What You’ll Learn
This documentation covers everything you need to know about Vodex.ai:🤖 AI Agent Configuration
Learn how to design effective prompts and configure AI agents for natural, human-like conversations.
⚙️ Call Settings & Models
Configure AI models, voice options, transfer settings, and advanced call parameters for optimal performance.
✨ Insights & Analytics
Extract valuable business insights from every call using AI-powered question analysis.
💬 Multi-Channel Messaging
Set up automated SMS, WhatsApp, and email messaging during or after calls.
Vodex.ai Component Flow
Below is the complete workflow showing how all Vodex.ai components interact and depend on each other:Component Dependencies & Flow Explanation
1. Project Foundation 📁- Project Creation: The starting point that contains all other components
- Project Settings: Configure basic parameters, API keys, and integrations
- Agent Creation: Design AI personality, prompts, and conversation flows
- Agent Testing: Validate responses and refine behavior
- Agent Assignment: Link agents to specific projects
- Audience List Creation: Upload contacts, segment by criteria
- Contact Validation: Ensure phone numbers are valid and compliant
- Audience Segmentation: Group contacts by demographics, behavior, or custom fields
- Campaign Configuration: Define objectives, timing, and call parameters
- Agent Assignment: Select which AI agent handles the campaign
- Audience Selection: Choose which audience list to target
- Call Settings: Configure voice, language, and transfer options
- Insight Questions: Define what data to extract from calls
- Data Types: Configure response formats and validation rules
- Webhook Setup: Enable real-time data delivery to your systems
- Campaign Launch: Start calling campaigns with configured settings
- Real-time Monitoring: Track call progress and performance
- Data Collection: Gather insights and conversation data
- Performance Analysis: Review metrics and identify optimization opportunities
Quick Start Guide
Get your first AI calling campaign up and running in minutes:1
Set Up Your Project
Create Your First Campaign
- Define your campaign objectives and target audience
- Choose the appropriate AI model for your use case
- Configure basic call settings and voice options
2
Design Your AI Agent
Create Effective Prompts
- Write clear, specific instructions for your AI agent
- Define conversation flows and handling scenarios
- Test and refine your agent’s responses
3
Configure Call Settings
Optimize Performance
- Select the right AI model (GPT, Claude, or Vodex Spark)
- Choose voice providers and configure caller ID
- Set up transfer numbers and voicemail handling
4
Set Up Insights
Track What Matters
- Create precise questions to extract business insights
- Configure data types and naming conventions
- Set up webhook integration for real-time data
5
Launch & Optimize
Go Live and Improve
- Start with test campaigns to validate setup
- Monitor performance and call quality
- Use insights data to optimize future campaigns
Key Features Overview
🎯 Campaign Management
- Project Organization: Manage multiple campaigns and use cases
- Audience Management: Upload and segment your target contacts
- Campaign Scheduling: Control when and how calls are made
- Performance Tracking: Monitor success rates and outcomes
🤖 AI Agent Capabilities
- Natural Conversations: Human-like interactions with context awareness
- Interruption Handling: Smooth conversation flow even with interruptions
- Voice Cloning: Custom voice personalities for brand consistency
- Multi-Language Support: English variants, Hindi, German, Spanish, Italian
📊 Analytics & Insights
- AI-Powered Analysis: Automatic extraction of key information from calls
- Custom Questions: Define what insights matter to your business
- Real-Time Data: Webhook integration for immediate data access
- Performance Metrics: Track conversion rates, call duration, and outcomes
🔗 Integrations
- CRM Systems: HubSpot, Salesforce, SAP, and custom integrations
- Communication: Twilio, custom SIP, WhatsApp Business API
- Automation: Zapier, Make, custom webhooks, and API access
- Messaging: SMS, WhatsApp, and email during or after calls
Documentation Structure
This documentation is organized into focused sections:🏠 Overview & Getting Started
🏠 Overview & Getting Started
Foundation Knowledge
- What is Vodex.ai - Company overview and capabilities
- Getting Started - This guide to help you begin
- Quick Start - Fast setup for immediate results
🤖 Agent Configuration
🤖 Agent Configuration
AI Agent Setup
- Prompt Design - Create effective AI agent instructions
- Agent Tags - Organize and categorize your agents
⚙️ Call Settings
⚙️ Call Settings
Technical Configuration
- Call Settings Overview - Basic configuration guide
- Advanced Settings - Language, ASR, webhooks
✨ Insights & Analytics
✨ Insights & Analytics
Data & Intelligence
- Insights Overview - AI-powered call analysis
- Create custom questions to extract business value
💬 Messaging Integration
💬 Messaging Integration
Multi-Channel Communication
- On-Call Messaging - SMS, WhatsApp, Email setup
🛠️ Support & Troubleshooting
🛠️ Support & Troubleshooting
Help & Solutions
- Common Issues - Solutions to frequent problems
- Best Practices - Optimization guidelines
Best Practices for Success
🎯 Campaign Planning
Start Small: Begin with a focused use case and small audience to test and refine your approach before scaling up.
🤖 Agent Design
Be Specific: Write detailed, specific prompts for your AI agents. The more precise your instructions, the better your results.
📊 Insights Configuration
Ask Precise Questions: Create very specific insights questions. Don’t just ask “if customer is interested” - ask exactly what constitutes interest.
🔧 Technical Setup
Test Everything: Always test your configuration with sample calls before launching full campaigns.
Industry Use Cases
Vodex.ai is optimized for various industries and scenarios:- Sales & Lead Generation
- Customer Service
- Collections & Finance
- Healthcare & Insurance
Sales Automation
- Lead qualification and scoring
- Product demonstrations and presentations
- Follow-up calls and nurturing
- Appointment scheduling with prospects
Getting Help
📚 Documentation Resources
- Browse the complete documentation sections above
- Check troubleshooting guides for common issues
- Review best practices for optimization tips
💬 Support Channels
- Email Support: support@vodex.ai
- Response Time: Within 24 hours during business days
- Include: Clear description, screenshots, and steps you’ve tried
🚀 Ready to Start?
Launch Your First Campaign
Follow our step-by-step quickstart guide to create and launch your first AI calling campaign.
What’s Next?
After reviewing this introduction:- Explore the Quickstart Guide for hands-on setup
- Learn Prompt Design to create effective AI agents
- Configure Call Settings for optimal performance
- Set up Insights to track important metrics
- Review Troubleshooting for common solutions
Ready to transform your voice operations? This documentation provides everything you need to successfully implement and optimize AI-powered calling campaigns with Vodex.ai.