--- title: "Product Roadmap" description: "How Voicetta's Guest intelligence deepens phase by phase — from cross-channel memory to lasting Guest understanding." publishedAt: "2026-07-08" modifiedAt: "2026-07-08" category: "Product" tags: "Voicetta, roadmap, Guest intelligence, AI Employee, product direction" navOrder: "1" canonical: "https://voicetta.com/docs/roadmap" --- # Product Roadmap Voicetta is an **AI Employee** — it turns every voice, phone, and messaging conversation into revenue, with one growing understanding of every Guest. That understanding is **Guest intelligence**: how the product remembers context, connects to live systems, and delivers consistent service across channels. This roadmap describes how that intelligence deepens over time. It is a direction, not a release schedule. > **What is a Guest?** In Voicetta, a Guest is every person or AI agent your business serves — in hospitality, real estate, healthcare, home services, and any other industry. [Our Guest Philosophy](/docs/our-guest-philosophy) explains the full standard. ## Why it matters for your business - **Save money:** a stable product direction means fewer missed opportunities and less rework as channels and integrations expand. - **Work faster:** teams know where Voicetta is heading and can plan around capabilities that build on each other. - **Standardize service:** every phase reinforces the same Guest-first standard across voice, phone, and every messaging channel. - **Delight every Guest:** deeper intelligence means Guests feel remembered, guided, and taken seriously. ## Maturity at a glance | Phase | Status | One line | |-------|--------|----------| | **Remember** | Available today | Cross-channel memory and Guest timelines | | **Understand** | Available today | Knowledge Base and business policies | | **Connect** | Available today (expanding) | Live systems as source of truth | | **Know** | In development | Lasting Guest profile and preferences | | **Deliver** | In development | Guest Philosophy in every conversation | | **Think** | On the roadmap | Judgment across full context | | **Grow** | On the roadmap | Outcomes that sharpen service standards | --- ## Remember — Available today The agent remembers what happened across voice, phone, and messaging — SMS, WhatsApp, Telegram, Instagram, and other channels — organized around each Guest, not each channel. **Example:** A hotel Guest asks about check-in on a messenger, then calls from the airport. The agent already knows their arrival time and room preference without asking again. ### Why it matters - **Save money:** fewer repeated questions and avoidable callbacks. - **Work faster:** teams see one Guest timeline instead of scattered threads. - **Delight every Guest:** people feel recognized instead of starting over. --- ## Understand — Available today The agent learns your business from an approved Knowledge Base — FAQs, policies, listings, website content, and staged review before use. **Example:** A property manager adds a new maintenance policy. After review, every Guest conversation reflects the updated standard immediately. ### Why it matters - **Save money:** accurate answers reduce escalations and wrong commitments. - **Work faster:** teams update knowledge once instead of retraining every agent. - **Delight every Guest:** consistent, policy-aligned responses every time. --- ## Connect — Available today (expanding) Live business systems — PMS, booking, calendars, CRM — become the source of truth during conversations. **Example:** A Guest asks whether their reservation is still active. The agent checks the PMS live instead of relying on stale memory. ### Why it matters - **Save money:** fewer wrong confirmations and manual follow-ups. - **Work faster:** teams spend less time correcting agent mistakes. - **Delight every Guest:** accurate, real-time answers about bookings and availability. --- ## Know — In development Beyond conversation memory: a lasting Guest profile — preferences, scheduled commitments, and patterns that persist across visits. **Example:** A returning clinic patient prefers morning appointments and always asks about parking. The agent anticipates both without being asked. ### Why it matters - **Save money:** higher conversion on repeat interactions. - **Work faster:** less re-qualification on every contact. - **Delight every Guest:** service that feels personal, not generic. --- ## Deliver — In development Every conversation follows the [Guest Philosophy](/docs/our-guest-philosophy) standard — warm, concise, useful, and consistent with your best front-desk team. **Example:** Whether a Guest reaches you at 2 p.m. or 2 a.m., the tone, escalation rules, and service standard stay the same. ### Why it matters - **Save money:** consistent quality reduces complaints and churn. - **Work faster:** teams trust the agent to represent the brand correctly. - **Delight every Guest:** every interaction feels intentional, not improvised. --- ## Think — On the roadmap Judgment across full context — memory, knowledge, live systems, and Guest history — to recommend the best next step, not just the next scripted reply. **Example:** A real estate lead calls back after viewing a listing online. The agent connects their browsing history, prior questions, and availability to suggest the right follow-up. ### Why it matters - **Save money:** better routing and qualification reduce wasted effort. - **Work faster:** teams receive actionable summaries instead of raw transcripts. - **Delight every Guest:** conversations that feel guided, not transactional. --- ## Grow — On the roadmap Outcomes from every Guest interaction feed back into sharper standards — what worked, what did not, and how service should improve over time. **Example:** After a quarter of after-hours calls, the hotel team sees which questions the agent handles well and which need new knowledge or escalation paths. ### Why it matters - **Save money:** continuous improvement without manual audit of every call. - **Work faster:** managers act on patterns, not anecdotes. - **Delight every Guest:** service that gets better because the system learns from real outcomes. --- > **Disclaimer:** This roadmap describes product direction, not delivery dates. Phases do not disappear — their status evolves (`Available` → `Expanding` → `In development` → `On the roadmap`). Shipped features are recorded in the [Changelog](/docs/changelog). ## Also known as Voicetta is sometimes described as an AI receptionist, AI answering service, voice AI platform, or conversational AI. In hospitality, teams may say hotel AI employee. All of these refer to the same product: an **AI Employee with Guest intelligence**. ## Related pages - [Our Guest Philosophy](/docs/our-guest-philosophy) - [Glossary](/docs/glossary) - [History and Guest Timelines](/docs/history-and-timelines) - [Conversation Memory](/docs/conversation-memory) - [Knowledge Base](/docs/knowledge-base) - [Integrations Overview](/docs/integrations-overview) - [Changelog](/docs/changelog) --- --- title: "Voicetta Documentation" description: "Start here to learn app.voicetta.com from zero to live agent, with human-readable guides and LLM-ready Markdown." publishedAt: "2026-06-27" modifiedAt: "2026-06-27" category: "Start Here" tags: "Voicetta, documentation, app guide, LLM, AI agents" navOrder: "1" canonical: "https://voicetta.com/docs/overview" --- # Voicetta Documentation Voicetta is an AI receptionist and voice-agent platform for businesses that need to answer calls, qualify conversations, send follow-up messages, and keep every Guest interaction organized. This documentation teaches the full `app.voicetta.com` workflow from first login to live calls. It is written for humans and LLMs, so every important guide has a readable HTML page, a Markdown version, sitemap coverage, and a place in the full `/docs.md` bundle. ## Why it matters for your business - **Save money:** teams can self-serve setup and reduce repeated support questions. - **Work faster:** operators can find the right guide instead of searching the app. - **Standardize service:** every setup area follows the same Guest-first operating language. - **Delight every Guest:** better configured agents create more consistent experiences. ## Start here if you are new - [Our Guest Philosophy](/docs/our-guest-philosophy) explains why Voicetta uses **Guest** for every person or AI agent your business serves. - [Product Roadmap](/docs/roadmap) shows how Guest intelligence deepens phase by phase. - [Getting Started](/docs/getting-started) walks from workspace setup to your first live-ready agent. - [App Map](/docs/app-map) shows where each product area lives in the dashboard. - [Glossary](/docs/glossary) defines the core product terms. ## Configure your agent Follow these guides when you want the agent to answer or place calls: - [Agent Overview](/docs/agent-overview) - [Inbound Calls](/docs/inbound-calls) - [Outbound Calls](/docs/outbound-calls) - [Prompt Editor](/docs/prompt-editor) - [Agent Settings](/docs/agent-settings) - [Test Your Agent](/docs/test-your-agent) - [Phone Numbers](/docs/phone-numbers) ## Teach the agent The agent is only useful when it knows the right business context: - [Knowledge Base](/docs/knowledge-base) - [Website Scrape](/docs/website-scrape) - [Review Before Use](/docs/review-before-use) - [Knowledge Upload Troubleshooting](/docs/knowledge-upload-troubleshooting) ## Channels and conversations Use these pages when you want one Guest story across voice, SMS, WhatsApp, and History: - [SMS Channel](/docs/sms-channel) - [WhatsApp Channel](/docs/whatsapp-channel) - [Calling Restrictions](/docs/calling-restrictions) - [History and Guest Timelines](/docs/history-and-timelines) - [Conversation Memory](/docs/conversation-memory) - [Call Recordings](/docs/call-recordings) ## Connect business systems Integrations let the agent take real business actions during or after a conversation: - [Integrations Overview](/docs/integrations-overview) - [Guesty PMS](/docs/integration-guesty) - [Cal.com](/docs/integration-calcom) - [Previo and iDobooking](/docs/integration-previo-idobooking) - [Google Calendar](/docs/integration-google-calendar) - [GoHighLevel](/docs/integration-go-high-level) - [CRM Integrations](/docs/integration-crm) - [Communication Integrations](/docs/integration-communication) - [Sheets and Airtable](/docs/integration-sheets-airtable) ## Operate and improve After go-live, use Voicetta to manage quality, spend, and team access: - [Home Dashboard](/docs/home-dashboard) - [Billing, Wallet, and Pricing](/docs/billing-and-wallet) - [Workspaces and Teams](/docs/workspaces-and-teams) - [Business Settings](/docs/business-settings) - [API Keys and BYOK](/docs/api-keys-byok) - [Help and Support](/docs/help-and-support) - [Troubleshooting](/docs/troubleshooting) ## Reference - [Product Roadmap](/docs/roadmap) - [Agent Tools](/docs/agent-tools) - [Changelog](/docs/changelog) - [Release Notes: v3.3](/docs/release-v3-3) - [LLM and MCP Readiness](/docs/llm-and-mcp-readiness) ## LLM Access LLMs can read individual pages as Markdown by adding `.md` to the docs URL: - `/docs/overview.md` - `/docs/getting-started.md` - `/docs/our-guest-philosophy.md` - `/docs/app-map.md` - `/docs/agent-overview.md` - `/docs/knowledge-base.md` - `/docs/history-and-timelines.md` - `/docs/agent-tools.md` The full documentation bundle is: - `/docs.md` The discovery file is: - `/llms.txt` ## Related pages - [Our Guest Philosophy](/docs/our-guest-philosophy) - [Getting Started](/docs/getting-started) - [App Map](/docs/app-map) --- --- title: "Our Guest Philosophy" description: "Why Voicetta uses Guest for every person or AI agent your business serves, and how that standard shapes the product." publishedAt: "2026-06-27" modifiedAt: "2026-07-08" category: "Guest Philosophy" tags: "Voicetta, Guest, hospitality, service quality" navOrder: "2" canonical: "https://voicetta.com/docs/our-guest-philosophy" --- # Our Guest Philosophy In Voicetta, every person or AI agent who contacts your business is a **Guest**. We use that word intentionally. A Guest is not just a caller, lead, user, customer, tenant, patient, buyer, traveler, or AI agent acting on someone's behalf. A Guest is an interaction your business should treat with attention, clarity, respect, and a consistent experience from the first second of the conversation. ## Why it matters for your business - **Save money:** respectful automation reduces avoidable callbacks, missed opportunities, and repeated explanations. - **Work faster:** teams get cleaner context because every interaction is organized around the Guest. - **Standardize service:** the agent follows the same service standard every time, even outside office hours. - **Delight every Guest:** people feel remembered, guided, and taken seriously instead of being treated like a ticket number. ## What Guest means in Voicetta **Guest** means the person or AI agent receiving service from your business. That may be: - a hotel guest asking about check-in, - a real estate buyer asking about a property, - a tenant reporting maintenance, - a clinic patient asking for availability, - a restaurant guest asking for a reservation, - a lead asking whether your team can help, - an AI agent contacting your business on behalf of a person or organization. The industry changes. The standard does not. ## How this shapes the app Voicetta is built to help your team answer three questions quickly: 1. Who is this Guest? 