Help Center
Answers to common questions about setting up and running your agents and the systems around them.
Getting Started
How do I create my first AI voice agent?
Sign up for an AllBots account, navigate to the Agents dashboard, and click "Create Agent." Choose from 54+ pre-built templates or start from scratch. Configure the agent's voice, personality, and call flow, then assign a phone number to go live.
What industries does AllBots support?
AllBots serves 14 industries: healthcare, real estate, financial services, education, food service & hospitality, government, manufacturing, technology, transportation & logistics, automotive, dental, med spa, law firms, and construction.
How long does it take to set up a voice agent?
Setup time varies by complexity. Pre-built templates can be configured quickly. Custom agents with advanced call flows and training data take more time. Contact us to discuss your specific setup needs.
Do I need technical skills to use AllBots?
No. The AllBots dashboard is designed for non-technical users. You can configure agents, manage call flows, and view analytics through a visual interface. For advanced customization, we offer an API and developer tools.
Can I test my agent before going live?
Yes. Every agent has a built-in test mode where you can simulate calls directly from the dashboard.
Account Management
How do I add team members to my account?
Go to Settings > Team Management and click "Invite Member." Enter their email address and assign a role (Admin, Manager, or Viewer). Team members receive an email invitation and can access the dashboard after creating their login credentials.
How do I reset my password?
Click "Forgot Password" on the login page and enter your registered email address. You'll receive a password reset link within minutes. If you don't see the email, check your spam folder or contact support.
Can I transfer ownership of my account?
Yes. Account owners can transfer ownership to another team member from Settings > Account > Transfer Ownership. The new owner must already be a team member with an Admin role. Both parties receive email confirmation.
What security features are available?
Calls and data are sent over HTTPS. Contact us to discuss additional security requirements for your account.
Integrations
Which CRM systems does AllBots integrate with?
Platform integrations are planned for CRM, communication, and automation tools. Contact us to discuss your specific stack and integration needs.
How do I connect my calendar for appointment scheduling?
Calendar integrations are planned. Contact us to discuss connecting your calendar system.
Can AllBots transfer calls to a live agent?
Yes. Configure live transfer rules in your agent's call flow settings. You can set conditions for transfer (e.g., customer request, high-value lead, complex inquiry) and specify the destination number or SIP endpoint. Warm and cold transfers are both supported.
Does AllBots integrate with my phone system?
Contact us to discuss your phone system.
Can AllBots send notifications about call events?
Event notifications are planned. Contact us to discuss your specific notification and integration requirements.
Billing
What payment methods do you accept?
We accept all major credit cards (Visa, Mastercard, American Express, Discover), ACH bank transfers for annual plans, and wire transfers for Enterprise accounts. All payments are processed securely through Stripe.
How does per-minute billing work?
Each plan includes a set number of call minutes per month. Usage is tracked in real time on your dashboard. Overages are billed at your plan's per-minute rate at the end of each billing cycle. You can set usage alerts to avoid surprises.
Can I upgrade or downgrade my plan at any time?
Yes. Plan changes take effect immediately. When upgrading, you're charged a prorated amount for the remainder of the billing cycle. When downgrading, the new rate applies at the start of the next billing cycle. No penalties or fees.
Do you offer a free trial?
Yes. All new accounts start with a 14-day free trial that includes full access to Pro features and 100 call minutes. No credit card required to start. At the end of the trial, choose the plan that fits your usage.
Troubleshooting
My agent is not answering calls. What should I check?
First, verify the agent is set to "Active" in your dashboard. Check that the assigned phone number is correctly configured and the agent's operating hours match your expectations. Review the call logs for error messages. If the issue persists, contact support with your agent ID.
Why is my agent giving incorrect responses?
Review your agent's training data and call flow configuration for outdated or conflicting instructions. Test the specific scenario in sandbox mode to reproduce the issue. You can fine-tune responses by updating the knowledge base or adjusting the agent's prompt instructions.
Calls are dropping or have poor audio quality.
Audio quality issues are typically network-related. Ensure your SIP endpoint or phone provider has adequate bandwidth and low latency. Check your firewall settings for blocked ports. For persistent issues, our support team can run a network diagnostic on your configuration.
How do I view call recordings and transcripts?
Navigate to Calls > History in your dashboard. Each call entry includes a playback button for the recording and a full transcript. You can filter by date, agent, duration, and outcome. Recordings are retained for 90 days on Pro plans and indefinitely on Enterprise.
I'm seeing unexpected charges on my invoice.
Go to Billing > Invoices and click on the charge in question to see a detailed breakdown. Common causes include overage minutes, additional phone numbers, or mid-cycle plan changes. If the charge looks incorrect, contact billing support and we'll resolve it within 24 hours.
Still need help?
Our support team is available to help you get the most out of AllBots.
Contact Support