Initial First Documentation

guides/AI-agent.mdx

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+
+This guide will walk you through the process of configuring your AI voice agent in Ordibl to ensure it represents your brand effectively when handling calls.
+
+### Accessing the AI Agent Settings
+
+- Log in to your [Ordibl Dashboard](https://app.ordibl.ai)
+- Locate and click on the **"AI Agent"** option in the main navigation menu
+- This will open the AI agent configuration interface
+<Frame caption="Ordibl AI Agent">
+  <img src="/images/ai-agent-dashboard.png" />
+</Frame>
+
+### Configuring Your AI Agent (Using Pre-Trained Models)
+
+- Click on the "Create New Agent" button or select an existing agent to edit
+- Select Template from the Agent Personality Type
+- Choose between Inbound or Outbound call types
+- Select the Industry and AI agent type (e.g., Customer Service, Sales, etc.)
+- Choose the AI agent's name (this will be how the agent introduces itself)
+- Save the agent name and model type
+- Define your agent's voice type (select from available voice options)
+- Select the knowledge base for the agent (this is where the AI will pull information from)
+- Save the AI voice agent configuration
+<Frame caption="Ordibl AI Agent Custom">
+  <img src="/images/ai-agent-template.png" />
+</Frame>
+
+### Configuring your AI agent (Using Custom Models)
+- Click on the "Create New Agent" button or select an existing agent to edit
+- Select "Custom" from the Agent Personality Type
+- Choose between Inbound or Outbound call types
+- Choose the AI agent's name (this will be how the agent introduces itself)
+- Create the first message for the agent (this is the first thing the agent will say when it answers a call)
+- Create the System prompt (this is the instruction that will guide the AI agent's behavior)
+- Select the Provider and Model to use for the agent
+- Optional: You can you use your own API key for the provider
+- Set other parameters like temperature and max tokens
+- Save the AI voice agent configuration
+<Frame caption="Ordibl AI Agent Custom">
+  <img src="/images/ai-agent-custom.png" />
+</Frame>
+
+
+
+## Important Tips
+
+- Create a persona that aligns with your brand voice and values
+- Provide clear guidelines for how the agent should handle different scenarios
+- Test your agent with sample conversations before deploying
+- Update your agent's knowledge regularly through the Knowledge Base feature
+- Monitor your agent's performance and refine settings as needed
+
+A well-configured AI agent will provide consistent, professional customer service that represents your brand effectively while handling routine inquiries efficiently.

guides/batch-call.mdx

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+This guide will walk you through the process of setting up an outbound call agent in Ordibl to schedule and manage batch calls to customers or prospects.
+
+
+### Accessing the Batch Calls Feature
+
+- Log in to your [Ordibl Dashboard](https://app.ordibl.ai)
+- Navigate to the **"Batch Calls"** section in the main menu
+- This will open the outbound calling management interface
+<Frame caption="Ordibl Batch Calls">
+  <img src="/images/batch-call.png" />
+</Frame>
+
+Note: The batch call requires two previously additional set up:
+- **AI Agent**: You need to have an Outbound AI agent configured with a voice profile and conversation script.
+- **Phone Number**: You need to have a phone number assigned to your AI agent for making outbound calls.
+
+### Creating a New Outbound Call Agent
+
+4. Click on the "Create New Batch Call" button
+5. Enter a descriptive name for your outbound call agent/campaign
+6. Select the AI voice profile you wish to use for these calls
+
+<Frame caption="Ordibl Batch Calls">
+  <img src="/images/batch-call.png" />
+</Frame>
+
+You can use either a single number or upload a csv file with multiple numbers. The CSV file should contain a list of phone numbers you want to call.
+<Frame caption="Single Batch Number">
+  <img src="/images/batch-call-single.png" />
+</Frame>
+<br />
+<Frame caption="Multiple Batch Numbers">
+  <img src="/images/batch-call-multiple.png" />
+</Frame>
+
+### Configuring Call Parameters
+
+- Define your target audience by uploading a contact list or selecting from existing contacts
+- Format your contact data appropriately (ensure phone numbers are in the correct format)
+Note: A template for the contact list is available for download
+
+
+## Important Tips
+
+- Test your outbound call agent with a small sample before large-scale deployment
+- Ensure compliance with local calling regulations and hours
+- Monitor initial calls to verify script effectiveness and adjust as needed
+- Include clear company identification in your scripts
+- Provide an opt-out mechanism for recipients
+- Review call analytics to optimize performance
+
+Your outbound call agent will now be able to automatically place calls according to your configured parameters, handling routine outreach while collecting valuable data from interactions.