. Click the save button — it shows the count, for example "Save 2 Contacts".

How do I let the agent book meetings on my calendar?

  1. Gear icon (top right) → Global Settings: connect your Google account.
  2. In the agent's Primary Goals on Calls, state that it should book an appointment; in the system prompt, say which service and duration.
  3. Place a test call and ask for an appointment. The agent checks availability, offers slots, books the event during the call and sends the Gmail invite.
  4. Bookings appear under Execution → Scheduled Events and on Google Calendar. Callbacks the agent promises appear under Execution → Callbacks and are dialled automatically.

Video: AI Voice Agent for Clinic Appointment Booking (Live Demo).

How do I get an AI answering WhatsApp?

  1. Analyse → WhatsApp Numbers: get a WhatsApp-capable number.
  2. Analyse → WhatsApp Agents: attach an agent — prompt, model, knowledge bases, calendar.
  3. Message the number to test; review conversations in WhatsApp Inbox.

How do I get an AI answering Telegram?

  1. In Telegram, message @BotFather → /newbot → copy the token.
  2. Analyse → Telegram Agents: add the bot with the token, set the prompt and options.
  3. Message your bot; review in Telegram Inbox.

How do I see or correct what the AI remembers about a customer?

  1. Analyse → Customer 360: enter the phone number → "View history".
  2. "What the AI knows" shows the memory the agent will use on the next call, across phone, WhatsApp and Telegram.
  3. "Edit memory" corrects or deletes any fact, closes open follow-ups, or rewrites the brief. "Forget contact" erases everything.

How do I add money or see why the balance dropped?

System → Wallet: "Add Funds" (UPI or card via Cashfree in India, PayPal elsewhere). Every charge is listed under "Wallet Activity" with a description — call minutes, WhatsApp or Telegram messages, number rental — and the "Payments" tab holds each invoice PDF.

Video demos