Product documentation
Learn AI Phone Genius
Everything you need to go from first login to a launched, compliant calling campaign — written in plain language, no code required.
Start here
Build
Building AI agents
The agent templates, the builder tabs, voice and chat channels, the knowledge base, and testing safely in the Playground.
Contacts & compliance
Importing contacts, consent levels in plain words, the do-not-call list, opt-outs, lead scores, and the contact timeline.
Campaigns
Creating a campaign, the pre-launch compliance checklist, launching and pausing, the live wallboard, and speed-to-lead.
Web chat
Turning on web chat, the shareable link and embed snippet, the Conversations inbox, and how chat leads become contacts.
Operate
Billing & wallet
Plans, the prepaid wallet, per-minute pricing, topping up, auto-recharge, low-balance behavior, and monthly statements.
Analytics
Reading the Analytics page, call detail, the Agent Scorecard, the Campaign Wallboard, and the Activity feed.
Integrations
Slack and Teams notifications, CRM and calendar sync, outbound webhooks, and receiving inbound leads from your website.
Client portal
The read-only portal for your clients: what a client viewer can see, inviting one, and branding the experience.