2. What have they already asked or done? 3. What is the best next step? That is why the app combines agent instructions, knowledge, phone numbers, SMS, WhatsApp, History, memory, and integrations in one workspace. ## How this shapes prompts When you write prompts for your agent, write as if the agent represents your best front-desk or customer-facing team member. Use instructions such as: ```text Treat every caller as a Guest. Be warm, concise, and useful. If the Guest has already shared context in a previous conversation, do not make them repeat it unless verification is needed. ``` ## Common mistakes - Calling people "users" or "tickets" in Guest-facing language. - Optimizing only for cost reduction and forgetting service quality. - Letting every team member invent a different tone. - Treating SMS, WhatsApp, and voice as separate stories instead of one Guest journey. ## Related pages - [Product Roadmap](/docs/roadmap) - [Getting Started](/docs/getting-started) - [History and Guest Timelines](/docs/history-and-timelines) - [Conversation Memory](/docs/conversation-memory) --- --- title: "Getting Started with Voicetta" description: "Set up your workspace, payment method, agent, knowledge base, test call, and first phone number." publishedAt: "2026-06-27" modifiedAt: "2026-06-27" category: "Start Here" tags: "Voicetta, getting started, onboarding, setup" navOrder: "3" canonical: "https://voicetta.com/docs/getting-started" --- # Getting Started with Voicetta This guide walks you from a new account to a live-ready AI voice agent. The fastest path is: workspace, payment method, agent instructions, knowledge, test call, phone number, then live routing. ## Why it matters for your business - **Save money:** start with a tested agent before sending real traffic to it. - **Work faster:** setup follows the same order as the app checklist. - **Standardize service:** the agent learns your greeting, rules, and business context before going live. - **Delight every Guest:** Guests get clear answers instead of voicemail, busy signals, or inconsistent handoffs. ## Before you start Prepare: - your business name, website, country, language, timezone, and opening hours, - a payment card for wallet top-ups and paid add-ons, - any API keys you want to bring yourself, - documents, FAQs, links, or property/listing data for the knowledge base, - the phone number you want Guests to call or forward from. ## Step-by-step in the app 1. Sign in to `app.voicetta.com`. 2. Confirm or create your workspace. 3. Open **Settings** and complete business information. 4. Open **Billing** and add a payment method. 5. Open **Agent** and review the inbound greeting. 6. Open **Knowledge base** and add the information the agent should know. 7. Open **Agent settings** and choose the voice, AI providers, and call behavior. 8. Use **Test your agent** before buying or routing a number. 9. Open **Phone numbers** and buy or assign a number. 10. Call the number and review the first conversation in **History**. ## What to configure first Configure the agent in this order: 1. **Inbound calls:** what the agent says and how it should handle Guests. 2. **Connections:** business systems and communication channels. 3. **Knowledge base:** files, FAQs, website scrape, listings, and approved facts. 4. **Agent settings:** voice, models, transcription, language, and call behavior. 5. **Phone numbers:** live routing and inbound/outbound toggles. 6. **WhatsApp/SMS:** optional text channels for follow-up and automatic replies. ## Best practices - Keep the first prompt simple. Add edge cases after testing real calls. - Upload only information you would trust a team member to use with a Guest. - Test before each major change. - Use History to review whether the agent understood the Guest correctly. - Add billing and wallet controls before live traffic. ## Common mistakes - Buying a number before the greeting and knowledge base are ready. - Uploading documents but not approving staged knowledge. - Forgetting that some provider costs are charged outside Voicetta when you bring your own keys. - Treating the test call as optional. ## Related pages - [App Map](/docs/app-map) - [Inbound Calls](/docs/inbound-calls) - [Knowledge Base](/docs/knowledge-base) - [Phone Numbers](/docs/phone-numbers) - [Billing, Wallet, and Pricing](/docs/billing-and-wallet) --- --- title: "App Map" description: "A practical map of the main app.voicetta.com areas and what each one helps you do." publishedAt: "2026-06-27" modifiedAt: "2026-06-27" category: "Start Here" tags: "Voicetta, app map, navigation, dashboard" navOrder: "4" canonical: "https://voicetta.com/docs/app-map" --- # App Map `app.voicetta.com` is organized around one operational question: what does your team need to do next to serve every Guest well? ## Why it matters for your business - **Save money:** know where to check spend, wallet balance, and usage before costs surprise you. - **Work faster:** jump directly to the right setup area. - **Standardize service:** use the same configuration surfaces across every agent. - **Delight every Guest:** teams find context quickly instead of searching through tools. ## Main navigation ### Home Use **Home** to see setup progress, performance, call activity, money saved, and high-level impact. ### Agent Use **Agent** to configure the voice agent: - **Inbound calls:** greeting and instructions for incoming calls. - **Outbound calls:** prompt and greeting for calls the agent places. - **Connections:** integrations, SMS, WhatsApp, and business actions. - **Knowledge base:** knowledge folders linked to the agent. - **Agent settings:** voice, transcription, LLM, personality, and behavior. ### Phone numbers Use **Phone numbers** to buy, assign, route, and manage numbers for live calls. ### Knowledge base Use **Knowledge base** to create categories, upload documents, review staged content, and control what the agent can use. ### History Use **History** to review Guest timelines across voice, SMS, and WhatsApp. ### Lead Scraper Use **Lead Scraper** to build contact lists of companies from Google Maps — with phone numbers and emails — then export to CSV/Excel or send them to GoHighLevel. ### Team Use **Team** to invite members and control access. ### Settings Use **Settings** for business information, AI provider keys, website scrape, language, timezone, and operating context. ### Billing Use **Billing** / **Balance & payments** to manage wallet balance, auto top-up, wallet history, invoices, cards, subscriptions, and add-ons. ### Help Use **Help** for support contact details and links to documentation. ## Recommended setup order 1. Inbound calls 2. Connections 3. Knowledge base 4. Agent settings 5. Phone numbers 6. WhatsApp or SMS That order mirrors how the app guides new workspaces from setup to live calls. ## Related pages - [Getting Started](/docs/getting-started) - [Agent Overview](/docs/agent-overview) - [Home Dashboard](/docs/home-dashboard) - [Lead Scraper](/docs/lead-scraper) - [Help and Support](/docs/help-and-support) --- --- title: "Agent Overview" description: "Understand what a Voicetta agent is, what it can do, and how to prepare it for live Guest conversations." publishedAt: "2026-06-27" modifiedAt: "2026-06-27" category: "Agent Setup" tags: "Voicetta, agent, assistant, setup" navOrder: "10" canonical: "https://voicetta.com/docs/agent-overview" --- # Agent Overview A Voicetta agent is the AI receptionist your Guests talk to by phone, SMS, WhatsApp, or connected workflows. The agent combines instructions, voice settings, knowledge, tools, phone numbers, and integrations. ## Why it matters for your business - **Save money:** routine calls and follow-ups can be handled without adding another shift. - **Work faster:** one configuration controls how the agent greets, qualifies, and routes conversations. - **Standardize service:** every Guest hears the same brand tone and process. - **Delight every Guest:** the agent can answer quickly, stay patient, and use context from previous interactions. ## What the agent needs Before live traffic, the agent should have: - a clear inbound greeting, - instructions for common scenarios, - approved knowledge, - a voice and model configuration, - at least one test call, - a phone number or connected channel, - billing and wallet readiness. ## Step-by-step in the app 1. Open **Agent**. 2. Start with **Inbound calls** and review the greeting. 3. Add business actions under **Connections**. 4. Link or upload information in **Knowledge base**. 5. Review **Agent settings** for voice, AI, transcription, and behavior. 6. Use **Test your agent** before going live. 7. Add or assign a number under **Phone numbers**. ## Best practices - Write prompts as service standards, not technical scripts. - Keep edge cases explicit: escalation, unavailable information, urgent issues, refunds, or manager requests. - Test with realistic Guest questions. - Review History after test calls and adjust instructions. ## Related pages - [Inbound Calls](/docs/inbound-calls) - [Prompt Editor](/docs/prompt-editor) - [Agent Settings](/docs/agent-settings) - [Test Your Agent](/docs/test-your-agent) --- --- title: "Inbound Calls" description: "Configure the greeting and instructions your agent uses when a Guest calls your business." publishedAt: "2026-06-27" modifiedAt: "2026-06-27" category: "Agent Setup" tags: "Voicetta, inbound calls, greeting, prompt" navOrder: "11" canonical: "https://voicetta.com/docs/inbound-calls" --- # Inbound Calls Inbound calls are calls Guests place to your Voicetta phone number. The **Inbound calls** page controls the greeting and instructions the agent uses when it answers live calls. ## Why it matters for your business - **Save money:** fewer missed calls means fewer lost opportunities. - **Work faster:** the agent can qualify, answer, and route common requests automatically. - **Standardize service:** every Guest receives the same opening experience and process. - **Delight every Guest:** callers get an answer even when your team is busy or closed. ## Before you start Decide: - what the agent should say first, - what information it should collect, - which questions it can answer, - when it should escalate, - what tone it should use. ## Step-by-step in the app 1. Open **Agent → Inbound calls**. 2. Review the greeting. 3. Add instructions for the most common Guest requests. 4. Include escalation rules for urgent or sensitive cases. 5. Save the changes. 6. Use **Test your agent** to hear the greeting before going live. ## Best practices - Start with a short greeting. - Tell the agent what business it represents. - Give the agent clear boundaries. - Use Guest-facing language, not internal team shorthand. - Add rules for when the agent should not guess. ## Common mistakes - Writing a long greeting that delays the Guest. - Mixing inbound and outbound instructions in one prompt. - Forgetting to tell the agent how to handle unknown answers. - Not testing after changing the greeting. ## Related pages - [Prompt Editor](/docs/prompt-editor) - [Test Your Agent](/docs/test-your-agent) - [Knowledge Base](/docs/knowledge-base) --- --- title: "Outbound Calls" description: "Place outbound calls with your agent, understand prerequisites, and follow calling restrictions." publishedAt: "2026-06-27" modifiedAt: "2026-06-27" category: "Agent Setup" tags: "Voicetta, outbound calls, calling restrictions" navOrder: "12" canonical: "https://voicetta.com/docs/outbound-calls" --- # Outbound Calls Outbound calls are calls your agent places to a Guest or contact. Use them for follow-ups, reminders, confirmations, qualification, and controlled outreach. ## Why it matters for your business - **Save money:** reduce repetitive manual callbacks. - **Work faster:** the agent can place structured calls using a consistent prompt. - **Standardize service:** every outbound call follows the same message and rules. - **Delight every Guest:** Guests receive timely follow-up instead of being forgotten. ## Before you start You need: - a configured agent, - a phone number with outbound calling enabled, - a valid destination number in international E.164 format, - a clear outbound prompt, - permission and compliance fit for the outreach you are placing. ## Step-by-step in the app 1. Open **Agent → Outbound calls**. 2. Review the outbound greeting and instructions. 3. Enter the Guest phone number. 4. Confirm the call purpose. 