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)

Estimated time to complete: 15-30 minutes for initial setup, plus time for testing and optimization.

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.

Create your AI agent persona

1. Navigate to AI Agents

   Go to AI Agents in your CommVoice dashboard.

2. Create a new agent

   Click “Create Agent” and give your agent a name and role (e.g., “Sales Development Rep”).

3. Define personality and voice

   Configure your agent’s personality, voice tone, and conversation style to match your brand.

Time estimate: 5-10 minutes. Start with a clear role definition - this helps the AI understand its purpose.

Configure conversation scripts

1. Set your opening script

   Write a compelling opening that introduces your agent and the purpose of the call.

2. Add key talking points

   Include your main value propositions and key messages you want to communicate.

3. Configure objection handling

   Prepare responses to common objections like “I’m not interested” or “I’m too busy.”

4. Define qualification questions

   Set up questions to identify qualified leads and gather important information.

Time estimate: 10-15 minutes. Keep scripts natural and conversational - avoid sounding robotic.

2. Set Up Your Campaign

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

Create your campaign

1. Navigate to Campaigns

   Go to Campaigns in your CommVoice dashboard.

2. Create a new campaign

   Click “Create Campaign” and give it a descriptive name.

3. Select your AI agent

   Choose the agent you created in step 1 to handle the calls.

4. Set campaign objectives

   Define your goal (e.g., lead qualification, appointment setting, market research).

Time estimate: 3-5 minutes. Be specific about your objectives - this helps measure success later.

Configure call settings

1. Set call schedule

   Choose when your AI agent should make calls (business hours, time zones).

2. Define call volume limits

   Set daily/hourly limits to manage call volume and avoid overwhelming your prospects.

3. Configure success criteria

   Define what constitutes a successful call outcome for your campaign.

Important: Always start with conservative call limits and increase gradually as you optimize performance.

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:

Upload CSV file via dashboard

The easiest way to add contacts is through the web interface:

1. Navigate to the uploads page

   Go to https://app.commvoice.ai/audience/uploads in your browser.

2. 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
3. Upload and map fields

   Upload your CSV file and map the columns to the appropriate contact fields in the platform.

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

Use the API endpoint

For automated integrations or real-time contact updates, use our webhook API endpoint.

View the complete API documentation at /api-reference/audiencefeeds/post-v1webhooksaudiencefeed for detailed parameter information and examples.

This method is ideal for CRM integrations, automated lead capture, or real-time contact synchronization.

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.

Launch your campaign

1. Review campaign settings

   Double-check your agent selection, call schedule, and volume limits before launching.

2. Start with a test batch

   Launch with 10-20 contacts first to test your setup and scripts.

3. Monitor initial results

   Watch the first few calls in real-time and review call recordings.

4. Scale up gradually

   Once you’re satisfied with performance, increase to your full contact list.

Critical: Never launch with your full contact list without testing first. Always start small!

Monitor performance

1. Track key metrics

   Monitor call answer rates, conversation duration, and success rates.

2. Review call recordings

   Listen to sample calls to ensure your agent is performing as expected.

3. Check for issues

   Look for early hang-ups, poor conversation flow, or technical problems.

Time estimate: 5-10 minutes daily. Regular monitoring helps you catch and fix issues quickly.

5. Analyze and Optimize

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

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

Benchmark expectations: Most campaigns see 15-25% answer rates and 5-15% success rates initially.

Optimize based on data

1. Review call recordings

   Listen to both successful and unsuccessful calls to identify patterns.

2. Analyze conversation transcripts

   Look for common objections, questions, or conversation flow issues.

3. A/B test improvements

   Test different opening scripts, objection responses, or qualification questions.

4. Adjust call timing

   Optimize when calls are made based on answer rate data.

Timeline: Allow 1-2 weeks of data collection before making major optimizations.

Next Steps

Advanced Features

Explore advanced AI agent capabilities, custom integrations, and automation workflows.

API Documentation

Integrate CommVoice with your existing systems using our comprehensive API.

Congratulations! You’ve successfully set up your first AI calling campaign. Remember to monitor performance regularly and optimize based on real-world results.

Frequently Asked Questions

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.

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.

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

Our team can coordinate with your IT to ensure smooth setup and testing for either option.

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.

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.

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

Regularly review call recordings and adjust scripts based on real conversations.

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

Most setup issues can be resolved quickly with our team’s assistance.