Getting Started with Dialbotix
Set up your first Dialbotix AI voice agent, configure a calling campaign, add leads, and start your first outbound AI call.
Dialbotix lets teams create an AI voice agent, configure a campaign, add leads, and use the agent to make AI-powered outbound calls.
Step by step
- 1
Create your Dialbotix account
Create an account and access the Dialbotix workspace where agents, campaigns, leads, calls, bookings, analytics, and billing are managed.
- 2
Create an AI voice agent
Create an Agent that defines the AI voice persona and conversation behavior used during calls.
- 3
Create a campaign
Create a Campaign and define its goal, product pitch, qualification questions, instructions, booking settings, and retry behavior.
- 4
Add leads
Add individual leads or import lead data so the campaign has contacts to call.
- 5
Start calling
Once the Agent, Campaign, and Leads are configured, calls can be initiated and monitored through the Dialbotix calling workflow.
- 6
Review call results
Use transcripts, recordings, AI summaries, qualification results, booking information, and call outcomes to understand what happened during calls.
Common questions this page answers
Frequently asked questions
How do I make my first AI call with Dialbotix?
Create an Agent, create a Campaign, add a Lead with a valid phone number, make sure calling resources are available, and start the campaign calling workflow.
What do I need before making an AI call?
You need a Dialbotix account, an AI Agent, a configured Campaign, a lead with a valid phone number, and available calling minutes.
What happens after an AI call?
Dialbotix can provide call information such as the call duration, transcript, recording, AI summary, outcome, qualification information, and booking information when applicable.
Ready to try it yourself?
Set up your first AI voice agent in under a minute, or talk to our team.
