Getting Started

For the business owner or team member setting up their AI calling workspace for the first time.

Welcome. This platform lets you build an AI phone agent that makes and answers calls for you — following up on leads, confirming appointments, qualifying prospects, or acting as a receptionist — and run those calls at scale while staying on the right side of calling laws.

This guide takes you from your first login to your first live campaign in about 15 minutes. Follow it top to bottom.

A quick note on the name. Throughout these guides the product is called CallOps. Your provider may have branded it with their own name and logo — if the screens say something different, that's expected. Everything works the same way.

Logging in

Your provider creates your workspace and sends you an invite. To sign in:

1. Go to your workspace's web address (your provider gives you this link).
2. On the Welcome back screen, enter your Email and Password.
3. Select Sign in.

If you don't have an account yet, select Create an account at the bottom of the login screen.

Depending on how your provider set things up, you may instead see an Email me a magic link option — select it and click the link that arrives in your inbox to sign in without a password.

Once you're in, you land on the Dashboard.

Your workspace at a glance

A menu runs down the left side of every screen. Here's what each item is for:

At the bottom of the menu you'll always see your Wallet balance (more on that below).

The dashboard tour

Three things sit at the top of your dashboard, in order of importance:

1. Get set up — a checklist that tracks your progress through first-time setup: create an agent, provision a phone number, import contacts, fund your wallet, run a test call, and launch a campaign. Each item links straight to where you do it. The checklist disappears once all six are done.
2. The attention strip — appears only when something needs you: a paused campaign, a low wallet balance, or hot leads waiting to be actioned. Each item is a shortcut to fix it. When everything's clear, this strip is empty.
3. Your headline numbers — five cards showing Calls today / 7d, Answer rate (7d), Minutes used (7d), Appointments booked (7d), and your Wallet balance. Below them, a Calls per day chart (last 14 days) and a Recent calls table.

Now let's walk the checklist.

Understanding your wallet

Before you make calls, one concept to know: the wallet holds prepaid calling credit.

• Calls draw down your balance by the minute.
• Calls of 15 seconds or less are free — so no-answers and quick voicemails don't cost you.
• Dialing pauses automatically when your balance drops too low to cover a 10-minute call. This protects you from getting cut off mid-conversation. Top up and it resumes.
• Turn on Auto-recharge (in Billing & wallet) so the wallet tops itself up when it dips below a trigger you set — then campaigns never pause for a low balance.

You'll fund the wallet in step 4 below.

The 15-minute quickstart

Step 1 — Create your first agent

Your agent is the AI voice that makes and answers calls. The fastest way to a good one is to start from a template.

1. In the left menu, select Agents, then New agent (or Create your first agent if this is your first).

2. Give it an Agent name (for example, "Riley — Trade-show follow-up") and pick a Voice.

3. From the Start from template dropdown, choose the template that matches your goal. Templates are grouped into Sales, Service, and Operations:

   Template	Good for
   B2B trade-show follow-up	Following up on warm booth leads and booking meetings
   Speed-to-lead instant callback	Calling a web lead within seconds of a form submission
   Real-estate ISA (buyer/seller lead)	Qualifying property leads and booking showings
   Solar / home-services qualifier	Qualifying homeowners and booking estimates
   Insurance quote qualifier	Qualifying insurance leads for a licensed agent
   Inbound receptionist	Answering inbound calls, taking messages
   Appointment reminder / confirmation	Confirming or rescheduling booked appointments
   Order-status / support callback	Returning support calls and giving order updates
   Post-service survey / NPS	Collecting satisfaction feedback after a service
   Customer reactivation / win-back	Re-engaging past customers
   Friendly payment reminder	Respectful first-party payment reminders

4. Picking a template instantly fills in the Opening line and System prompt (what your agent says and does on every call). Read them over. Any blanks in curly braces like {offer} or {calendar_link} are yours to fill in before you go live.

5. Under Channels, choose Voice (phone calls), Chat (web & SMS), or Both. Leave it on Voice for now if you're making phone calls.

6. Leave AI disclosure enabled switched on. This makes your agent identify itself as an AI at the start of every call — it's required in most places and protects you legally. The system warns you loudly if you turn it off.

7. Select Create agent.

You can later fine-tune the voice, add post-call questions the AI answers about each call, give the agent tools (like booking appointments), and attach a step-by-step conversation flow — but the template gives you a solid agent out of the box. See the agent guide for the deep end.

Step 2 — Test it in the Playground (free)

Before spending a cent, chat with your agent to see how it responds.

1. On your agent's page, find the Playground panel.
2. Type something a real caller might say into the box ("Say something the caller might say…") and send it. The agent replies just as it would on a call. No real call, no cost.
3. Select Run quick test to fire three canned checks at once — that it books a meeting, honors an opt-out, and answers a pricing question. Green badges mean it passed.
4. Not happy with a reply? Edit the agent's opening line or system prompt lower on the page, save, and test again.