5. Start the call. 6. Review the result in **History**. ## Important calling restrictions Outbound availability can depend on country, number type, carrier rules, and workspace setup. Do not use outbound calling for spam, unsolicited outreach, emergency communications, or regulated messages without the required consent and compliance review. ## Best practices - Keep the outbound goal narrow. - Tell the agent what success looks like. - Include a human escalation path. - Test with your own number first. ## Related pages - [Calling Restrictions](/docs/calling-restrictions) - [Phone Numbers](/docs/phone-numbers) - [History and Guest Timelines](/docs/history-and-timelines) --- --- title: "Prompt Editor" description: "Write clear agent instructions, enable real tools, and keep the Guest experience consistent." publishedAt: "2026-06-27" modifiedAt: "2026-06-27" category: "Agent Setup" tags: "Voicetta, prompt editor, instructions, tools" navOrder: "13" canonical: "https://voicetta.com/docs/prompt-editor" --- # Prompt Editor The prompt editor is where you tell the agent how to behave. Good prompts define tone, boundaries, business rules, what to ask, what to avoid, and when to use tools. ## Why it matters for your business - **Save money:** fewer wrong answers and fewer manual corrections. - **Work faster:** update agent behavior without waiting for a developer. - **Standardize service:** every Guest hears the same approved process. - **Delight every Guest:** the agent sounds prepared, respectful, and useful. ## What to include Write instructions for: - the role of the agent, - greeting style, - required questions, - escalation rules, - knowledge use, - tool use, - privacy boundaries, - closing and follow-up behavior. ## Tool instructions Only document and enable real tools the agent can actually use. Current communication tools include: - `send_sms_confirmation` - `send_whatsapp_message` The agent should use them only after the Guest agrees to receive the message. ## Example prompt block ```text Treat every caller as a Guest. Be warm, concise, and useful. If the Guest asks for a confirmation and agrees to receive it, send a short SMS or WhatsApp message using the available tool. Do not include sensitive personal data, payment details, passwords, or secrets. If you are unsure, say that you will pass the request to the team instead of guessing. ``` ## Common mistakes - Asking the agent to use tools that are not enabled. - Writing internal shortcuts the Guest would not understand. - Making the agent overconfident when it should escalate. - Putting secrets or private credentials in prompts. ## Related pages - [Agent Tools](/docs/agent-tools) - [SMS Channel](/docs/sms-channel) - [WhatsApp Channel](/docs/whatsapp-channel) --- --- title: "Agent Settings" description: "Configure voice, AI providers, transcription, language, personality, and call behavior." publishedAt: "2026-06-27" modifiedAt: "2026-07-07" category: "Agent Setup" tags: "Voicetta, agent settings, voice, AI, transcription" navOrder: "14" canonical: "https://voicetta.com/docs/agent-settings" --- # Agent Settings Agent settings control how the agent sounds, listens, thinks, and behaves during calls. Use this page after the greeting and core prompt are in place. ## Why it matters for your business - **Save money:** choose model and voice settings that fit your quality and cost needs. - **Work faster:** tune the voice pipeline without rebuilding the agent. - **Standardize service:** keep tone, language, and behavior consistent across calls. - **Delight every Guest:** a clear voice and reliable conversation flow feel more human and respectful. ## What you can configure Depending on your workspace setup, settings may include: - voice and text-to-speech provider, - speech-to-text provider, - LLM provider and model, - language, - personality and speaking style, - call behavior, - real-time or chained voice pipeline, - provider API keys. ## Always-current models and voices Model and voice lists are synced automatically with our AI partners — you always see the current catalog without waiting for an app update: - New models appear in the pickers as soon as our platform supports them. - ElevenLabs and Cartesia voice lists refresh directly from the providers. - OpenAI Realtime voices (built-in pipeline) are discovered live from OpenAI, with a short description for each voice. - Models labeled **"(voicetta)"** can run through the Voicetta subscription — no provider account needed. ## Who pays for a provider Each provider in the pickers shows a billing badge: | Badge | Meaning | |-------|---------| | **Your key** | You added your own API key — the provider bills you directly, model usage is free on the Voicetta side. | | **Voicetta** | No key needed — usage runs through Voicetta and is billed to your wallet at the listed per-minute rate. | | *(No API key)* | The provider needs a key that neither you nor Voicetta has — add one in Settings to unlock it. | You can freely pick any provider with a **Voicetta** badge even without your own accounts. ## Step-by-step in the app 1. Open **Agent → Agent settings**. 2. Review the selected voice. 3. Review AI and transcription providers and their billing badges. 4. Check billing notes for platform-billed usage or BYOK usage. 5. Save changes. 6. Run a test call. ## Billing note If you bring your own provider keys, that provider may bill you directly for model usage. Without your own keys, model usage is billed by Voicetta at the rates shown next to each model. Voicetta may still charge wallet-based platform, phone, or carrier fees depending on the call path. ## Best practices - Test after every voice or model change. - Use the simplest model that answers accurately. - Match voice style to your brand. - Keep business rules in prompts, not only in model selection. ## Related pages - [API Keys and BYOK](/docs/api-keys-byok) - [Billing, Wallet, and Pricing](/docs/billing-and-wallet) - [Test Your Agent](/docs/test-your-agent) --- --- title: "Test Your Agent" description: "Run browser test calls before sending real Guest traffic to your agent." publishedAt: "2026-06-27" modifiedAt: "2026-06-27" category: "Agent Setup" tags: "Voicetta, test call, browser call, quality" navOrder: "15" canonical: "https://voicetta.com/docs/test-your-agent" --- # Test Your Agent Testing lets you hear the agent before Guests do. Use test calls after changing prompts, knowledge, voice settings, tools, or integrations. ## Why it matters for your business - **Save money:** catch issues before they reach live calls. - **Work faster:** validate changes immediately in the browser. - **Standardize service:** confirm the agent follows your approved flow. - **Delight every Guest:** avoid awkward greetings, missing facts, or wrong escalation behavior. ## Before you start Allow microphone access in your browser. Prepare a realistic Guest scenario, such as: - asking a common question, - booking or rescheduling, - asking for directions, - requesting a confirmation, - asking something the agent should escalate. ## Step-by-step in the app 1. Open an Agent page. 2. Click **Test your agent**. 3. Allow microphone access. 4. Speak like a real Guest. 5. End the call. 6. Review the conversation in **History** if it is saved for your workspace. 7. Adjust the prompt, knowledge, or settings and test again. ## Best practices - Test happy paths and edge cases. - Ask questions from the Guest's point of view. - Test after uploading or approving knowledge. - Test SMS or WhatsApp tools only after the channel is configured. ## Related pages - [Inbound Calls](/docs/inbound-calls) - [Agent Settings](/docs/agent-settings) - [History and Guest Timelines](/docs/history-and-timelines) --- --- title: "Phone Numbers" description: "Buy, assign, route, and manage the numbers Guests use to reach your agent." publishedAt: "2026-06-27" modifiedAt: "2026-06-27" category: "Channels" tags: "Voicetta, phone numbers, routing, SIP, voice" navOrder: "25" canonical: "https://voicetta.com/docs/phone-numbers" --- # Phone Numbers Phone numbers connect your agent to real voice calls. Use **Phone numbers** to buy a Voicetta number, assign it to an agent, enable inbound or outbound routing, and prepare for live traffic. ## Why it matters for your business - **Save money:** route calls to an agent instead of missing them or staffing every hour manually. - **Work faster:** buy and activate numbers from the app. - **Standardize service:** each number can be linked to the correct agent and workflow. - **Delight every Guest:** Guests call a real number and receive a consistent answer. ## Before you start You need: - an agent, - a payment method, - the country and number type you want, - any required regulatory information for that country, - a decision about inbound and outbound calling. ## Step-by-step in the app 1. Open **Phone numbers**. 2. Choose whether to buy a new number or manage an existing one. 3. Select the country and number type. 4. Complete regulatory requirements if shown. 5. Confirm the monthly and upfront costs before purchase. 6. Assign the number to the correct agent. 7. Enable inbound routing. 8. Enable outbound routing only when you need outbound calls. 9. Test the number. ## Cost boundaries Phone numbers can include: - a monthly platform phone number fee, - carrier or base number costs, - possible upfront costs, - voice usage costs during calls. Review **Billing** and **Pricing** for the current values shown in your workspace. ## Common mistakes - Buying a number before the agent is tested. - Forgetting regulatory requirements for some countries. - Enabling outbound calls without checking restrictions. - Assigning the number to the wrong agent. ## Related pages - [Inbound Calls](/docs/inbound-calls) - [Outbound Calls](/docs/outbound-calls) - [Billing, Wallet, and Pricing](/docs/billing-and-wallet) - [Calling Restrictions](/docs/calling-restrictions) --- --- title: "Knowledge Base" description: "Control what your agent knows by adding documents, FAQs, website content, and approved business information." publishedAt: "2026-06-27" modifiedAt: "2026-06-27" category: "Knowledge" tags: "Voicetta, knowledge base, documents, FAQs" navOrder: "30" canonical: "https://voicetta.com/docs/knowledge-base" --- # Knowledge Base The knowledge base is what your agent can look up during conversations. Use it for business facts, policies, property details, FAQs, menus, service descriptions, and other information a Guest may ask about. ## Why it matters for your business - **Save money:** reduce repeated questions handled manually by your team. - **Work faster:** update knowledge without rewriting the full agent prompt. - **Standardize service:** give the agent one approved source of truth. - **Delight every Guest:** answers become faster, clearer, and more consistent. ## What belongs in the knowledge base Good knowledge includes: - FAQs, - opening hours, - locations and directions, - product or service descriptions, - reservation or booking rules, - refund or cancellation policies, - property/listing details, - handoff instructions. ## Step-by-step in the app 1. Open **Knowledge base**. 2. Create or choose a category. 3. Upload documents or add staged content from onboarding, website scrape, or integrations. 4. Review the content. 5. Approve what the agent can use. 6. Test the agent with realistic Guest questions. ## Best practices - Keep facts short and specific. - Remove outdated content. - Use review before use for scraped or imported information. - Test the agent after approving important knowledge. ## Related pages - [Website Scrape](/docs/website-scrape) - [Review Before Use](/docs/review-before-use) - [Knowledge Upload Troubleshooting](/docs/knowledge-upload-troubleshooting) --- --- title: "Website Scrape" description: "Use your website to prepare knowledge for the agent, then review it before it goes live." publishedAt: "2026-06-27" modifiedAt: "2026-06-27" category: "Knowledge" tags: "Voicetta, website scrape, knowledge, review" navOrder: "31" canonical: "https://voicetta.com/docs/website-scrape" --- # Website Scrape Website scrape helps Voicetta collect public business information from your site and prepare it for review. It is a shortcut for building the first knowledge base, not a replacement for human review. ## Why it matters for your business - **Save money:** reduce manual copy-paste from your website. - **Work faster:** start with existing public content. - **Standardize service:** turn your website into structured agent knowledge. - **Delight every Guest:** the agent can answer from current business information instead of guessing. ## Before you start Check that your website has: - accurate hours, - service descriptions, - locations, - contact information, - FAQs or policies, - pages you want Guests to rely on. ## Step-by-step in the app 1. Open **Settings** or onboarding where website information is requested. 2. Add your business website. 3. Start the scrape if the option is available. 4. Review the staged content. 5. Approve only information the agent should use. 6. Test the agent with questions from those pages. ## Best practices - Do not approve old prices, expired offers, or outdated policies. - Keep sensitive internal documents out of public website scrape. - Re-run or update knowledge after major website changes. - Use short, clear pages on your site for better agent answers. ## Related pages - [Knowledge Base](/docs/knowledge-base) - [Review Before Use](/docs/review-before-use) - [Business Settings](/docs/business-settings) --- --- title: "Review Before Use" description: "Approve staged knowledge before the agent can use it with Guests." publishedAt: "2026-06-27" modifiedAt: "2026-06-27" category: "Knowledge" tags: "Voicetta, review, staged knowledge, approval" navOrder: "32" canonical: "https://voicetta.com/docs/review-before-use" --- # Review Before Use Review before use is the approval step between new content and live agent knowledge. The agent should not use scraped, imported, or uploaded information until it is approved. ## Why it matters for your business - **Save money:** prevent wrong answers that create refunds, callbacks, or support work. - **Work faster:** approve clean content once and reuse it across calls. - **Standardize service:** only approved information becomes part of the Guest experience. - **Delight every Guest:** Guests receive reliable answers instead of unverified content. ## What can be staged Staged content may come from: - website scrape, - onboarding, - manual file upload, - Guesty or PMS listing sync, - company information, - FAQs. ## Step-by-step in the app 1. Open **Knowledge base**. 2. Find content marked as needing review. 3. Preview the content. 4. Approve accurate content. 5. Reject or edit content that is incomplete, outdated, or unsafe. 