Getting set up

✅ Organization setup (done by us)

To ensure a secure and frictionless onboarding, the creation of your VoiceB.ai organization is handled directly by our support team. You don’t need to create it yourself — we’ll do it for you.

Once your organization is created, we’ll assign you as the Admin, and you’ll be ready to start inviting collaborators.

👥 Inviting your team

From your Organization settings, you can easily invite team members and manage their roles.

To invite your team:

1. Go to Settings → Organization → Members

2. Click on Invite

3. Enter the teammate’s email and select their role (Admin or Member)

4. Click Send invitation

🧩 Admins have full access to script configuration, DDI/API setup, and analytics. 👤 Members can monitor conversations, review transcripts, and assist with content.

You can always edit or revoke invitations later from the Members panel.

📸 Example view: Members screenshot

🧾 Profile Management

Every user can manage their profile and emails under Settings → Account.

• Change your profile name or image

• Add or remove secondary email addresses

📸 Example view: Profile screenshot

🔐 Need help or want to modify your organization setup? Contact our team through the in-app chat or email us at [email protected] and we’ll assist you right away.

📦 Create your first campaign

To launch your VoiceB.ai agent, you’ll first need to create a campaign. This will define the context, goal, and time window for the agent to operate in.

🪄 How to create a campaign:

1. Go to the Dashboard

2. Click “New Campaign”

3. Fill out the campaign form as follows:

Once you’re done, click Create.

📸 Example view:

✅ Tip: You can edit or pause the campaign at any time, and assign different agents or scripts later from the Config panel.

📍Next up: Let’s configure your AI Agent — you’ll define the Goal, write the Script, and upload Objections in Step 3.

In this step, you'll define the behavior and purpose of your VoiceB.ai agent. This is where the magic happens — you’ll set your agent's goal, write the conversation flow, handle objections, and choose voice settings. Quick tour of the VoiceB dashboard and features: https://docs.voiceb.ai/overview/voiceb-features

1️⃣ Configure your AI Agent

Go to your campaign’s Config section and complete the following fields:

2️⃣ Define the Agent’s Goal

The Goal tells the AI what it's trying to achieve. Keep it focused and outcome-driven.

Examples:

• “Identify the user’s intent (purchase, support, or qualification), assist them through the process using real-time voice interaction.”

• “Qualify leads by asking a set of structured questions and route only qualified ones to sales.”

3️⃣ Write the Initial Message

This is the first sentence your AI agent will say. Keep it friendly, clear, and brief.

Example: Hi! I’m Anna, your AI assistant from [your company] — the most...

If this field is left empty, the agent will wait for the user to start the conversation.

4️⃣ Add Your Script

This is the core of the interaction — your product pitch, explanation, and flow logic.

Example template:

pgsqlCopyEditHello, (name of the user)

Let me explain — VoiceB is not just another chatbot or automation system. We don’t replace human agents; we support them with real-time, scripted conversations powered by AI voice.

We guide users through product selection, form completion, and answer questions instantly. All of it is trained using your own public website and documents.

✅ Tip: Use short sentences, conversational tone, and include soft confirmations (e.g. “Would you like to know more?”)

5️⃣ List Common Objections

VoiceB lets you pre-train the AI with answers to common objections. Add at least 3–5 common ones.

Examples:

• "How long does it take to implement?" → “Just one line of JS — live in under a day.”

• "Can it integrate with our CRM or APIs?" → “Yes, we support secure APIs and webhook-based integrations.”

• "What about updates to the content?" → “We scan your site daily. If you update a form, price, or product — the AI adapts automatically.”

6️⃣ Select Data Collection (Optional)

If your flow requires collecting user input (e.g. name, phone, preferences), you can configure Data Collection here. If not required, leave it as Without Data Collection.

7️⃣ Connect a DDI or Inbound Number

From the DDI dropdown, select the number the AI should listen to. If you're embedding on a website only, this can be optional.

8️⃣ Add Integrations

You can connect tools like HubSpot, Salesforce, or use our API/Webhook integration to send lead data or call outcomes in real time. (See STEP 4)

When everything is complete, click Save.

📍Next up: In Step 4, you’ll connect the agent to a real-world channel — via phone (DDI) or API-based callback.

Inbound via DDI, Callback API, or SIP Trunk + Post-Call Integration to HubSpot, Salesforce or Webhook.

Now that your AI agent is fully configured, it's time to make it operational — by connecting it to your users.

VoiceB.ai supports multiple routing options for inbound voice conversations, whether they originate from your website, a phone number, or a telephony system. After the conversation, outcomes can be pushed to your CRM or custom backend — instantly.

🔊 SuperVoice (Website Voice Assistant via JavaScript)

Use case: Voice-qualified journeys embedded directly in your website.

How it works:

• Add one line of JavaScript to your site — that’s it.

• The AI widget appears, users click to speak.

• Calls are routed through VoIP to a VoiceB DDI or to a callback number.

✅ This is the fastest way to go live — no training, no dev effort.

📞 SuperQualification (Inbound Calls via DDI or SIP)

Use case: Qualify leads from incoming phone calls using AI.

VoiceB supports three routing modes:

1. 100% call routing to VoiceB

Forward all your traffic to a dedicated VoiceB DDI (Direct Dial-In). The AI answers all calls, qualifies, and stores or routes outcomes.

2. Partial routing (Overflow, After-hours, A/B tests)

Only send some calls — based on time, volume, or logic — to VoiceB. This is ideal for:

• After-hours or weekend routing

• Overflow handling during peak loads

• Piloting VoiceB with a small % of users

📌 Important: Ensure your telephony system passes the original Caller ID when forwarding calls to VoiceB. This is critical for call tracking, CRM matching, and analytics.

3. SIP Trunk Integration (Advanced)

Connect your SIP trunk directly to our platform for full control and scale. Perfect for enterprise-scale routing and PBX-level configuration.

📧 To set up SIP trunking, contact [email protected] — our support team will assist you.

🔁 API-based Callback

VoiceB can also place outbound calls on demand, triggered by your product or form.

• Send a call request to our API (e.g. when a user submits a lead)

• VoiceB instantly calls the user

• The AI takes over the interaction with your preconfigured script

Ask support to activate this feature for your account.

📤 Post-Call Integrations

Once a call is completed, VoiceB automatically sends all call data — including transcripts, agent info, call time, and qualification status — to your systems.

✅ Native integrations:

• HubSpot: Map fields like status, agent, call time, and transcript into your CRM automatically.

• Salesforce: Native sync for call outcomes and contact activity.

📸 Example UI:

🌐 Webhook:

• Push data to your own system in real time

• Supports:

  • Custom auth token

  • Optional HMAC-SHA256 signature verification

  • Full payload including transcript and collected data

📸 Webhook example:

jsonCopyEdit{
  "agent": "Claire (VoiceB.ai)",
  "from": "+123456xx90",
  "to": "+349303xx814",
  "start": "...",
  "end": "...",
  "status": "SOLD",
  "transcript": [...],
  "collectedData": {
    "name": "John Doe",
    "email": "[email protected]",
    "address": "Calle Ejemplo 123, Ciudad"
  }
}

🎉 That’s it! You’re now ready to receive real calls — qualified, assisted, and fully integrated into your workflow.