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Help Center Visit callfluent.com WELCOME TO CALLFLUENT AI HELP CENTER POPULAR ARTICLES TWILIO INTEGRATION AND SETUP In this guide, you will learn how to integrate Twilio with CallFluent AI. By following these simple steps, you will be able to assign agents to a phone number through your Twilio account. STEPS TO INTEGRATE TWILIO WITH CALLFLUENT AI 1. Create or Access Your Twilio Account * If you don't have a Twilio account, sign up for a new one. Otherwise, log in to your existing Twilio account. 2. Find Your Account Details * After logging in, select the desired Twilio account. * Locate the Account SID and Auth Token at the bottom of the page. 3. Access CallFluent Workspace * Go to your CallFluent Workspace by selecting the appropriate Workspace. 4. Navigate to Twilio Integration Settings * Click on the Settings tab. * Find the section for Twilio integration. 5. Enter Your Twilio Credentials * Copy the Account SID and Auth Token from Twilio. * Paste them into the corresponding fields in CallFluent. 6. Save Your Changes * Click on Save Changes. That's it! You have successfully integrated Twilio with CallFluent AI. Now you can assign agents to phone numbers using your Twilio account. > Good to know: Twilio usage fees will be charged separately, directly by Twilio TEAM MEMBERS - INVITE AND MANAGE In this guide, you will learn how to invite, accept, and manage team members in CallFluent AI. By following these simple steps, you can efficiently collaborate with your team within the CallFluent Workspace. STEPS TO MANAGE TEAM MEMBERS IN CALLFLUENT AI INVITING A NEW TEAM MEMBER 1. Access CallFluent Workspace * Go to your CallFluent Workspace by selecting the desired Workspace. 2. Navigate to Team Members Settings * Click on the Settings tab on the left side of the screen. * Find the section for Team Members. 3. Invite a New Team Member * Click the Invite User button. * Enter the new team member's email and click Send. * The status will show as Pending until the user accepts the invitation. * Once the user accepts the invitation, the status will change to Active. > Good to know: The invited user will have Guest role ACCEPTING A TEAM MEMBER INVITATION 1. Check Your Email * Look for an email with the invitation to join CallFluent. 2. Accept the Invitation * Click on the registration link in the email. * On the registration page, choose a username and password. * You will then be able to successfully log in to the CallFluent Workspace. MANAGING TEAM MEMBERS - DELETING A TEAM MEMBER 1. Navigate to Team Members Settings * Click on the Settings tab on the left side of the screen. * Find the section for Team Members. 2. Delete a Team Member * Find the team member you want to delete. * Press the Delete icon available in the Actions column. That's it! Now you know how to invite, accept, and manage team members in CallFluent AI. > Good to know: Active team members can use all the agent configuration, actions and settings available in your CallFluent workspace. They can create and delete inbound & outbound AI Agents. OUTBOUND AI AGENT - 1. AGENT CONFIGURATION FROM SCRATCH In CallFluent you can create inbound and outbound voice AI Agents. Depending an your specific needs and requirements you can create an agent from scratch or you can use a ready-made template to give you a head start. In this article you will learn how to create a new CallFluent Outbound AI Agent starting from scratch. FIRST STEP TO CREATE A CALLFLUENT OUTBOUND AI AGENT 1. Access CallFluent Workspace * Go to your CallFluent Workspace by selecting the desired Workspace. 2. Navigate to Agents Tab * Click on the Agents tab located on the left side of the page. * Click the blue "+" button to start creating a new agent. 3. Select Agent Type * Choose Outbound Agent in the Agent Type options. * Select Blank Agent to start from scratch. 4. Save and Continue * Click Save and Continue to proceed to the Agent Config step. STEP 1: AGENT CONFIGURATION REQUIRED FIELDS 1. Agent Avatar * Upload a picture to represent your agent. Accepted formats are .png and .jpg. 2. Name * Enter the name your assistant will go by. 3. Language * Select the language your agent will use. 4. Voice * Choose the voice for your agent. 