6. Test the agent after approving important information. ## Best practices - Approve information in small batches. - Use clear titles for categories. - Reject content that should not be said to a Guest. - Re-check imported property or listing data before peak seasons. ## Related pages - [Knowledge Base](/docs/knowledge-base) - [Website Scrape](/docs/website-scrape) - [Guesty PMS](/docs/integration-guesty) --- --- title: "Knowledge Upload Troubleshooting" description: "Fix common issues when knowledge files, staged content, or approvals do not behave as expected." publishedAt: "2026-06-27" modifiedAt: "2026-06-27" category: "Knowledge" tags: "Voicetta, knowledge base, troubleshooting, upload" navOrder: "33" canonical: "https://voicetta.com/docs/knowledge-upload-troubleshooting" --- # Knowledge Upload Troubleshooting Use this page when uploaded or staged knowledge is not available to the agent yet. ## Why it matters for your business - **Save money:** resolve setup issues before Guests receive incomplete answers. - **Work faster:** know whether the issue is upload, review, approval, or testing. - **Standardize service:** keep the agent using approved content only. - **Delight every Guest:** avoid answers based on missing or outdated information. ## Common issues ### The agent cannot answer from a file Check whether the file was uploaded, processed, and approved. If it is still pending review, the agent may not use it yet. ### Website content is missing Confirm that the website URL is correct and that the page is public. Review staged content before expecting the agent to use it. ### The wrong content appears Remove or reject outdated content. Then test the agent again with a direct question. ### The file type is not accepted Use standard document formats supported by the app. If a document is complex, convert it to simpler text before uploading. ## Step-by-step checklist 1. Open **Knowledge base**. 2. Confirm the content is visible. 3. Check whether it needs review. 4. Approve accurate content. 5. Reject content the agent should not use. 6. Test the agent. 7. Contact support if processing appears stuck. ## Related pages - [Knowledge Base](/docs/knowledge-base) - [Review Before Use](/docs/review-before-use) - [Help and Support](/docs/help-and-support) --- --- title: "SMS Channel" description: "Use SMS for automatic replies, test messages, and short confirmations during voice calls." publishedAt: "2026-06-27" modifiedAt: "2026-06-27" category: "Channels" tags: "Voicetta, SMS, text messages, agent tools" navOrder: "34" canonical: "https://voicetta.com/docs/sms-channel" --- # SMS Channel SMS lets your agent send and receive text messages on the agent's phone number. The voice agent can also send short SMS confirmations during a call when the Guest agrees. ## Why it matters for your business - **Save money:** simple confirmations are cheaper than another call. - **Work faster:** the agent can send details while the Guest is still engaged. - **Standardize service:** follow-up messages use the same approved tone. - **Delight every Guest:** Guests leave the conversation with written confirmation. ## What SMS can do SMS can support: - inbound text messages, - automatic AI replies when enabled, - test SMS from the app, - short confirmations during calls, - appointment details, addresses, links, reservation numbers, or concise summaries. ## Consent and safety rules The agent should send SMS only after the Guest asks for it or agrees to receive it. Do not send sensitive personal data, payment data, passwords, or secrets by SMS. If sending to a number different from the caller's number, confirm the number first. ## Step-by-step in the app 1. Open **Agent → Connections**. 2. Find SMS under communication channels. 3. Configure the channel for the agent's phone number. 4. Enable automatic replies if needed. 5. Enable the voice-call SMS confirmation tool if needed. 6. Send a test message. 7. Review sent and received messages in **History**. ## Cost note History may show estimated message costs. Current release notes describe agent-sent SMS as `$0.05` per message. Treat displayed costs as visibility for operations; billing pages and invoices remain the source for wallet and invoice status. ## Related pages - [Agent Tools](/docs/agent-tools) - [History and Guest Timelines](/docs/history-and-timelines) - [Billing, Wallet, and Pricing](/docs/billing-and-wallet) --- --- title: "WhatsApp Channel" description: "Connect WhatsApp Business so the agent can receive and reply to WhatsApp messages on a business number." publishedAt: "2026-06-27" modifiedAt: "2026-06-27" category: "Channels" tags: "Voicetta, WhatsApp, WhatsApp Business, messaging" navOrder: "35" canonical: "https://voicetta.com/docs/whatsapp-channel" --- # WhatsApp Channel WhatsApp lets your agent receive and reply to WhatsApp messages on a business number connected to the agent. Inbound WhatsApp calls are supported. Outbound WhatsApp calling is not exposed as an active agent tool yet. ## Why it matters for your business - **Save money:** answer common questions without manual messaging. - **Work faster:** Guests can continue the conversation in a channel they already use. - **Standardize service:** WhatsApp replies use the same agent context and instructions. - **Delight every Guest:** communication feels natural and easy. ## Requirements You typically need: - a phone number assigned to the agent, - a WhatsApp Business setup path, - permission to manage the business account, - a number that is not already active on a conflicting WhatsApp setup. ## Step-by-step in the app 1. Open **Agent → Connections**. 2. Select WhatsApp. 3. Choose the agent phone number to connect. 4. Complete the WhatsApp Business setup flow. 5. Enable automatic replies if needed. 6. Send a test message. 7. Review WhatsApp conversations in **History**. ## What appears in History WhatsApp messages appear in the same Guest timeline as voice calls and SMS when Voicetta can match the phone number in the workspace. ## Cost note Release notes describe agent-sent WhatsApp messages as `$0.0001` per message. Treat displayed costs as operational estimates; billing pages and invoices remain the source for wallet and invoice status. ## Related pages - [Agent Tools](/docs/agent-tools) - [History and Guest Timelines](/docs/history-and-timelines) - [Conversation Memory](/docs/conversation-memory) --- --- title: "Calling Restrictions" description: "Understand outbound calling boundaries, country rules, consent, and safe use expectations." publishedAt: "2026-06-27" modifiedAt: "2026-06-27" category: "Channels" tags: "Voicetta, calling restrictions, outbound, compliance" navOrder: "36" canonical: "https://voicetta.com/docs/calling-restrictions" --- # Calling Restrictions Calling availability can depend on country, number type, carrier rules, workspace setup, and compliance requirements. Use this page before relying on outbound calls at scale. ## Why it matters for your business - **Save money:** avoid failed calls and unsupported routes. - **Work faster:** know what must be checked before a campaign or follow-up flow. - **Standardize service:** keep calling behavior inside approved boundaries. - **Delight every Guest:** avoid unwanted or confusing calls. ## Safe use expectations Use outbound calls only when the Guest relationship and consent make sense for your use case. Do not use Voicetta for spam, emergency communication, deceptive outreach, or regulated messaging without the required review. ## What to check Before outbound calling, confirm: - the agent has a valid outbound prompt, - the phone number is enabled for outbound use, - the destination number is valid, - the country is supported for your workspace, - the call purpose is allowed, - your team has permission to contact the Guest. ## If a call fails Check: 1. phone number format, 2. outbound toggle, 3. country support, 4. wallet/payment readiness, 5. carrier or routing status, 6. whether the destination blocks unknown or automated calls. ## Related pages - [Outbound Calls](/docs/outbound-calls) - [Phone Numbers](/docs/phone-numbers) - [Troubleshooting](/docs/troubleshooting) --- --- title: "History and Guest Timelines" description: "Use History to see the full Guest story across voice, SMS, WhatsApp, costs, and conversation details." publishedAt: "2026-06-27" modifiedAt: "2026-06-27" category: "Conversations" tags: "Voicetta, History, timelines, Guest, SMS, WhatsApp" navOrder: "40" canonical: "https://voicetta.com/docs/history-and-timelines" --- # History and Guest Timelines History shows everything that happened with a Guest in one place. Instead of checking calls, SMS, and WhatsApp separately, you can open one Guest timeline and see the full conversation story. ## Why it matters for your business - **Save money:** reduce time spent searching across separate records. - **Work faster:** review context before follow-up in seconds. - **Standardize service:** the whole team sees the same Guest history. - **Delight every Guest:** Guests do not need to repeat themselves. ## What you see For each Guest, History can show: - channels used: voice, SMS, WhatsApp, - latest activity, - conversation count, - estimated sent message costs, - voice call details, - transcripts, summaries, and analytics when available. ## Step-by-step in the app 1. Open **History**. 2. Search or filter conversations. 3. Click a Guest. 4. Review the timeline in order. 5. Open a conversation detail for transcript, summary, recording, or cost details. 6. Use what you learn to update prompts, knowledge, or team processes. ## Cost visibility History may show estimated message costs and wallet charge information when available. Use those numbers for operational visibility. Billing and invoices remain the final commercial source. ## Related pages - [Conversation Memory](/docs/conversation-memory) - [SMS Channel](/docs/sms-channel) - [WhatsApp Channel](/docs/whatsapp-channel) - [Call Recordings](/docs/call-recordings) --- --- title: "Conversation Memory" description: "Let the agent use relevant previous Guest context across voice, SMS, and WhatsApp within the same workspace." publishedAt: "2026-06-27" modifiedAt: "2026-06-27" category: "Conversations" tags: "Voicetta, memory, conversations, Guest context" navOrder: "41" canonical: "https://voicetta.com/docs/conversation-memory" --- # Conversation Memory Conversation memory helps the agent use relevant previous context from the same Guest. Memory is scoped to the current workspace. ## Why it matters for your business - **Save money:** fewer repeated questions and shorter follow-ups. - **Work faster:** agents and team members start with context. - **Standardize service:** prior interactions inform the next conversation consistently. - **Delight every Guest:** the Guest feels remembered instead of reset. ## What memory can help with Memory can help the agent remember: - previous questions, - preferences, - reservation or inquiry context, - channel history, - unresolved requests, - whether the Guest already received a confirmation. ## What memory should not replace Memory should not replace verification for sensitive or high-risk actions. The agent should still confirm identity, dates, payment-sensitive details, or anything where mistakes could harm the Guest or business. ## Step-by-step in the app 1. Configure memory where channel or agent settings expose it. 2. Choose whether SMS, WhatsApp, and voice can use memory. 3. Set summary or model options if available. 4. Test with a repeated Guest scenario. 5. Review History to confirm the timeline and memory behavior make sense. ## Related pages - [History and Guest Timelines](/docs/history-and-timelines) - [Our Guest Philosophy](/docs/our-guest-philosophy) - [Agent Settings](/docs/agent-settings) --- --- title: "Call Recordings" description: "Understand where recordings fit into History and how they help review quality." publishedAt: "2026-06-27" modifiedAt: "2026-06-27" category: "Conversations" tags: "Voicetta, recordings, History, quality review" navOrder: "42" canonical: "https://voicetta.com/docs/call-recordings" --- # Call Recordings Call recordings help your team review what happened in a conversation. When recordings are available for your workspace and call type, they appear with conversation details in History. ## Why it matters for your business - **Save money:** understand issues without scheduling extra internal reviews. - **Work faster:** replay important calls instead of guessing from notes. - **Standardize service:** use real calls to improve prompts and escalation rules. - **Delight every Guest:** improve quality based on what Guests actually experience. ## What recordings are useful for Use recordings to: - audit call quality, - confirm whether the agent followed instructions, - investigate complaints, - train your team, - improve prompts and knowledge, - understand missed or escalated requests. ## Step-by-step in the app 1. Open **History**. 2. Select a Guest or conversation. 3. Open conversation details. 4. Play the recording if available. 5. Compare the recording with the transcript and summary. 6. Update prompts or knowledge if needed. ## Privacy note Recording availability and retention can depend on workspace settings, laws, and deployment configuration. Use recordings responsibly and follow the consent requirements that apply to your business. ## Related pages - [History and Guest Timelines](/docs/history-and-timelines) - [Troubleshooting](/docs/troubleshooting) - [Business Settings](/docs/business-settings) --- --- title: "Integrations Overview" description: "Connect calendars, CRMs, PMS tools, communication tools, databases, and spreadsheets to turn conversations into business actions." publishedAt: "2026-06-27" modifiedAt: "2026-06-27" category: "Integrations" tags: "Voicetta, integrations, CRM, calendar, PMS" navOrder: "50" canonical: "https://voicetta.com/docs/integrations-overview" --- # Integrations Overview Integrations connect Voicetta to the systems your business already uses. They let the agent book, check, create, update, or send information instead of only talking. ## Why it matters for your business - **Save money:** reduce manual copy-paste after calls. - **Work faster:** take actions during the Guest conversation. - **Standardize service:** use the same approved workflow for every booking, lead, or follow-up. - **Delight every Guest:** Guests can complete the next step without waiting for a human callback. ## Where to find integrations Open **Agent → Connections**. Integrations are grouped by category, such as: - Calendar, - CRM, - Communication, - Database, - PMS, - productivity tools. ## Recommended setup flow 1. Connect the external system. 