Advanced
Advanced Features
Data Extraction
What is Data Extraction?
What is Data Extraction?
Purpose: Automatically extract structured data from conversations (names, phone numbers, addresses, etc.).Use Cases:
- Lead qualification forms
- Customer information collection
- Order processing
- Appointment scheduling
- Survey responses
- Define fields you want to extract
- AI identifies relevant information during calls
- Data is stored in structured format
- Export or integrate with your systems
Setting Up Data Extraction
Setting Up Data Extraction
Field Configuration:
- Field Name: What to call the extracted data
- Field Type: Text, number, email, phone, date, etc.
- Required: Whether the field must be collected
- Validation: Rules for valid data
Webhook Integrations
Webhook Overview
Webhook Overview
What are webhooks? Real-time notifications sent to your systems when events occur.Common Events:
- Call started
- Call ended
- Data extracted
- Tool used (transfer, end call)
- Errors occurred
- Update CRM systems
- Trigger follow-up emails
- Log call analytics
- Sync with databases
- Notify team members
Webhook Configuration
Webhook Configuration
Setup Steps:
- Provide your webhook URL
- Choose which events to send
- Configure authentication (if needed)
- Test webhook delivery
Multi-Tenant Management
Multi-Tenancy Overview
Multi-Tenancy Overview
What is multi-tenancy? Support multiple organizations or clients with isolated data and configurations.Benefits:
- Separate assistants per client
- Isolated data and settings
- Custom branding per tenant
- Centralized management
- Scalable pricing models
- Agency serving multiple clients
- SaaS platform with voice features
- Enterprise with multiple departments
- White-label solutions
Tenant Configuration
Tenant Configuration
Setup Steps:
- Create tenant accounts
- Assign phone numbers to tenants
- Configure tenant-specific assistants
- Set up isolated data storage
- Manage billing and usage
- Separate databases/schemas
- Isolated API keys
- Custom domain support
- Tenant-specific analytics
- Independent scaling
Background Sounds
Background Audio Features
Background Audio Features
Purpose: Add ambient sounds to create realistic environments.Use Cases:
- Restaurant sounds for food ordering
- Office ambiance for business calls
- Hold music for transfers
- Brand-specific audio
- Noise masking
- Audio File: Upload your background sound
- Volume: Adjust relative to voice
- Loop: Continuous or one-time playback
- Fade: Smooth transitions
Interruption Handling
Smart Interruption Management
Smart Interruption Management
What it does: Handles when callers speak over the AI.Configuration:
- Interruption Threshold: How many words trigger interruption
- Min Speaking Time: Minimum time AI must speak before interruption
- Cooldown Period: Time between interruptions
- Buffer Management: How to handle overlapping speech
- Threshold: 3 words (default)
- Min Time: 0.5 seconds (default)
- Cooldown: 2.0 seconds (default)
Outbound Calling
Outbound Call Features
Outbound Call Features
What it enables: AI-initiated calls to customers.Use Cases:
- Appointment reminders
- Follow-up calls
- Survey collection
- Lead nurturing
- Customer check-ins
- Payment reminders
- Campaign Setup: Define call lists and timing
- Custom Scripts: Tailored messages per campaign
- Scheduling: When to make calls
- Compliance: Do-not-call list management
Outbound Call Setup
Outbound Call Setup
Steps:
- Upload contact lists
- Configure call scripts/agendas
- Set calling schedules
- Configure compliance settings
- Monitor campaign performance
Advanced Analytics
Analytics & Reporting
Analytics & Reporting
Available Metrics:
- Call volume and duration
- Completion rates
- Data extraction success
- Tool usage patterns
- Customer satisfaction scores
- Cost per call
- Performance dashboards
- Trend analysis
- A/B testing results
- ROI calculations
- Quality metrics
- Export to BI tools
- API for custom analytics
- Real-time monitoring
- Automated alerts
Best Practices
- Start simple: Implement basic features before advanced ones
- Test thoroughly: Advanced features require more testing
- Monitor performance: Track impact on call quality and user experience
- Document configurations: Keep detailed records of settings and changes
- Security first: Ensure proper authentication and data protection
- Compliance: Follow industry regulations and best practices
Getting Help
Resources:- API documentation
- Developer guides
- Community forums
- Professional services
- Technical support