5. Phone Number * Select the Twilio phone number your agent will use. > Good to know: A single phone number can be used for only one inbound and one outbound AI Agent. > > If a number is greyed out it means that it is already assigned to an outbound AI Agent OPTIONAL SETTINGS 1. Welcome Message * Toggle On/Off. * If turned on, input the welcome message in the textbox. This is the first sentence your agent will use when the call is answered. 2. Call Recordings * Toggle On/Off. * Record calls for audio playback and review them easily in the transcript logs. 3. Anti-Fraud Protection * Multiple selection options to block outgoing calls to certain number types, preventing unwanted calls. * Available options: * Landline - he phone number is a landline number; generally not capable of receiving SMS messages. * Mobile - The phone number is a mobile number; generally capable of receiving SMS messages. * FixedVoip - A virtual phone number associated with a physical device (e.g., Comcast or Vonage). * NonFixedVoip - A virtual phone number that can be obtained on the internet without the need for a physical device (e.g., Google Voice or Enflick). * Personal - A phone number designated for personal use. * TollFree - A toll-free phone number, which is one where calls are free for the calling party. * Premium - A premium rate phone number, which typically charges higher than normal rates for special services. * SharedCost - A shared cost phone number, which is one where the charge is partially paid by the calling party and charges higher than normal rates. * Uan - A universal access number, which is a national number which can route incoming calls to different destinations. * Voicemail - A phone number associated with a voicemail service. * Pager - A phone number associated with a pager device. * Unknown - A valid phone number, but the line type could not be determined. 4. Voice Mail Detection * Toggle On/Off. * If turned on, you have two options: * Leave a Voice Message: Your agent will leave the message you provide in the textbox. * Hang Up Call: The call will end once a voice mail is detected. Finish Agent Config * Click Next button to proceed to the second step: Agent Behavior customization. That's all you need to know for the first step in the creation of a new CallFluent Outbound AI Agent starting from scratch. ELEVENLABS INTEGRATION AND SETUP STEPS TO INTEGRATE ELEVENLABS WITH CALLFLUENT AI 1. Create or Access Your Elevenlabs Account * If you don't have an Elevenlabs account, sign up for a new one. Otherwise, log in to your existing Elevenlabs account. 2. Find Your API Key * After logging in, go to the "My Account" menu located at the bottom left of the page. * Locate your API Key. 3. Access CallFluent Workspace * Go to your CallFluent Workspace by selecting the appropriate Workspace. 4. Navigate to Settings menu * Click on the Settings tab located at the left-side of the page. * Find the section for Elevenlabs integration. 5. Enter Your Elevenlabs API Key * Copy the API Key from Elevenlabs. * Paste it into the corresponding field in CallFluent. 6. Save Your Changes * Click on Save Changes. That's it! You have successfully integrated Elevenlabs voices with CallFluent AI. Now you can use Elevenlabs to clone your voice and enhance your CallFluent AI Agents. > Good to know: Elevenlabs usage fees will be charged separately, directly by Elevenlabs BROWSE BY CATEGORIES GETTING STARTED 1 article GETTING STARTED WITH CALLFLUENT AI Show all SETTING UP YOUR ACCOUNT 4 articles TWILIO INTEGRATION AND SETUP ELEVENLABS INTEGRATION AND SETUP OPENAI GPT-4O (OMNI) INTEGRATION AND SETUP Show all OUTBOUND AI AGENT 7 articles OUTBOUND AI AGENT - 1. AGENT CONFIGURATION FROM SCRATCH OUTBOUND AI AGENT - 2. CUSTOMIZE BEHAVIOR FROM SCRATCH OUTBOUND AI AGENT - 3. INTEGRATE AGENT FROM SCRATCH Show all INBOUND AI AGENT 2 articles INBOUND AI AGENT - 2. CUSTOMIZE BEHAVIOR FROM SCRATCH INBOUND AI AGENT - DELETE ASSISTANT Show all COMMON TROUBLESHOOTING 7 articles ERROR 21216 - "CANNOT CALL FROM THIS ACCOUNT" SOLUTION MISSING SCRIPT FIELD - CANNOT FIND SCRIPT FIELD IN CALLFLUENT SOLUTION SMS NOT BEING SENT - HOW TO CHANGE SMS GEO PERMISSIONS IN TWILIO Show all VIDEO TRAININGS AND WALKTHROUGH 4 articles WORKSPACE SETUP, INTEGRATIONS AND TEAM MEMBERS: TWILIO, ELEVENABS, OPENAI CREATE AND CONFIGURE OUTBOUND & INBOUND AGENTS - FULL SETUP GUIDE WITH ADVANCED SETTINGS CUSTOMIZE AGENT BEHAVIOR, GOALS AND SCRIPTS - FINE-TUNE CONVERSATIONS FOR SUCCESS Show all Home Powered by