Documentation
Everything Vocallie can do — and how to make it do it.
This is the product manual. Every screen in the panel has a page here explaining what it is, why it exists, and exactly how to use it — written for the person running the business, not the person writing the code.
Looking for the developer API reference? That lives separately — this site covers the product itself.
Browse the manual
Getting started
What Vocallie is, how it thinks, and how to get your first call answered.
The product in one page — what it does, who it is for, and what it replaces.
QuickstartFrom signup to a live answered call, step by step.
How it worksWhat actually happens between a ringing phone and a booked appointment.
Core conceptsWorkspace, agent, number, call, lead, queue — the vocabulary of the panel.
Account setupSignup, email verification, the onboarding checklist and going live.
Your AI agent
Build the agent: who it is, what it knows, what it can do, and how to test it.
Create and configure agents — persona, voice, model, greeting, limits.
Conversation flowFlow sections that steer the call without scripting every sentence.
Knowledge baseTeach the agent your pricing, policies and FAQs so it never guesses.
ActionsLet the agent call your own systems mid-conversation.
Call memoryHow the agent remembers a caller between calls.
Testing your agentBrowser test, phone test and text test before anything goes live.
Website widgetPut a call button on your own site.
Phone & calls
Numbers, inbound answering, outbound dialling, and the record of every call.
Buy a number, bring your own SIP trunk, and map numbers to agents.
Inbound callsHow an incoming call is answered, transferred or ended.
Dialer & click-to-callPlace a single outbound call right now.
Call queueThe auto-dialler behind follow-ups, callbacks and campaigns.
Smart routingSend callers to the right agent based on their CRM stage.
Call logTranscripts, summaries, outcomes and cost for every call.
RecordingsTurn call recording on, listen back, and stay compliant.
Live monitoringListen in on a call in progress, whisper, or take it over.
CRM & automation
Everything that happens around the call: contacts, bookings, follow-ups, rules.
Leads, notes, activity timeline, stages and click-to-call.
CRM setupPipeline stages, tags and custom fields.
CampaignsBulk outbound calling from a contact list or CSV.
AppointmentsLet the agent check availability and book on the call.
Booking resourcesMultiple staff, rooms or chairs with their own timetables.
Follow-upsScheduled call-backs that dial themselves.
Auto-callbackNever lose a caller who rang while every line was busy.
AutomationsPost-call rules: when X happens, do Y.
Insights
See whether the agent is working, and what it costs.
Account & admin
Plans, money, people, integrations and the legal switches.
What each plan includes and what happens at the limits.
Billing & walletPrepaid balance, per-minute charges, top-ups and invoices.
Add-ons & quotasBuy more of one thing without upgrading everything.
Team & rolesInvite people and control what each of them can see.
API keysProgrammatic access for your own tools.
WebhooksPush call events into your CRM or automation tool.
IntegrationsConnect Vocallie to the tools you already use — and ask for any we haven’t built yet.
ComplianceAI disclosure, recording consent and do-not-call.
Workspace settingsName, timezone and the settings everything else inherits.
Help
When something looks wrong.