Voice

Voice, from the number inward.

A phone call has more moving parts than any other channel: a number, a route, a menu, a machine, a recording. These guides follow one call through all of them.

Answering calls

A number, an agent behind it, and what happens to the call after the caller hangs up.

01 What you need before Octo can take calls A number, an agent, and a binding between them. Where each lives, and why a number that answers is not proof that anything is set up. 02 Set up an AI phone receptionist Describe the job in a sentence, take the test call, then tune what you heard. Where each piece lands in the dashboard, and the question Octo will not guess. 03 Voice pipelines: what to pick and what it costs Three options on one dropdown, the model family each carries, and the ladder to climb when the agent mishandles a phone menu. 04 The limits that actually bind on calls you receive Almost none of them, and that cuts both ways. Where the caps live, what they do not cover, and the one gap we have not closed. 05 Why your voice agent isn't working Ordered by how often each one is the answer. The first is the one that looks like success, and it accounts for most reports. 06 What happens after the call Where the call lands, what gets pulled out of it, and why a Dialog Insight attached to the agent is worth more than one attached to a campaign.

Making calls

Campaigns and contact lists: what has to be true before the first call goes out, and the ceilings that decide how fast the rest follow.

01 What you need before Octo can call anyone A list with the right phone field, a signature, and a timezone. The contact-field distinction that silently removes people from your audience. 02 Run your first call campaign Nine sections of the composer, in the order you meet them, with the field that decides whether the results are usable and the two settings that quietly do nothing. 03 Campaign types, and what each one is for Four cards on the New Campaign screen, and only one of them holds a conversation. Which to pick, and the two features that share the words voicemail drop. 04 The limits that actually bind on a campaign Three concurrency ceilings, a schedule window, per-number pacing and a retry policy. Where each lives, and the four rules that surprise people. 05 Why your campaign isn't dialling It says Running and nothing is happening. Eight causes ordered by frequency, starting with the two that aren't faults, and where each one shows itself. 06 What happens after the campaign A results summary that aggregates what every call found out, an export, and the two outcome groups that mean different things about your list.