Step 3 — Run a test call

The Playground is text; a test call runs the full call lifecycle so you can see exactly what a real one produces.

1. On your agent's page, select Test call (top right).
2. The mock lifecycle — ring, talk, then post-call analysis — plays out in a few seconds. Watch the Recent calls table at the bottom of the page update as it progresses (test calls are labeled with a test badge).
3. Select the call's timestamp to open it and review the transcript, outcome, and the fields the AI extracted.

Step 4 — Import your contacts

Your contacts are the people you'll call. Import them from a spreadsheet with the guided wizard.

1. Select Contacts in the menu, then Import CSV (or use the Import your contacts checklist item).

2. Step 1 — Upload CSV. Your file's first row must be column headers, up to 5,000 rows per import. Not sure of the format? Select Download a sample CSV to get a correctly-shaped template to copy.

3. Step 2 — Map columns. The wizard matches your spreadsheet columns to contact fields automatically; adjust any it got wrong. Phone is the only required field. You can also map first name, last name, email, timezone, tags, notes, and a consent column. A preview of your first five rows helps you confirm the mapping.

4. Step 3 — Consent. This is the important one. Every imported contact must carry a consent status — it's a legal requirement, not a formality. Enter a List source (where these leads came from) and choose the Consent status for this batch:

   Consent status	Use when
   Prior express written consent	You have a signed form, web opt-in, or badge-scan consent card
   Express consent	You have a verbal opt-in
   No consent on record	Record-keeping only — these cannot be dialed until upgraded
   Do not call	A suppression list you never want called

   If you mapped a consent column in step 2, you can instead choose Use the mapped consent column per row. When you pick written or express consent, describe the proof (for example, "signed badge-scan consent card, CHAMPS Chicago 2026").

5. Select Import. You'll get a report: how many contacts were Created, Duplicates in file, Already existed, Invalid phone, and Forced to DNC. Then select View contacts to see them.

Why consent matters: dialing people without the right consent carries penalties of $500–$1,500 per call. The platform enforces this for you — contacts without valid consent simply won't be dialed by a campaign — but you're responsible for importing honest consent statuses.

Step 5 — Fund your wallet

To place real calls you need credit in your wallet.

1. Select Settings, then Billing & wallet (or the Fund your wallet checklist item, or the Wallet shortcut at the bottom of the menu).
2. Under Wallet, choose a top-up amount and add credit. Only workspace owners can top up.
3. While you're here, consider switching on Auto-recharge so you never pause mid-campaign.

You'll also see your current Plan and a running Ledger — the complete, honest history of every top-up and charge.

Step 6 — Create and launch your first campaign

A campaign is a batch of outbound calls to a filtered slice of your contacts, made by one agent on a schedule you control. Building one is a 4-step wizard.

1. Select Campaigns, then New campaign.

2. Step 1 — Basics. Name the campaign and pick the Agent that will make the calls.

3. Step 2 — Audience. Filter your contacts by Tags, Sources, and Consent statuses. Select Preview audience size to see how many contacts match. Only properly-consented contacts will actually be dialed.

4. Step 3 — Schedule & retries. Set the calling window (the hours calls are allowed, in each contact's local time), the days of week, and your retry policy: Max attempts, Retry after (hours), and how many calls run at once (Concurrent calls cap). Choose the Required consent level — written consent for marketing calls, express consent for informational ones.

   Calls are always clamped to 8:00 AM–9:00 PM in the contact's local time, no matter what window you set. This is a legal guardrail you can't override.

5. Step 4 — Review. Check everything, then select Create draft campaign. It's saved as a draft — nothing dials yet.

6. On the campaign's page, select Compliance checklist. Before any campaign can go live you must tick every box confirming you have consent, you've scrubbed against your do-not-call list, AI disclosure is on, and you accept responsibility. Your acknowledgment is recorded with your name and the time.

7. Select Acknowledge all, then Launch campaign. Your agent starts dialing within your window.

You can Pause a running campaign anytime, and Resume it later.

Watching your results

Once calls start flowing, here's where to look:

• Calls — every call with its status, outcome, duration, and cost. Open any one for the full transcript, recording, and the fields your agent extracted.
• Analytics — performance over time: answer rates, conversions, cost per booking, and more.
• Activity — a live stream of everything happening across your workspace: calls, bookings, opt-outs, and campaign events as they land.
• Dashboard — the fastest daily check-in. The attention strip flags anything urgent, and the headline cards show today's momentum.

Your campaign's own page also shows live progress, and each agent has a Scorecard summarizing how well it's performing.

That's the whole loop: build an agent, test it for free, import consented contacts, fund the wallet, and launch. From here, explore the other guides to go deeper on any piece.

Related: Building better agents · Managing contacts and consent · Running campaigns · Billing and your wallet