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Text Content

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


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