Quickstart
This guide helps you launch your first Voice Agent call in minutes.Step 1 — Create or Import Patients
Navigate to Patients → New Patient or use the Import option.Patients can be assigned to one or multiple cohorts.
Step 2 — Build a Workflow
Workflows define the conversational steps your agent follows. Examples:- Medication onboarding
- Refill reminder
- Symptom check
- Voicemail fallback
Step 3 — Create a Cohort
You can group patients for campaign targeting. Navigating to Outbound Agent → Cohorts shows a table similar to:\
Step 4 — Create a Campaign
Go to Outbound Agent → Create to open the campaign builder. From the screenshot:- Choose campaign name
- Select cohort
- Select workflow
- Choose channel (Call)
- Assign phone number
- Set schedule (ASAP, time windows)
Step 5 — Configure the Agent
Adjust:- Model
- Voice
- Speed
- Interruption thresholds
- Turn-taking behavior
- Prompting instructions
Step 6 — Launch & Monitor
View real-time progress under:- Campaign History
- Call History
- Call Summary