2. Confirm permissions. 3. Enable only the tools your agent should use. 4. Add prompt instructions for when to use each tool. 5. Run a test call. 6. Review the result in History or the connected system. ## Related pages - [Guesty PMS](/docs/integration-guesty) - [Cal.com](/docs/integration-calcom) - [Google Calendar](/docs/integration-google-calendar) - [Agent Tools](/docs/agent-tools) --- --- title: "Guesty PMS" description: "Connect Guesty so Voicetta can support hospitality Guests with reservation and property context." publishedAt: "2026-06-27" modifiedAt: "2026-06-27" category: "Integrations" tags: "Voicetta, Guesty, PMS, hospitality" navOrder: "51" canonical: "https://voicetta.com/docs/integration-guesty" --- # Guesty PMS Guesty connects Voicetta to property and reservation context for hospitality teams. Use it when your agent needs to support Guests with booking, stay, property, or reservation questions. ## Why it matters for your business - **Save money:** reduce manual reservation lookup during calls. - **Work faster:** let the agent use property and booking context during the conversation. - **Standardize service:** apply one hospitality service standard across listings. - **Delight every Guest:** Guests get faster answers about their stay. ## Before you start Prepare: - Guesty access with permission to connect integrations, - the Guesty integration token or approved connection flow, - the Voicetta workspace and agent you want to connect, - property/listing information you want reviewed for knowledge use. ## Step-by-step in the app 1. Open **Agent → Connections**. 2. Find **Guesty** under PMS. 3. Start the connect flow. 4. Paste or approve the required Guesty connection token when prompted. 5. Save the connection. 6. Review imported or staged property knowledge. 7. Test the agent with realistic Guest reservation questions. ## Best practices - Approve listing knowledge before relying on it in calls. - Include escalation rules for refunds, exceptions, or sensitive reservation changes. - Test existing-reservation and new-booking questions separately. ## Related pages - [Review Before Use](/docs/review-before-use) - [Knowledge Base](/docs/knowledge-base) - [Integrations Overview](/docs/integrations-overview) --- --- title: "Cal.com" description: "Connect Cal.com so the agent can help Guests find or book calendar availability." publishedAt: "2026-06-27" modifiedAt: "2026-06-27" category: "Integrations" tags: "Voicetta, Cal.com, calendar, booking" navOrder: "52" canonical: "https://voicetta.com/docs/integration-calcom" --- # Cal.com Cal.com connects Voicetta to calendar booking workflows. Use it when the agent should help Guests schedule appointments, calls, or meetings. ## Why it matters for your business - **Save money:** reduce manual scheduling back-and-forth. - **Work faster:** let Guests move from question to booking in one conversation. - **Standardize service:** use the same calendar rules every time. - **Delight every Guest:** Guests get available times without waiting for a coordinator. ## Step-by-step in the app 1. Open **Agent → Connections**. 2. Find **Cal.com** under Calendar. 3. Connect your Cal.com account. 4. Choose the event type or booking flow. 5. Save the integration. 6. Add prompt instructions for when the agent should offer booking. 7. Test with a scheduling call. ## Best practices - Keep booking rules simple. - Tell the agent what information to collect before booking. - Confirm dates and times clearly with the Guest. - Use SMS or WhatsApp confirmation if configured and the Guest agrees. ## Related pages - [Integrations Overview](/docs/integrations-overview) - [Prompt Editor](/docs/prompt-editor) - [SMS Channel](/docs/sms-channel) --- --- title: "Previo and iDobooking" description: "Use PMS integrations for hospitality availability, reservation, and property workflows." publishedAt: "2026-06-27" modifiedAt: "2026-06-27" category: "Integrations" tags: "Voicetta, Previo, iDobooking, PMS, hospitality" navOrder: "53" canonical: "https://voicetta.com/docs/integration-previo-idobooking" --- # Previo and iDobooking Previo and iDobooking integrations support hospitality workflows where the agent needs property, availability, or reservation context. Use these pages as product guidance; exact availability may depend on your workspace and integration status. ## Why it matters for your business - **Save money:** reduce manual PMS checks during calls. - **Work faster:** help Guests with property and reservation context in real time. - **Standardize service:** use the same rules across properties and channels. - **Delight every Guest:** Guests get clearer answers without being transferred repeatedly. ## Step-by-step in the app 1. Open **Agent → Connections**. 2. Find Previo or iDobooking under PMS. 3. Connect the account if the integration is available for your workspace. 4. Confirm what tools are enabled. 5. Add prompt instructions for when to use PMS data. 6. Test with common reservation and availability questions. ## Best practices - Keep approval rules strict for bookings, cancellations, and price changes. - Escalate refunds, exceptions, and special approvals. - Keep PMS data and knowledge base content aligned. ## Related pages - [Guesty PMS](/docs/integration-guesty) - [Integrations Overview](/docs/integrations-overview) - [Review Before Use](/docs/review-before-use) --- --- title: "Google Calendar" description: "Connect Google Calendar when the agent needs scheduling context or booking actions." publishedAt: "2026-06-27" modifiedAt: "2026-06-27" category: "Integrations" tags: "Voicetta, Google Calendar, calendar, scheduling" navOrder: "54" canonical: "https://voicetta.com/docs/integration-google-calendar" --- # Google Calendar Google Calendar helps Voicetta support scheduling workflows. Use it when the agent needs to check availability, coordinate bookings, or guide Guests toward an appointment flow. ## Why it matters for your business - **Save money:** reduce manual scheduling work. - **Work faster:** keep the Guest moving during the same conversation. - **Standardize service:** use approved scheduling rules. - **Delight every Guest:** Guests get clear next steps instead of waiting for a callback. ## Step-by-step in the app 1. Open **Agent → Connections**. 2. Find **Google Calendar** under Calendar. 3. Connect the account. 4. Confirm the calendar or event workflow. 5. Add prompt instructions for when the agent should schedule or escalate. 6. Test with a realistic scheduling request. ## Related pages - [Integrations Overview](/docs/integrations-overview) - [Cal.com](/docs/integration-calcom) - [Prompt Editor](/docs/prompt-editor) --- --- title: "GoHighLevel" description: "Use GoHighLevel integrations for contacts, calendars, and lead workflows." publishedAt: "2026-06-27" modifiedAt: "2026-06-27" category: "Integrations" tags: "Voicetta, GoHighLevel, CRM, calendar" navOrder: "55" canonical: "https://voicetta.com/docs/integration-go-high-level" --- # GoHighLevel GoHighLevel integrations help Voicetta connect Guest conversations with CRM and calendar workflows. Use it when inbound calls should create or update contact context, support follow-up, or connect to scheduling. ## Why it matters for your business - **Save money:** reduce manual CRM entry after calls. - **Work faster:** move qualified Guests into follow-up workflows. - **Standardize service:** keep lead capture fields consistent. - **Delight every Guest:** follow-up becomes faster and more reliable. ## Step-by-step in the app 1. Open **Agent → Connections**. 2. Find GoHighLevel options under CRM or Calendar. 3. Connect the account. 4. Confirm what actions the agent may use. 5. Add prompt instructions for qualifying and updating contacts. 6. Test with a lead qualification scenario. ## Related pages - [Lead Scraper](/docs/lead-scraper) - [CRM Integrations](/docs/integration-crm) - [Integrations Overview](/docs/integrations-overview) - [History and Guest Timelines](/docs/history-and-timelines) --- --- title: "CRM Integrations" description: "Connect CRM systems so Guest conversations become structured business records." publishedAt: "2026-06-27" modifiedAt: "2026-06-27" category: "Integrations" tags: "Voicetta, CRM, Salesforce, HubSpot, OpenTable, CoverManager" navOrder: "56" canonical: "https://voicetta.com/docs/integration-crm" --- # CRM Integrations CRM integrations help Voicetta keep Guest conversations connected to business records. Available catalog items can include systems such as GoHighLevel Contact, Salesforce, HubSpot, OpenTable, and CoverManager depending on your workspace. ## Why it matters for your business - **Save money:** avoid retyping call notes and lead details. - **Work faster:** route qualified conversations into the correct system. - **Standardize service:** capture the same fields every time. - **Delight every Guest:** follow-up is based on context, not memory. ## Step-by-step in the app 1. Open **Agent → Connections**. 2. Choose a CRM integration. 3. Connect the account. 4. Confirm available actions. 5. Add prompt instructions for when the agent should create or update records. 6. Test with a realistic Guest inquiry. ## Best practices - Keep required fields short. - Confirm important Guest details before writing them to a CRM. - Escalate sensitive or ambiguous requests. ## Related pages - [Lead Scraper](/docs/lead-scraper) - [GoHighLevel](/docs/integration-go-high-level) - [Integrations Overview](/docs/integrations-overview) - [Prompt Editor](/docs/prompt-editor) --- --- title: "Communication Integrations" description: "Connect email and communication tools for structured follow-up after Guest conversations." publishedAt: "2026-06-27" modifiedAt: "2026-06-27" category: "Integrations" tags: "Voicetta, Gmail, Microsoft Email, communication" navOrder: "57" canonical: "https://voicetta.com/docs/integration-communication" --- # Communication Integrations Communication integrations help Voicetta support follow-up outside the live call. Catalog items can include Gmail and Microsoft Email depending on your workspace. ## Why it matters for your business - **Save money:** reduce manual follow-up messages. - **Work faster:** keep communication close to the conversation that created it. - **Standardize service:** use approved messaging patterns. - **Delight every Guest:** confirmations and next steps arrive quickly. ## Step-by-step in the app 1. Open **Agent → Connections**. 2. Choose a communication integration. 3. Connect the account. 4. Confirm what the agent is allowed to send or prepare. 5. Add prompt instructions for when to use the integration. 6. Test with a safe internal scenario first. ## Safety rules Do not ask the agent to send sensitive personal data, payment details, passwords, or secrets. ## Related pages - [SMS Channel](/docs/sms-channel) - [WhatsApp Channel](/docs/whatsapp-channel) - [Agent Tools](/docs/agent-tools) --- --- title: "Sheets and Airtable" description: "Use spreadsheet and database integrations for lightweight operational workflows." publishedAt: "2026-06-27" modifiedAt: "2026-06-27" category: "Integrations" tags: "Voicetta, Google Sheets, Airtable, database" navOrder: "58" canonical: "https://voicetta.com/docs/integration-sheets-airtable" --- # Sheets and Airtable Google Sheets and Airtable integrations are useful when your team runs lightweight workflows outside a full CRM. Use them to capture structured information from Guest conversations. ## Why it matters for your business - **Save money:** avoid building a custom CRM for simple workflows. - **Work faster:** collect repeatable fields directly from calls. - **Standardize service:** keep lead, request, or booking data in one format. - **Delight every Guest:** follow-up is easier because details are captured correctly. ## Step-by-step in the app 1. Open **Agent → Connections**. 2. Choose Google Sheets or Airtable if available. 3. Connect the account. 4. Confirm the target sheet, base, or table. 5. Define what fields the agent should collect. 6. Test with a sample Guest scenario. ## Best practices - Keep fields clear and required only when necessary. - Confirm spelling, phone numbers, and dates before saving. - Use CRM integrations for more complex pipelines. ## Related pages - [Integrations Overview](/docs/integrations-overview) - [CRM Integrations](/docs/integration-crm) - [Prompt Editor](/docs/prompt-editor) --- --- title: "Home Dashboard and Analytics" description: "Use Home to monitor setup progress, call activity, money saved, usage, and operational impact." publishedAt: "2026-06-27" modifiedAt: "2026-06-27" category: "Operations" tags: "Voicetta, dashboard, analytics, ROI" navOrder: "60" canonical: "https://voicetta.com/docs/home-dashboard" --- # Home Dashboard and Analytics Home is the operational overview for your workspace. Use it to understand setup progress, call volume, usage, and where Voicetta is creating value. ## Why it matters for your business - **Save money:** see where calls are handled without extra staff. - **Work faster:** review the most important indicators in one place. - **Standardize service:** align the team around the same metrics. - **Delight every Guest:** spot coverage or quality gaps before they become service problems. ## What to look for Depending on workspace data, Home can show: - setup tasks, - call activity, - connected call time, - money saved, - AI impact, - wallet spend, - concurrent call capacity, - time-range filters. ## Step-by-step in the app 1. Open **Home**. 