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Four guides, each one a working thing at the end rather than a tour. Start with whichever matches what you are trying to do. They do not have to be done in order, though the campaign one assumes you already have an outbound agent.

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Pick a starting point

1

Someone calls you

Create your first inbound agentAn agent that answers your number, works out why the caller rang, takes their details, and transfers to a person when asked.
2

You call someone

Create your first outbound agentAn agent that calls a lead, checks interest, and books either a meeting or a callback.
3

You call a list of people

Set up your first campaignA deliberately tiny campaign, two contacts, so you see every moving part before pointing one at real numbers.
4

It works, but it is not good yet

Improving an agentThe loop that turns a working agent into a reliable one. Break it, capture the failure as a test, fix it by talking to it, then prove the fix held.

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Before any of them

You need an account. Sign up here. New accounts start on a trial, which you can see under Billing along with what each paid plan includes. Check there for your current allowance rather than trusting a number written in a doc.
Do the inbound guide first even if your real goal is outbound. It is shorter, you can test it by phoning your own number, and everything it teaches about prompts and voices carries straight over.

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What to read after

Once something works, these are the pages worth your time.
  • Agents for every setting the quickstarts skipped.
  • Testing an agent for turning a bad call into a fix you can prove.
  • Calls for reading what actually happened.
  • Post-call for pulling structured results out of conversations.