Guides & Best Practices

Step-by-step guides for AI sales calling, email automation, SMS marketing, and multi-channel campaign setup.

Getting started guides

Setting up your first AI agent, choosing between inbound and outbound roles, writing a prompt that holds up under objections, and running a controlled pilot before you scale. These cover the first week of a deployment and assume no technical background.

Configuration and tuning

Voice selection and pacing, script branching, knowledge grounding, call scoring and quality review, and how to iterate on prompts using real transcripts. This is where most of the performance gain comes from once an agent is live.

Integration walkthroughs

Connecting Salesforce, HubSpot, GoHighLevel, Pipedrive, Zoho and Close, mapping dispositions to your pipeline stages, wiring webhooks into internal tools, and bringing your own SIP trunk so you keep existing telephony rates.

Compliance and multi-market campaigns

TCPA and POPIA best practice, consent and disclosure wording, quiet hours per timezone, and running the same campaign in several languages without rewriting it for each market.

How long does it take to get a first AI agent live?

Most teams have a working inbound or outbound agent running the same day. The longest step is gathering the product detail and objection handling the agent should ground its answers in, not the technical setup.

Do I need developers to follow these guides?

No. Getting started, configuration and compliance guides assume no technical background. Only the integration walkthroughs involving webhooks and the REST API expect a developer, and native CRM connections need none.

Can one agent run campaigns in several countries?

Yes. The same agent can run in multiple languages with per-market calling windows, local caller ID over your own SIP trunk, and quiet hours enforced per record timezone, so you do not rebuild the campaign for each market.