Overview
Call2Fly AI is designed around a simple, four-phase workflow that takes you from concept to production.
Platform Overview
Call2Fly AI is designed around a simple, four-phase workflow that takes you from concept to production.
Dashboard Navigation
The dashboard has a left sidebar organized into four main sections:
| Section | Purpose |
|---|---|
| BUILD | Create and manage AI agents and knowledge bases |
| DEPLOY | Configure phone numbers and batch call campaigns |
| MONITOR | Track call/chat history and view analytics |
| SYSTEM | Manage billing and workspace settings |
The Four Phases
1. Build
The Build phase is where you create and configure your AI agents:
Agents
- Create voice agents (4 types) or chat agents (3 types)
- Choose from 30+ pre-built templates
- Configure agent behavior with conversation flows or prompts
- Add custom functions for calendar booking, order management, etc.
- Import/export agents as JSON
Knowledge Base
- Upload documents (PDF, Word, TXT, Markdown)
- Crawl and sync website content
- Add text articles manually
- Organize with names and descriptions
Learn more about building agents →
2. Test
Before deploying to production, test your agents thoroughly:
- Web Demo: Try out your agents directly in your browser
- Test Panel: Real-time testing within the agent editor
- Recording Playback: Listen to recorded test conversations
- Iterate: Refine your agent's responses and behavior
3. Deploy
When you're ready, deploy your agents to handle real conversations:
Phone Numbers
- Purchase numbers via Twilio or Telnyx
- Connect existing numbers via SIP trunking
- Assign inbound/outbound agents to numbers
Batch Calls
- Upload recipient lists (CSV)
- Schedule campaigns for specific times
- Set execution windows and concurrency limits
- Monitor campaign progress
4. Monitor
Track performance and continuously improve your agents:
Call History
- View all calls with 13+ data columns
- Filter by agent, date, status, sentiment, and more
- Listen to recordings and view transcripts
- Export to CSV
Chat History
- Track chat sessions and messages
- Analyze user sentiment
- View conversation details
Analytics
- Create custom dashboards with various chart types
- Track metrics: call volume, duration, success rate, sentiment
- Compare performance over time
- Filter by agent or time period
Core Concepts
Agent Types
Voice Agents
| Type | Best For |
|---|---|
| Conversation Flow | Rigid, highly formatted conversations with defined paths |
| Single Prompt | Simple, freeform conversations |
| Multi-Prompt | Flexible conversations with structured flows |
| Custom LLM | Attach your own LLM endpoint |
Chat Agents
| Type | Best For |
|---|---|
| Conversation Flow | Structured text conversations |
| Single Prompt | Simple chatbot interactions |
| Multi-Prompt | Complex text-based flows |
Workspaces
Workspaces allow you to organize your agents, phone numbers, and other resources:
- Separate development and production environments
- Manage different projects or clients
- Control team access with roles (Admin, Member, Viewer)
- Switch between workspaces easily
Functions
Agents can execute functions during conversations:
- Calendar Integration (Cal.com) - Check availability, book appointments
- Order Management - Check orders, process refunds
- Custom Functions - Create your own API integrations
Webhooks
Integrate with your systems via webhooks:
- Receive conversation events in real-time
- Configure timeout and retry settings
- Test webhook endpoints
Architecture
Call2Fly AI integrates with various services:
- Telephony: Twilio, Telnyx, SIP trunking
- AI Models: Advanced language models for natural conversation
- Storage: Secure storage for call recordings and transcripts
- Analytics: Real-time and historical data analysis
- Notifications: Firebase Cloud Messaging for push notifications