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Platform Overview

Welcome to Voka AI! This guide introduces you to the customer portal at voice.vokaai.com and helps you navigate the platform.

Video Tutorial Available

Video ID: VIDEO-PLATFORM-001 Title: Platform Overview & Navigation Duration: 5-7 minutes Description: Complete tour of the Voka AI dashboard and all major features Status: 🔴 Not recorded yet

Accessing the Platform​

Login: voice.vokaai.com

After logging in, you'll land on your Dashboard - your home base for managing AI voice assistants.

Voka AI Dashboard Homepage

The left sidebar provides access to all platform features:

🤖

AI Assistants

Create, edit, test, and manage your voice assistants. Configure instructions, voices, and integrations.

📞

Phone Numbers

Search, purchase, and assign phone numbers. Manage number settings and view usage.

📚

Knowledge Bases

Upload PDFs, text files, Word docs, or web URLs. Your assistants can reference this information during calls.

📊

Analytics

View call performance metrics, success rates, durations, and costs. Access detailed call logs and recordings.

🔌

Integrations

Connect business tools like Acuity Scheduling, Square, Jobber, Housecall Pro, and more.

💳

Billing

Manage subscription, view usage, update payment methods, and upgrade plans.

Quick Start Workflows​

Create Your First Assistant​

Time: 10-15 minutes

  1. Dashboard → Click "Create Assistant"
  2. Choose a template (Customer Support, Appointment Scheduler, etc.)
  3. Agent Tab: Set name, instructions, and greeting
  4. Voice Tab: Choose voice using Voice Playground
  5. Calling Tab: Assign phone number
  6. Save and Test

Detailed guide →

Purchase and Assign a Phone Number​

Time: 5 minutes

  1. Phone Numbers → Click "Search Numbers"
  2. Enter area code or location
  3. Click "Purchase" on desired number
  4. Go to AI Assistants → Edit assistant
  5. Calling Tab → Select the number
  6. Save

Detailed guide →

Connect an Integration​

Time: 5 minutes

  1. Integrations → Find desired integration (e.g., Acuity)
  2. Click Connect and log in to authorize
  3. AI Assistants → Edit assistant
  4. Agent Tab → Enable integration toggle
  5. Save

Detailed guide →

Understanding Your Assistant​

When you create or edit an assistant, you'll configure these key areas:

Agent Settings​

  • Name - Assistant identifier
  • Model - AI model selection (Meta-Llama or GPT-4o for premium)
  • Instructions - Tell your assistant what to do
  • Greeting - First message to callers
  • Integrations - Connect to Acuity, Square, Jobber, etc.
  • Tools - Webhooks, transfers, custom integrations

Full configuration guide →

Voice Settings​

  • Voice Provider - Telnyx (recommended), Azure, AWS, ElevenLabs
  • Voice Selection - 29 voices available (male/female, various styles)
  • Voice Speed - 0.25x to 2x
  • Transcription - Telnyx Whisper, Deepgram Nova, or Azure
  • Background Audio - Optional music or ambiance

Popular voices: astra, estelle, luna, orion, eliphas, sirius

Voice customization guide →

Calling Settings​

  • Phone Numbers - Assign numbers to this assistant
  • Web Calls - Enable browser-based calling
  • AnchorSite Location - Optimize latency by data center

Advanced Settings​

  • Data Retention - Retain or don't retain call data
  • Analysis - Testing and monitoring configuration
  • Messaging - SMS/MMS settings
  • Widget - Web embed code for your website

Key Features​

Analytics & Reporting​

Track your assistant's performance:

  • Total Calls with trend percentage
  • Success Rate (completed vs failed)
  • Average Call Duration and total time
  • Average Cost Per Call and total spend
  • Call Logs with recordings and transcripts
  • Performance by Phone Number breakdown

Analytics guide →

Integrations​

Connect your business tools:

Booking Platforms:

  • Acuity Scheduling, Square Appointments, Jobber, Housecall Pro, ModernMed

Calendars:

  • Google Calendar

Automation:

  • n8n.io

Coming Soon:

  • ServiceTitan

Integrations guide →

Knowledge Bases​

Give your assistant information to share:

  • Upload PDFs, Word docs, text files
  • Add website URLs (automatic scraping)
  • Multiple knowledge bases per assistant
  • Automatic document search during calls

Knowledge base guide →

Mobile Experience​

The Voka AI platform is fully mobile-responsive:

  • Collapsed sidebar (hamburger menu)
  • Touch-optimized interface
  • All features available
  • Swipe gestures supported

Plan Usage Tracking​

Located: Top of sidebar

Monitor your plan usage in real-time:

  • Current plan name
  • Visual usage graph
  • Minutes used / total minutes
  • Percentage indicator

Color indicators:

  • 🟢 Green: Under 70% usage
  • 🟡 Yellow: 70-90% usage
  • 🔴 Red: Over 90% usage

Quick actions:

  • Upgrade - Switch to higher plan
  • Add-ons - Purchase extra minutes

Billing guide →

Tips for Success​

For Beginners​

  1. ✅ Start with Templates when creating your first assistant
  2. ✅ Test thoroughly before going live with real customers
  3. ✅ Monitor usage in the sidebar to avoid overages
  4. ✅ Explore Integrations to automate workflows

For Power Users​

  1. ✅ Use API Credentials for programmatic access
  2. ✅ Set up MCP Servers for custom integrations
  3. ✅ Configure Webhook Tools for advanced workflows
  4. ✅ Monitor Analytics Dashboard regularly

For Cost Optimization​

  1. ✅ Check Billing regularly to track spending
  2. ✅ Use Natural voice (not NaturalHD) for lower costs
  3. ✅ Set Data Retention to "Do Not Retain" if not needed
  4. ✅ Monitor Average Call Duration to identify improvements

Status Indicators​

Assistant Status​

  • 🟢 Active - Running and answering calls
  • ⚪ Inactive - Configured but not active
  • 🔴 Error - Configuration issue

Phone Number Status​

  • Active - Ready to use
  • Pending - Purchase in progress
  • Suspended - Issue with number

Integration Status​

  • ✅ Connected - Working properly
  • ⚪ Not Connected - Not set up
  • 🔴 Error - Connection issue

Call Status​

  • Completed - Successful call
  • Failed - Technical error
  • No Answer - Unanswered
  • Busy - Line busy

Security & Privacy​

Your data is protected:

  • ✅ SOC 2 compliant
  • ✅ GDPR compliant
  • ✅ Encrypted in transit and at rest
  • ✅ No data sold to third parties
  • ✅ Optional data retention controls

Best practices:

  • Use strong password
  • Enable 2FA (if available)
  • Keep API keys secure
  • Log out on shared computers

What's Next?​

🚀

Quick Start Guide

Get your first assistant up and running in 15 minutes.

🤖

Create Your First Assistant

Step-by-step tutorial for building your first AI voice assistant.

🎙️

Voice Customization

Choose the perfect voice and configure language settings.

🔌

Set Up Integrations

Connect Acuity, Square, Jobber, or other business tools.

Need Help?​