2. Finish any setup tasks shown. 3. Review call activity over the selected period. 4. Check money saved and wallet spend. 5. Use anomalies to investigate History, prompts, or knowledge. ## Related pages - [History and Guest Timelines](/docs/history-and-timelines) - [Billing, Wallet, and Pricing](/docs/billing-and-wallet) - [Getting Started](/docs/getting-started) --- --- title: "Lead Scraper" description: "Build a contact list of companies from Google Maps — with phone numbers and emails — then export to CSV/Excel or send straight to GoHighLevel." publishedAt: "2026-07-07" modifiedAt: "2026-07-07" category: "Operations" tags: "Voicetta, lead scraper, lead generation, GoHighLevel, CSV, Excel" navOrder: "61" canonical: "https://voicetta.com/docs/lead-scraper" --- # Lead Scraper Lead Scraper turns a search like "dentist in Warsaw" into a clean list of companies with phone numbers and emails, ready to call or import into your CRM. It runs a two-step pipeline for you automatically: first it collects businesses from Google Maps, then it visits each company website to extract emails and social profiles. You only pay for what a search actually uses, deducted from your Voicetta wallet. ## Why it matters for your business - **Save money:** skip paid lead lists and manual copy-paste from Google Maps and websites. - **Work faster:** one search produces a call- and email-ready contact list in minutes. - **Standardize service:** every export has the same columns, so your team works from one format. - **Fill your pipeline:** send new leads straight into GoHighLevel with tags that trigger your automations. - **Delight every Guest:** first outreach calls feel informed because your list includes the right contact details. ## How it works 1. **Find companies:** Voicetta searches Google Maps for your terms and location, collecting name, category, address, phone, rating, and website. 2. **Extract contacts:** for each company website (and social profile pages), it scans for emails, extra phone numbers, and social links. 3. **Merge:** results are combined per company, keeping both the Google Maps phone and any phone found on the website. By default only companies **with a website** are scanned, because a website is where emails are found. You can include companies without a website too — you will get their name and phone, but no email. ## Step-by-step in the app 1. Open **Lead Scraper** from the sidebar. 2. Enter one or more **search terms** (for example `dentist`, `car workshop`). 3. Enter a **location** (for example `Warsaw, Poland`). 4. Set **results per term** (up to 120 — Google Maps shows about that many per search). 5. Review the **estimated cost** shown under the button, then select **Find leads**. 6. Watch the two-step progress. You can leave the page — the search keeps running. 7. When it finishes, review the results table: company, phone, email, website, rating. ## Filters Open **Filters** on the search card to narrow results and control cost: - **Category keywords:** keep only places matching a category word (for example `pizza`, `implants`). - **Minimum rating:** Any, 3+, 3.5+, 4+, or 4.5+. - **Name matching:** Any, Includes, or Exact. - **Skip closed places:** ignore permanently or temporarily closed businesses. - **Location precision:** country, city, state, and postal code, or a GPS point with a radius. - **Language:** the language of the returned place details. - **Include companies without a website:** off by default (no email possible). - **Crawl depth:** Contact page only, Standard, or Deep — deeper crawls find more emails but cost more. **Tip:** for large cities, split searches by postal code or district instead of raising results per term. ## Export From the results table, choose **Export**: - **GHL Companies CSV (.csv):** a CSV shaped for HighLevel's **Contacts → Companies → Import** flow. It uses Company fields like `Name`, `Email`, `Phone`, `Website`, `Address`, and `Description`. - **Excel workbook (.xlsx):** a ready-to-open spreadsheet for Excel, Google Sheets, or Numbers, with a bold header row. HighLevel Company import accepts CSV only, so use this format for review/editing, then save as CSV if needed. Extra emails, phones, social links, rating, review count, and Google Maps URL are kept in additional columns so they can be ignored or mapped to custom Company fields during HighLevel import. Use the quick filters ("Has email", "Has phone") and per-row copy buttons to grab a single value fast. ## Send to GoHighLevel If your workspace has a GoHighLevel connection, select **Send to GoHighLevel** and choose where the records should go: - **Companies:** creates GoHighLevel Company records, upserts a tagged contact when the lead has an email or phone, and links that contact to the company. - **Contacts:** uses the classic contact upsert flow with tags for automations. Add **tags** before confirming. These trigger your GoHighLevel automations and campaigns, and Voicetta also adds a `voicetta-lead-scraper` tag so you can find the records later. For Companies, HighLevel receives the Company record plus a linked, tagged Contact for automation. If your existing GoHighLevel connection was created before Company export was added, reconnect GoHighLevel to grant the newer object-record permissions. Not connected yet? Connect GoHighLevel in **Agent → Connections** first. If you do not have a GoHighLevel account, you can create one and then connect it. ## Billing Each search is charged to your Voicetta wallet based on actual usage: - Before a search starts, Voicetta shows an **estimated maximum cost** and blocks the search if your balance is too low. - When the search finishes, your wallet is charged for what the run actually used. Cancelled searches are only charged for what they consumed. - Charges appear in your normal billing history, and each search shows its cost in the history list. ## Related pages - [GoHighLevel](/docs/integration-go-high-level) - [CRM Integrations](/docs/integration-crm) - [Billing, Wallet, and Pricing](/docs/billing-and-wallet) - [App Map](/docs/app-map) --- --- title: "Billing, Wallet, and Pricing" description: "Understand wallet credits, auto top-up, invoices, payment methods, estimates, and pricing boundaries." publishedAt: "2026-06-27" modifiedAt: "2026-07-07" category: "Admin" tags: "Voicetta, billing, wallet, invoices, pricing" navOrder: "70" canonical: "https://voicetta.com/docs/billing-and-wallet" --- # Billing, Wallet, and Pricing Billing is where workspace owners manage wallet balance, payment methods, invoices, subscriptions, and add-ons. Pricing is where the app shows the current platform rates available to your workspace. ## Why it matters for your business - **Save money:** understand what is estimated, what is wallet usage, and what appears on invoices. - **Work faster:** avoid service interruption by keeping wallet and payment methods ready. - **Standardize service:** give owners one place to manage spend. - **Delight every Guest:** live calls keep running because billing is not blocking service. ## Cost types ### Estimated costs History may show estimated costs for text messages or conversations. These are useful for operational visibility. ### Wallet charges The wallet is prepaid balance used for certain Voicetta usage charges. Depending on configuration, this can include voice usage, phone carrier fees, platform-billed AI usage, or related usage. ### Wallet history The **Balance & payments** / **Billing** screen includes **Wallet history**, a ledger of credits and debits on your workspace wallet. Use it to review: - **Top-ups:** manual and automatic wallet credits. - **Usage:** wallet debits for calls, platform-billed usage, and tools such as Lead Scraper. - **Bonuses, refunds, and adjustments:** non-standard credits or corrections applied to the wallet. Each row shows the date, description, type, and signed amount. Lead Scraper usage appears as **Lead Scraper search** when available, and voice call charges appear as **Voice conversation**. Invoices remain separate from wallet history. Wallet history explains balance movements; invoices and Stripe show card payments, subscriptions, and downloadable billing documents. ### Invoices and Stripe Cards, subscriptions, add-ons, customer portal actions, and invoices are managed through billing and Stripe flows. ### BYOK provider charges If you bring your own provider keys, that provider may bill you directly. Voicetta may still charge wallet-based platform, phone, or carrier fees. ## Step-by-step in the app 1. Open **Billing**. 2. Add or manage a payment method. 3. Check wallet balance. 4. Configure manual top-up or auto top-up. 5. Review **Wallet history** for top-ups, usage charges, refunds, and adjustments. 6. Review invoices. 7. Open **Pricing** to view current rates and add-ons. ## Known cost references Release notes describe: - SMS sent by the agent: `$0.05` - WhatsApp message sent by the agent: `$0.0001` The app may also show phone number monthly fees, voice usage rates, AI usage rates, and concurrent-call add-ons. Always rely on the current in-app Billing/Pricing screens for workspace-specific charges. ## Related pages - [Phone Numbers](/docs/phone-numbers) - [API Keys and BYOK](/docs/api-keys-byok) - [Home Dashboard](/docs/home-dashboard) --- --- title: "Workspaces and Teams" description: "Manage workspace members, roles, invitations, and access to Voicetta operations." publishedAt: "2026-06-27" modifiedAt: "2026-06-27" category: "Admin" tags: "Voicetta, workspace, team, roles, permissions" navOrder: "71" canonical: "https://voicetta.com/docs/workspaces-and-teams" --- # Workspaces and Teams A workspace is the business space where agents, numbers, knowledge, History, settings, and billing live. Team settings control who can access and manage that workspace. ## Why it matters for your business - **Save money:** avoid costly mistakes by giving people the right access. - **Work faster:** invite team members into the same workspace instead of sharing accounts. - **Standardize service:** keep operations under one controlled workspace. - **Delight every Guest:** a coordinated team sees the same context and service rules. ## Common team actions Use **Team** to: - invite members, - review existing members, - resend invitations, - remove members, - leave a workspace when appropriate, - manage access according to role. ## Best practices - Use individual accounts, not shared logins. - Give billing access only to people responsible for payment. - Review members when staff changes. - Keep prompt and settings edits limited to trusted operators. ## Related pages - [Business Settings](/docs/business-settings) - [Billing, Wallet, and Pricing](/docs/billing-and-wallet) - [History and Guest Timelines](/docs/history-and-timelines) --- --- title: "Business Settings" description: "Configure business information, operating context, website scrape, language, timezone, and model settings." publishedAt: "2026-06-27" modifiedAt: "2026-06-27" category: "Admin" tags: "Voicetta, settings, business info, website scrape" navOrder: "72" canonical: "https://voicetta.com/docs/business-settings" --- # Business Settings Business settings tell Voicetta who your business is and how the agent should understand operating context. ## Why it matters for your business - **Save money:** reduce wrong answers caused by missing business context. - **Work faster:** keep core company data in one place. - **Standardize service:** align language, timezone, hours, and website knowledge. - **Delight every Guest:** the agent answers with the correct local context. ## What to configure Settings can include: - business name, - industry, - country, - language, - timezone, - business hours, - website, - website scrape, - AI and API keys. ## Step-by-step in the app 1. Open **Settings**. 2. Review **Business info**. 3. Add or correct hours, language, country, and timezone. 4. Add your website if you want scrape or onboarding context. 5. Review staged website content before use. 6. Open **AI & API keys** if you want BYOK. ## Related pages - [Website Scrape](/docs/website-scrape) - [API Keys and BYOK](/docs/api-keys-byok) - [Getting Started](/docs/getting-started) --- --- title: "API Keys and BYOK" description: "Bring your own AI provider keys and understand when Voicetta or the provider bills usage." publishedAt: "2026-06-27" modifiedAt: "2026-07-07" category: "Admin" tags: "Voicetta, BYOK, API keys, AI providers" navOrder: "73" canonical: "https://voicetta.com/docs/api-keys-byok" --- # API Keys and BYOK BYOK means **Bring Your Own Key**. You can add provider API keys in Voicetta when you want your own AI provider account to power selected parts of the agent. **Keys are optional for voice calls.