Help Center

Find answers to common questions about setting up and managing your AI voice agents.

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 12+ industries including healthcare, real estate, legal, dental, automotive, insurance, home services, hospitality, financial services, education, retail, and more. Each industry has purpose-built agent templates with domain-specific training.

How long does it take to set up a voice agent?

Most businesses go live in under 15 minutes using a pre-built template. Custom agents with advanced call flows, integrations, and custom training data typically take 1-2 hours. Enterprise deployments with full CRM integration are usually completed within a week.

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. You can also use our sandbox phone number to make real test calls without affecting your production environment.

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.

How do I enable two-factor authentication?

Navigate to Settings > Security > Two-Factor Authentication and click "Enable." You can use an authenticator app (recommended) or SMS verification. Backup codes are generated automatically - store them in a secure location.

Integrations

Which CRM systems does AllBots integrate with?

AllBots integrates natively with Salesforce, HubSpot, Zoho CRM, Pipedrive, and Monday.com. We also support 200+ additional platforms through Zapier and our REST API. Custom integrations are available on Enterprise plans.

How do I connect my calendar for appointment scheduling?

Go to Integrations > Calendar and connect your Google Calendar, Microsoft Outlook, or Calendly account. Once connected, your AI agent can check availability, book appointments, and send confirmation emails in real time.

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?

AllBots works with all major VoIP providers and PBX systems including Twilio, RingCentral, Vonage, and traditional phone lines via SIP trunking. We provide dedicated phone numbers or can port your existing numbers.

How do webhook notifications work?

AllBots sends real-time webhook events for call started, call completed, appointment booked, lead captured, and more. Configure webhook URLs in Settings > Webhooks and select which events to subscribe to. All payloads are signed for security.

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 24/7 to help you get the most out of AllBots.

Contact Support