> ## Documentation Index
> Fetch the complete documentation index at: https://docs.commvoice.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Quick Start Guide

> Set up your first AI calling campaign and start generating qualified leads in minutes.

## Prerequisites

Before you begin, make sure you have:

* A CommVoice account with access to the dashboard
* Your contact list ready (CSV format recommended)
* VoIP connection configured (we can help with setup)

<Info>
  **Estimated time to complete:** 15-30 minutes for initial setup, plus time for testing and optimization.
</Info>

## 1. Configure Your AI Agent

First, create an AI agent with a unique personality and voice. You'll also provide it with the knowledge it needs to have intelligent conversations with your customers.

<AccordionGroup>
  <Accordion icon="robot" title="Create your AI agent persona">
    <Steps>
      <Step title="Navigate to AI Agents">
        Go to [AI Agents](https://app.commvoice.ai/agents/agents) in your CommVoice dashboard.
      </Step>

      <Step title="Create a new agent">
        Click "Create Agent" and give your agent a name and role (e.g., "Sales Development Rep").
      </Step>

      <Step title="Define personality and voice">
        Configure your agent's personality, voice tone, and conversation style to match your brand.
      </Step>
    </Steps>

    <Tip>
      **Time estimate:** 5-10 minutes. Start with a clear role definition - this helps the AI understand its purpose.
    </Tip>
  </Accordion>

  <Accordion icon="book" title="Configure conversation scripts">
    <Steps>
      <Step title="Set your opening script">
        Write a compelling opening that introduces your agent and the purpose of the call.
      </Step>

      <Step title="Add key talking points">
        Include your main value propositions and key messages you want to communicate.
      </Step>

      <Step title="Configure objection handling">
        Prepare responses to common objections like "I'm not interested" or "I'm too busy."
      </Step>

      <Step title="Define qualification questions">
        Set up questions to identify qualified leads and gather important information.
      </Step>
    </Steps>

    <Tip>
      **Time estimate:** 10-15 minutes. Keep scripts natural and conversational - avoid sounding robotic.
    </Tip>
  </Accordion>
</AccordionGroup>

## 2. Set Up Your Campaign

Next, create a campaign and define your objectives for the AI calling campaign.

<AccordionGroup>
  <Accordion icon="bullseye" title="Create your campaign">
    <Steps>
      <Step title="Navigate to Campaigns">
        Go to [Campaigns](https://app.commvoice.ai/agents/campaigns) in your CommVoice dashboard.
      </Step>

      <Step title="Create a new campaign">
        Click "Create Campaign" and give it a descriptive name.
      </Step>

      <Step title="Select your AI agent">
        Choose the agent you created in step 1 to handle the calls.
      </Step>

      <Step title="Set campaign objectives">
        Define your goal (e.g., lead qualification, appointment setting, market research).
      </Step>
    </Steps>

    <Tip>
      **Time estimate:** 3-5 minutes. Be specific about your objectives - this helps measure success later.
    </Tip>
  </Accordion>

  <Accordion icon="clock" title="Configure call settings">
    <Steps>
      <Step title="Set call schedule">
        Choose when your AI agent should make calls (business hours, time zones).
      </Step>

      <Step title="Define call volume limits">
        Set daily/hourly limits to manage call volume and avoid overwhelming your prospects.
      </Step>

      <Step title="Configure success criteria">
        Define what constitutes a successful call outcome for your campaign.
      </Step>
    </Steps>

    <Warning>
      **Important:** Always start with conservative call limits and increase gradually as you optimize performance.
    </Warning>
  </Accordion>
</AccordionGroup>

## 3. Add Contacts

Before launching your campaign, you need to add contacts to your CommVoice platform. You have two options for importing your contact data:

<AccordionGroup>
  <Accordion icon="upload" title="Upload CSV file via dashboard">
    The easiest way to add contacts is through the web interface:

    <Steps>
      <Step title="Navigate to the uploads page">
        Go to [https://app.commvoice.ai/audience/uploads](https://app.commvoice.ai/audience/uploads) in your browser.
      </Step>

      <Step title="Prepare your CSV file">
        Ensure your CSV file includes the following columns:

        * Phone numbers (required)
        * Contact names
        * Email addresses
        * Any custom fields you want to track
      </Step>

      <Step title="Upload and map fields">
        Upload your CSV file and map the columns to the appropriate contact fields in the platform.
      </Step>
    </Steps>

    <Tip>
      This method is perfect for one-time imports or when you have a static list of contacts to add.
    </Tip>
  </Accordion>

  <Accordion icon="code" title="Use the API endpoint">
    For automated integrations or real-time contact updates, use our webhook API endpoint.

    <Info>
      View the complete API documentation at [/api-reference/audiencefeeds/post-v1webhooksaudiencefeed](/api-reference/audiencefeeds/post-v1webhooksaudiencefeed) for detailed parameter information and examples.
    </Info>

    <Tip>
      This method is ideal for CRM integrations, automated lead capture, or real-time contact synchronization.
    </Tip>
  </Accordion>
</AccordionGroup>

## 4. Launch and Monitor

With your agent and campaign configured, you're ready to launch. Start with a small test batch to ensure everything is working as expected, then scale up to your full contact list.

