# Getting set up
Step1: Creating your organization #### ✅ 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`![](/files/09eEa5tJdAP4VQyv6xQK) *** #### 🧾 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 **** and we’ll assist you right away.
Step 2: Create a campaign #### 📦 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: | Field | Description | | ----------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Campaign Name** | Give your campaign a name — e.g. “Black Friday 2025” or “Website Assistant - Spain” | | **Type** |

Choose one of the three campaign types:
• SuperVoice (Digital Journey Assistant)
• SuperQualification (Lead Qualification)
• Performance

| | **Description** | Optional — add internal notes or context for your team | | **Start Date** | Set the start date. Leave empty to activate immediately | | **End Date** | Optional — set an end date if this is a temporary or seasonal campaign | 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.
Step 3: Create an AI Agent and Prompt (Goal + Script + Objections) 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: *** #### 1️⃣ Configure your AI Agent Go to your campaign’s **Config** section and complete the following fields: | Field | Description | | ---------------- | ------------------------------------------------------------------------------------------ | | **Agent’s Name** | Choose a name that reflects the purpose (e.g. *Anna – SuperVoice*, *Luis – Qualification*) | | **Provider** | Select your preferred voice engine: **ElevenLabs** (recommended) or **Bland.ai** | | **Language** | Pick the language and voice accent (e.g. English US, Spanish, etc.) | | **Type** | Select **Inbound** for most cases. Use **Callback** only if triggered by API. | *** #### 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.
Step 4: Connect VoiceB to Your Channel 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 **** — 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:*
```json jsonCopyEdit{ "agent": "Claire (VoiceB.ai)", "from": "+123456xx90", "to": "+349303xx814", "start": "...", "end": "...", "status": "SOLD", "transcript": [...], "collectedData": { "name": "John Doe", "email": "john@example.com", "address": "Calle Ejemplo 123, Ciudad" } } ``` *** 🎉 That’s it! You’re now ready to receive real calls — qualified, assisted, and fully integrated into your workflow.
{% hint style="info" %} **Book a demo** [**here**](https://cal.com/team/voiceb-demo/voiceb-demo)**.** {% endhint %} --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.voiceb.ai/help-center/getting-set-up.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.