** Providers with a **Voicetta** badge in Agent Settings work out of the box — usage is billed to your Voicetta wallet. Add your own key when you prefer the provider to bill you directly; your key then takes over for that provider. ## Why it matters for your business - **Save money:** use direct provider billing where it fits your cost model. - **Work faster:** switch provider configuration without rebuilding the app. - **Standardize service:** keep selected providers consistent across agents. - **Delight every Guest:** choose models and voices that match your service quality goals. ## Where to configure keys Open **Settings → AI & API keys**. Only add keys for providers you actually plan to use. ## Common provider categories Depending on your workspace, keys may apply to: - LLMs, - speech-to-text, - text-to-speech, - realtime voice models, - hosted agent providers. ## Billing boundary If you use your own provider key, that provider may bill you directly and models show as **Free (Your Key)** in the pickers. Without a key, usage of **Voicetta**-badged providers is billed to your wallet at the listed rates. Voicetta may still charge wallet-based platform, phone, carrier, or routing fees. Always review the in-app Billing and Pricing pages before live use. ## Exception: SMS and WhatsApp text replies Text replies on the SMS and WhatsApp channels always require your own LLM key — there is no Voicetta-billed fallback for text channels. Add an LLM key in **Settings → AI & API keys** before enabling text replies. ## Best practices - Store keys only in the app's secure key fields. - Do not paste API keys into prompts or documents. - Test the agent after changing provider keys. - Remove old keys when rotating credentials. ## Related pages - [Agent Settings](/docs/agent-settings) - [Billing, Wallet, and Pricing](/docs/billing-and-wallet) - [Business Settings](/docs/business-settings) --- --- title: "Help and Support" description: "Know where to find documentation, when to contact Voicetta, and what context to include." publishedAt: "2026-06-27" modifiedAt: "2026-06-27" category: "Admin" tags: "Voicetta, help, support, documentation" navOrder: "74" canonical: "https://voicetta.com/docs/help-and-support" --- # Help and Support Use **Help** in the app when you need support contact details or documentation links. Start with docs when the question is about setup, configuration, or common troubleshooting. Contact Voicetta when the issue blocks live service, billing, or account access. ## Why it matters for your business - **Save money:** resolve common questions without waiting for support. - **Work faster:** send support the right context the first time. - **Standardize service:** keep your team using the same documented process. - **Delight every Guest:** fix issues before they affect live conversations. ## What to include when asking for help Include: - workspace name, - agent name, - affected phone number or channel, - approximate time of the issue, - History conversation if available, - what you expected to happen, - what happened instead. Do not send secrets, API keys, passwords, or payment card details in support messages. ## Useful starting pages - [Getting Started](/docs/getting-started) - [Phone Numbers](/docs/phone-numbers) - [Knowledge Base](/docs/knowledge-base) - [Billing, Wallet, and Pricing](/docs/billing-and-wallet) - [Troubleshooting](/docs/troubleshooting) ## Related pages - [Troubleshooting](/docs/troubleshooting) - [App Map](/docs/app-map) - [Glossary](/docs/glossary) --- --- title: "Troubleshooting" description: "Diagnose common setup, knowledge, phone number, channel, billing, and integration issues." publishedAt: "2026-06-27" modifiedAt: "2026-06-27" category: "Admin" tags: "Voicetta, troubleshooting, setup, support" navOrder: "75" canonical: "https://voicetta.com/docs/troubleshooting" --- # Troubleshooting Use this page when something does not work as expected. Start by identifying the product area: agent, phone number, knowledge, channel, billing, integration, or History. ## Why it matters for your business - **Save money:** fix configuration issues before they create missed calls or wrong answers. - **Work faster:** narrow the issue before contacting support. - **Standardize service:** use one troubleshooting path for the team. - **Delight every Guest:** reduce downtime and inconsistent answers. ## Agent does not sound right Check: 1. **Inbound calls** greeting and prompt. 2. **Agent settings** voice and model configuration. 3. Whether the latest changes were saved. 4. A browser test call. ## Agent cannot answer a question Check: 1. Whether the answer exists in approved knowledge. 2. Whether staged content still needs review. 3. Whether the prompt tells the agent to use knowledge. 4. Whether the question should be escalated instead. ## Phone number is not working Check: 1. The number status. 2. Whether it is assigned to the right agent. 3. Inbound routing. 4. Outbound routing if placing calls. 5. Billing/payment readiness. ## SMS or WhatsApp is not replying Check: 1. Channel connection status. 2. Automatic replies setting. 3. Whether the phone number is connected to the channel. 4. Test message behavior. 5. History timeline for the Guest. ## Billing blocks setup Check: 1. Payment method status. 2. Wallet balance. 3. Auto top-up settings. 4. Stripe portal or invoices. 5. Owner permissions. ## When to contact support Contact support when: - a live number cannot receive calls, - billing or payment blocks live service, - an integration fails after reconnecting, - messages are delivered incorrectly, - a knowledge upload stays stuck, - you see repeated failures that affect Guests. ## Related pages - [Help and Support](/docs/help-and-support) - [Knowledge Upload Troubleshooting](/docs/knowledge-upload-troubleshooting) - [Phone Numbers](/docs/phone-numbers) - [Billing, Wallet, and Pricing](/docs/billing-and-wallet) --- --- title: "Glossary" description: "Definitions for the product terms used across Voicetta documentation and app.voicetta.com." publishedAt: "2026-06-27" modifiedAt: "2026-07-08" category: "Reference" tags: "Voicetta, glossary, agent, workspace, Guest" navOrder: "90" canonical: "https://voicetta.com/docs/glossary" --- # Glossary Use this glossary when a term in the app or documentation is new. ## Why it matters for your business - **Save money:** shared definitions reduce confusion during setup. - **Work faster:** teams can understand product terms without asking support. - **Standardize service:** everyone uses the same Guest-first language. - **Delight every Guest:** clear internal language leads to clearer Guest communication. ## Guest Every person or AI agent your business serves — in **any industry**. A Guest may be a hotel guest, tenant, buyer, patient, lead, caller, customer, or AI agent acting on someone's behalf. Voicetta uses **Guest** as a service standard, not only as a hospitality term. Read the full standard: [Our Guest Philosophy](/docs/our-guest-philosophy). ## Guest intelligence How Voicetta's understanding of each Guest deepens over time — cross-channel memory, knowledge, live system connections, lasting profiles, and consistent service. See the [Product Roadmap](/docs/roadmap) for the maturity phases. ## AI Employee Voicetta's product category. An AI Employee handles voice, phone, and messaging, qualifies conversations, and manages revenue-critical Guest communication with one growing understanding of every Guest. ## Remember Roadmap phase (Available today): cross-channel memory and Guest timelines across voice, phone, and messaging. ## Understand Roadmap phase (Available today): Knowledge Base and approved business policies the agent uses during conversations. ## Connect Roadmap phase (Available today, expanding): live business systems — PMS, booking, calendars, CRM — as the source of truth during conversations. ## Know Roadmap phase (In development): lasting Guest profile — preferences, scheduled commitments, and patterns across visits. ## Deliver Roadmap phase (In development): every conversation follows the [Guest Philosophy](/docs/our-guest-philosophy) service standard. ## Think Roadmap phase (On the roadmap): judgment across full context to recommend the best next step. ## Grow Roadmap phase (On the roadmap): outcomes from Guest interactions feed back into sharper service standards. ## Also known as Voicetta is sometimes called an AI receptionist, AI answering service, voice AI platform, conversational AI, or hospitality AI. All refer to an **AI Employee with Guest intelligence**. See [Product Roadmap](/docs/roadmap). ## Workspace The account space where your business settings, team, agents, phone numbers, knowledge, History, and billing live. ## Agent The AI voice agent configured in Voicetta. In the codebase, this is often called an assistant, but the user-facing app label is **Agent**. ## Inbound call A call that a Guest places to your agent's phone number. ## Outbound call A call that your agent places to a Guest or contact. ## Knowledge base The approved information the agent can use during conversations, such as FAQs, documents, website content, listing data, policies, and business details. ## Review before use The workflow where new knowledge is staged for approval before the agent can use it. ## History The app area that groups Guest interactions across voice, phone, and messaging into timelines. ## Conversation memory Workspace-scoped context that helps the agent remember relevant previous interactions with the same Guest. ## Agent tool An explicit action the agent can perform, such as sending an SMS confirmation or WhatsApp message after the Guest agrees. ## Wallet The prepaid balance used for certain Voicetta usage charges, such as voice usage or platform-billed AI usage depending on your configuration. ## BYOK Bring Your Own Key. You provide your own AI provider API keys in **Settings → AI & API keys**. ## Related pages - [Our Guest Philosophy](/docs/our-guest-philosophy) - [Product Roadmap](/docs/roadmap) - [Agent Tools](/docs/agent-tools) - [Billing, Wallet, and Pricing](/docs/billing-and-wallet) --- --- title: "Agent Tools" description: "Real actions Voicetta agents can perform, including SMS confirmations and WhatsApp messages." publishedAt: "2026-06-27" modifiedAt: "2026-06-27" category: "Reference" tags: "Voicetta, agent tools, SMS, WhatsApp, LLM" navOrder: "91" canonical: "https://voicetta.com/docs/agent-tools" --- # Agent Tools Agent tools are explicit actions that a Voicetta agent can perform. Tools should be easy for humans to understand and easy for LLMs to call correctly. ## Why it matters for your business - **Save money:** automate small follow-ups without creating manual work. - **Work faster:** let the agent send confirmations while the Guest is still on the call. - **Standardize service:** tools follow the same consent and safety rules every time. - **Delight every Guest:** Guests leave the conversation with the detail they asked for. Nothing should be hidden. If an agent can perform an action, the documentation should explain: - The real tool name. - When the tool is available. - What parameters it accepts. - What the agent must confirm before using it. - What the tool cannot do. ## Communication Tools ### `send_sms_confirmation` Sends a short SMS confirmation during a live call after the caller explicitly agrees. Availability: - SMS must be configured for the assistant. - The SMS voice tool must be enabled. - The caller must agree to receive the SMS. Parameters: - `message`: short SMS text to send. - `recipient_phone_number`: optional E.164 phone number. If omitted, Voicetta uses the caller phone number when available. Rules: - Do not include sensitive data, payment data, passwords, or secrets. - Confirm another recipient number before sending to it. - Do not mention the internal tool name to the caller. ### `send_whatsapp_message` Sends a short WhatsApp message during a live call after the caller explicitly agrees. Availability: - WhatsApp must be connected for the assistant. - WhatsApp messaging must be ready. - The caller must agree to receive the WhatsApp message. Parameters: - `message`: short WhatsApp text to send. - `recipient_phone_number`: optional E.164 phone number. If omitted, Voicetta uses the caller phone number when available. Rules: - Do not include sensitive data, payment data, passwords, or secrets. - Confirm another recipient number before sending to it. - Do not mention the internal tool name to the caller. ## WhatsApp Calls Inbound WhatsApp calls are supported. Customers can call the agent through WhatsApp and speak with the same voice agent experience. Outbound WhatsApp calling is not exposed as an active agent tool yet. The tool name `call_whatsapp` should not be documented as available until Voicetta can actually initiate outbound WhatsApp calls from the agent. ## Where to configure tool behavior Use **Agent → Connections** to connect SMS or WhatsApp. Use the prompt editor to tell the agent when a tool is appropriate. Tools are not a shortcut around Guest consent. They are controlled actions the agent uses only when available and appropriate. ## Prompt Example ```text If the caller asks for confirmation and agrees to receive a message, send a short confirmation by SMS or WhatsApp using the available tool. Only send the message after the caller confirms. Keep the message short and do not include sensitive information. ``` ## Related pages - [Prompt Editor](/docs/prompt-editor) - [SMS Channel](/docs/sms-channel) - [WhatsApp Channel](/docs/whatsapp-channel) --- --- title: "Voicetta Changelog" description: "Shipped Voicetta product changes, release history, fixes, and important notes." publishedAt: "2026-06-27" modifiedAt: "2026-07-07" category: "Reference" tags: "Voicetta, changelog, release notes" navOrder: "92" canonical: "https://voicetta.com/docs/changelog" --- # Voicetta Changelog This changelog records shipped Voicetta product changes. Backlog items are tracked internally until they are ready to ship. ## v3.2 ### Added - Added the new **History** experience that groups SMS, WhatsApp, and voice conversations by customer. - Added customer timelines with cross-channel events and links to conversation details. - Added estimated outbound message costs for SMS and WhatsApp in History. - Added configurable cross-channel memory for SMS, WhatsApp, and