<AccordionGroup>
  <Accordion icon="rocket" title="Launch your campaign">
    <Steps>
      <Step title="Review campaign settings">
        Double-check your agent selection, call schedule, and volume limits before launching.
      </Step>

      <Step title="Start with a test batch">
        Launch with 10-20 contacts first to test your setup and scripts.
      </Step>

      <Step title="Monitor initial results">
        Watch the first few calls in real-time and review call recordings.
      </Step>

      <Step title="Scale up gradually">
        Once you're satisfied with performance, increase to your full contact list.
      </Step>
    </Steps>

    <Warning>
      **Critical:** Never launch with your full contact list without testing first. Always start small!
    </Warning>
  </Accordion>

  <Accordion icon="chart-line" title="Monitor performance">
    <Steps>
      <Step title="Track key metrics">
        Monitor call answer rates, conversation duration, and success rates.
      </Step>

      <Step title="Review call recordings">
        Listen to sample calls to ensure your agent is performing as expected.
      </Step>

      <Step title="Check for issues">
        Look for early hang-ups, poor conversation flow, or technical problems.
      </Step>
    </Steps>

    <Tip>
      **Time estimate:** 5-10 minutes daily. Regular monitoring helps you catch and fix issues quickly.
    </Tip>
  </Accordion>
</AccordionGroup>

## 5. Analyze and Optimize

Once your campaign is running, use the CommVoice dashboard to track its performance and identify opportunities for optimization.

<AccordionGroup>
  <Accordion icon="chart-bar" title="Track key performance indicators">
    Monitor these essential metrics to measure success:

    * **Answer Rate:** Percentage of calls that are answered (aim for 15-25%)
    * **Conversation Duration:** Average length of successful conversations
    * **Success Rate:** Percentage of calls that achieve your defined objectives
    * **Lead Quality:** Quality of leads generated based on your criteria

    <Tip>
      **Benchmark expectations:** Most campaigns see 15-25% answer rates and 5-15% success rates initially.
    </Tip>
  </Accordion>

  <Accordion icon="cogs" title="Optimize based on data">
    <Steps>
      <Step title="Review call recordings">
        Listen to both successful and unsuccessful calls to identify patterns.
      </Step>

      <Step title="Analyze conversation transcripts">
        Look for common objections, questions, or conversation flow issues.
      </Step>

      <Step title="A/B test improvements">
        Test different opening scripts, objection responses, or qualification questions.
      </Step>

      <Step title="Adjust call timing">
        Optimize when calls are made based on answer rate data.
      </Step>
    </Steps>

    <Info>
      **Timeline:** Allow 1-2 weeks of data collection before making major optimizations.
    </Info>
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="Advanced Features" icon="rocket" href="/user-guide/advanced-features">
    Explore advanced AI agent capabilities, custom integrations, and automation workflows.
  </Card>

  <Card title="API Documentation" icon="code" href="/api-reference">
    Integrate CommVoice with your existing systems using our comprehensive API.
  </Card>
</CardGroup>

<Check>
  **Congratulations!** You've successfully set up your first AI calling campaign. Remember to monitor performance regularly and optimize based on real-world results.
</Check>

## Frequently Asked Questions

<AccordionGroup>
  <Accordion icon="clock" title="How long does the initial setup take?">
    The complete setup typically takes 15-30 minutes, including:

    * AI agent configuration: 10-15 minutes
    * Campaign setup: 5-10 minutes
    * Contact upload: 5-10 minutes

    Allow additional time for testing and optimization.
  </Accordion>

  <Accordion icon="phone" title="How do we connect VoIP?">
    We offer two options:

    **Use our VoIP service:**\
    We can provide a fully managed VoIP service, ready to use, without requiring setup on your side.

    **Connect to your SIP trunk:**\
    If you have your own VoIP infrastructure, we can integrate directly with your SIP trunk. Just share your SIP connection details.

    <Warning>
      **Important:** You'll need to whitelist the following IP addresses in your firewall:

      * `44.229.228.186/32`
      * `44.238.177.138/32`
      * `172.31.9.106/32`
    </Warning>

    <Info>
      Our team can coordinate with your IT to ensure smooth setup and testing for either option.
    </Info>
  </Accordion>

  <Accordion icon="bullseye" title="What leads work best for AI calling?">
    Both fresh leads and older leads can work well. Consider:

    * **Fresh leads:** Higher engagement, but may be more expensive
    * **Older leads:** Lower cost, but may have outdated contact information
    * **Warm leads:** Previous customers or website visitors often perform best

    Start with what you know works for your business and test from there.
  </Accordion>

  <Accordion icon="chart-bar" title="How many leads should I test initially?">
    Start with a small test batch of 50-100 leads to:

    * Validate your scripts and agent performance
    * Identify any technical issues
    * Establish baseline metrics

    Once you're satisfied with performance, scale up to larger batches of 500-1,000 leads.
  </Accordion>

  <Accordion icon="wrench" title="How do I improve my AI agent's performance?">
    Focus on these key areas for optimization:

    * **Call answer rates:** Optimize caller ID and call timing
    * **Conversation quality:** Improve opening scripts and objection handling
    * **Success rates:** Refine qualification questions and success criteria
    * **Lead quality:** Better targeting and contact list preparation

    <Tip>
      Regularly review call recordings and adjust scripts based on real conversations.
    </Tip>
  </Accordion>

  <Accordion icon="question-circle" title="What if I need help with setup?">
    Our support team is here to help! You can:

    * Contact support through the dashboard
    * Schedule a setup consultation
    * Access our knowledge base for detailed guides

    <Info>
      Most setup issues can be resolved quickly with our team's assistance.
    </Info>
  </Accordion>
</AccordionGroup>