Knowledge Base

Helpful references including FAQ, troubleshooting steps, and a glossary of key terms pertinent to calls, campaigns, assistants, and billing.

FAQ

• Inbound vs Outbound: inbound are calls to your numbers; outbound are calls you place. Both count toward allowances.
• Twilio required? Yes—enter SID/Token in API Settings.
• Personalise messages: use templates with variables (e.g. {name}).
• Multiple numbers: supported; assign per campaign or prompt.
• Run out of minutes: top up wallet or upgrade plan.
• Security: encryption in transit; tokens stored securely.
• Workspace isolation: data (contacts, calls, campaigns) are scoped per workspace.

Troubleshooting

• Calls failing: check wallet balance, Twilio credentials, number capability, and call logs.
• Invites not sending: verify Cal.com key/event type and SMTP config.
• CSV upload issues: match template headers; include country code; large files may take time.
• Prompt behaviour: refine instructions and verify linkage to number/campaign.

Glossary

• Appointment: a scheduled meeting/call with a contact.
• Campaign: automated outbound call or messaging sequence.
• Flag: colour‑coded label for contacts.
• Prompt: AI script for voice/SMS behaviour.
• Template: reusable SMS/email text with variables.
• Wallet: prepaid balance for numbers and minutes.
• Workspace: isolated environment for an organisation.