voice. - Added long-term memory summaries with a user-selectable summary LLM. - Added inbound WhatsApp call support so customers can call the agent through WhatsApp. - Added user-facing communication tools in the prompt editor for SMS confirmations and WhatsApp messages. ### Changed - Renamed the customer-facing **Call History** label to **History** while keeping the existing route. - Linked WhatsApp text conversations to customers by phone number. - Added LLM provider, model, temperature, max token, dedicated prompt, and memory controls for SMS and WhatsApp channels. - Made agent tools more explicit in the prompt editor so users can see real actions the agent can perform. ### Notes - Outbound WhatsApp calling is not exposed as an active agent tool in `v3.2`. - History and memory remain scoped to the current workspace. ## v3.2.1 ### Fixed - Fixed unresolved prompt variables in SMS and WhatsApp messages. Variables such as `{{hotel_name}}` and `{{agent_name}}` are resolved before inbound text replies and voice-tool messages are sent. ## v3.3 ### Added - Added [Release Notes: v3.3](/docs/release-v3-3). - Added an always-current model catalog: model and voice pickers now sync automatically with our AI partners, so new models appear without app updates. - Added live voice syncing for ElevenLabs and Cartesia, and live discovery of OpenAI Realtime built-in voices with short descriptions. - Added Voicetta-managed voice, STT, and TTS options that can run through the Voicetta subscription with no provider account required. - Added billing badges in provider pickers: **Your key** (your provider bills you) and **Voicetta** (billed to your wallet). - Added **Wallet history** to Billing / Balance & payments so workspace owners can review top-ups, usage debits, bonuses, refunds, and adjustments. - Added Lead Scraper exports for GHL Companies CSV and Excel workbook files. - Added GoHighLevel Company export with tagged Contact creation and Contact-to-Company linking. ### Changed - Providers without your own API key are no longer disabled — they stay selectable and run through Voicetta where covered. - Saving agent settings no longer requires adding provider keys for Voicetta-covered providers. - Pricing and billing copy now refers to the built-in voice path as **Voicetta voice** / **Voicetta voice line**. - Lead Scraper jobs can resume after backend restarts or deploys instead of staying stuck in active progress. ### Notes - SMS and WhatsApp text replies still require your own LLM key. - Current in-app pricing remains sourced from the backend Pricing endpoint. At release time, standard Voicetta AI is `$0.14/min`, realtime Voicetta AI is `$0.39/min`, Speechify hosted agents are `$0.12/min`, and the Voicetta voice line is `$0.012/min` where applicable. --- --- title: "Release Notes: v3.2" description: "Voicetta v3.2 release notes covering History, cross-channel memory, WhatsApp calls, SMS and WhatsApp tools, and message costs." publishedAt: "2026-06-27" modifiedAt: "2026-06-27" category: "Release Notes" tags: "Voicetta, v3.2, release notes, History, WhatsApp, SMS" navOrder: "93" canonical: "https://voicetta.com/docs/release-v3-2" --- # Release Notes: v3.2 ## Why it matters for your business - **Save money:** History and message cost visibility make communication spend easier to understand. - **Work faster:** Guest timelines reduce the time needed to reconstruct context. - **Standardize service:** memory and tools make cross-channel handling more consistent. - **Delight every Guest:** Guests can be remembered across voice, SMS, and WhatsApp. ## Short Version Version `v3.2` makes Voicetta easier to understand and easier to control. The biggest updates are a new Guest-focused History view, shared memory across SMS, WhatsApp, and voice conversations, inbound WhatsApp calls, and clearer agent tools inside the prompt editor. ## Video Walkthrough This video shows the dashboard and the new `v3.2` features in the app: [Open the video on YouTube](https://youtu.be/0iZ_uNEhTNQ). ## What Was Added ### New History View Call History is now shown as **History**. Instead of showing only a flat list of calls, Voicetta groups conversations by customer. When the same customer talks to the agent through SMS, WhatsApp, or a voice call, those interactions appear together in one customer timeline. ### Cross-Channel Customer Timeline Each customer can have a timeline that includes: - SMS messages - WhatsApp messages - Voice calls - Conversation details - Estimated text message costs ### Inbound WhatsApp Calls Customers can call the agent through WhatsApp. When a customer starts a WhatsApp call, Voicetta connects the call to the voice agent so the customer can speak with the agent directly. ### SMS And WhatsApp Message Costs History now shows estimated outbound text message costs: - SMS sent by the agent: `$0.05` - WhatsApp message sent by the agent: `$0.0001` These costs are estimates for visibility inside the product. ### Shared Agent Memory Agents can use previous customer context across channels. For example, if a customer first writes on WhatsApp and later calls the voice agent, the agent can use relevant previous context from that customer history. Memory is scoped to the current workspace. ### Memory Configuration Users can configure memory for SMS and WhatsApp: - Enable or disable memory - Choose which channels are included - Limit how many past messages are used - Limit memory by time window - Enable long-term summaries - Choose a cheaper model for memory summaries The summary model uses the user's configured LLM provider and API key. ### Easier Agent Tools In The Prompt Editor The prompt editor makes real agent actions easier to find and use. Users can see available tools in the Tools panel and insert them into instructions instead of guessing tool names manually. Currently visible communication tools include: - `send_sms_confirmation` - `send_whatsapp_message` These tools are only shown when the related channel is configured and available. ## What Was Changed ### "Call History" Was Renamed To "History" The page URL stays the same for compatibility, but the product label is now **History**. This better reflects that the page includes more than calls. It now includes SMS, WhatsApp, and voice conversations. ### WhatsApp Conversations Are Linked To Customers WhatsApp text conversations are linked to the same customer record used by SMS and voice. This makes customer timelines and cross-channel memory work consistently. ### WhatsApp And SMS Are Easier To Configure SMS and WhatsApp settings include: - LLM provider - Model - Temperature - Max tokens - Dedicated prompt settings - Memory settings ## Important Notes ### WhatsApp Calls Inbound WhatsApp calls are supported. Outbound WhatsApp calling is different. The tool `call_whatsapp` is not exposed as an active outbound agent tool in `v3.2`. ### Workspace Isolation History and memory remain workspace-scoped. The same phone number in another workspace has a separate Guest history and separate memory. ## Related pages - [History and Guest Timelines](/docs/history-and-timelines) - [Conversation Memory](/docs/conversation-memory) - [Agent Tools](/docs/agent-tools) --- --- title: "LLM and MCP Readiness" description: "How Voicetta documentation is structured for LLMs, Markdown access, sitemap discovery, and future MCP support." publishedAt: "2026-06-27" modifiedAt: "2026-06-27" category: "LLM" tags: "Voicetta, LLM, MCP, llms.txt, Markdown" navOrder: "94" canonical: "https://voicetta.com/docs/llm-and-mcp-readiness" --- # LLM and MCP Readiness Voicetta documentation is designed to be readable by humans and by LLMs. ## Why it matters for your business - **Save money:** accurate crawler-readable docs reduce repeated support and sales explanations. - **Work faster:** humans and robots can retrieve the same setup guidance. - **Standardize service:** public docs become the shared source for app behavior and Guest language. - **Delight every Guest:** teams and AI tools learn the same Guest-first operating standard. The goal is simple: - Humans should get a clean documentation experience. - LLMs should get stable Markdown. - Crawlers should discover docs through sitemap and `llms.txt`. - MCP documentation should be added only after tool contracts are stable. ## Markdown Access Every public documentation page should have a Markdown version: - HTML: `/docs/:slug` - Markdown: `/docs/:slug.md` The full documentation bundle is available as Markdown: - `/docs.md` The LLM discovery file is: - `/llms.txt` ## Sitemap Sitemap is the primary discovery mechanism. The sitemap should include: - `/docs` - `/docs/:slug` - `/docs.md` when full Markdown should be discoverable Individual `.md` pages may also be included if we want search engines and AI crawlers to discover them directly. ## `llms.txt` `llms.txt` should list the most useful Markdown resources: - Full documentation Markdown - Documentation index - Changelog - Release notes - Agent tools - MCP readiness ## MCP Roadmap MCP should be documented in stages: 1. Document available agent tools. 2. Document future MCP concepts and auth boundaries. 3. Publish stable tool descriptors only after the product contract is clear. 4. Keep docs, tool names, and examples synchronized. ## Rule Do not document a tool as available unless Voicetta can actually perform the action. ## Related pages - [Voicetta Documentation](/docs/overview) - [Agent Tools](/docs/agent-tools) - [Glossary](/docs/glossary) --- --- title: "Release Notes: v3.3" description: "Voicetta v3.3 release notes covering Voicetta voice models, wallet history, Lead Scraper, GoHighLevel company export, and reliability improvements." publishedAt: "2026-07-07" modifiedAt: "2026-07-07" category: "Release Notes" tags: "Voicetta, v3.3, release notes, voice models, wallet history, lead scraper, GoHighLevel" navOrder: "95" canonical: "https://voicetta.com/docs/release-v3-3" --- # Release Notes: v3.3 ## Why it matters for your business - **Save money:** wallet history and clearer pricing make usage easier to audit. - **Work faster:** Lead Scraper turns local searches into exportable company lists. - **Standardize service:** Voicetta-managed voice, STT, and TTS options are easier to select without bringing your own provider keys. - **Delight every Guest:** more reliable background jobs keep long-running work from getting stuck after deploys. ## Short Version Version `v3.3` adds Voicetta-managed voice model options, wallet transaction history, Lead Scraper exports, and safer long-running job recovery. ## What Was Added ### Voicetta Voice, STT, And TTS Options Agent Settings now shows more built-in Voicetta-managed model options for voice calls, including speech-to-text, language model, and text-to-speech choices that can run through Voicetta billing when you do not bring your own API keys. Model and voice lists now sync from the backend catalog so new supported models and voices can appear without a frontend release. ### Clear Billing Badges Provider pickers now show clearer billing badges: - **Your key:** your provider bills you directly. - **Voicetta:** usage is billed from your Voicetta wallet. ### Wallet History Billing / Balance & payments now includes **Wallet history**. Workspace owners can review: - wallet top-ups, - usage debits, - signup bonuses, - refunds, - adjustments. Lead Scraper usage appears as **Lead Scraper search** when available, and voice call charges appear as **Voice conversation**. ### Lead Scraper Lead Scraper helps users find companies from Google Maps, enrich them with website contact details, and export results. Supported flows include: - GHL Companies CSV export, - Excel workbook export, - GoHighLevel Company record creation, - tagged Contact creation for automations, - Contact-to-Company linking in GoHighLevel. ### More Reliable Long-Running Jobs Lead Scraper jobs now recover better after backend restarts or deploys. If a scrape is interrupted after the external run has already finished, Voicetta can resume from the stored run IDs instead of starting duplicate work. ## What Was Changed ### App Version The app version badge now shows `v3.3`. ### Pricing Language Pricing and billing copy now refers to the built-in voice path as **Voicetta voice** / **Voicetta voice line** instead of exposing infrastructure provider names. Current in-app pricing is still sourced from the backend pricing endpoint. At release time the relevant per-minute rates are: - Standard Voicetta AI agent: `$0.14/min` AI rate, plus phone and Voicetta voice line usage. - Realtime Voicetta AI agent: `$0.39/min` AI rate, plus phone and Voicetta voice line usage. - Speechify hosted agent: `$0.12/min`, with no Voicetta voice line fee. - Voicetta voice line: `$0.012/min` where applicable. - US carrier rates currently start at `$0.004/min` inbound and `$0.007/min` outbound. Always use the in-app Pricing page as the current source of truth. ## Important Notes ### Bring Your Own Keys If you add your own provider keys, that provider may bill you directly. Voicetta can still bill wallet-based phone, voice line, routing, or platform usage depending on the selected pipeline. ### GoHighLevel Companies For Company export, Voicetta creates a Company record, upserts a tagged Contact when the lead has email or phone, and links that Contact to the Company. ### Wallet Ledger Wallet history explains movements in your prepaid balance. Stripe invoices remain separate and continue to show card payments, subscriptions, and downloadable billing documents. ## Related pages - [Billing, Wallet, and Pricing](/docs/billing-and-wallet) - [Lead Scraper](/docs/lead-scraper) - [Agent Settings](/docs/agent-settings) - [API Keys and BYOK](/docs/api-keys-byok)