Frequently asked questions
Which channels can I start with?
Section titled “Which channels can I start with?”Voice (inbound IVR, outbound dialer, web-call), web chat, and WhatsApp messaging/chatbots are all supported. You can launch one channel first and add others later.
Can I capture leads and push them to my CRM?
Section titled “Can I capture leads and push them to my CRM?”Yes. Map required fields (name, phone, email, intent, notes) and send them to your CRM or webhook. Duplicate detection prevents creating multiple records for repeat callers/chats.
How do I keep replies accurate?
Section titled “How do I keep replies accurate?”Ground the agent with uploaded FAQs, docs, and knowledge base links. Set a brand tone, disallow phrases, and review transcripts regularly—small prompt tweaks can be published without redeploying.
What happens when a customer asks for a human?
Section titled “What happens when a customer asks for a human?”You can route to live agents over phone or chat, drop to voicemail, or create a ticket. Hellocall.AI passes the transcript and collected context to avoid repeating questions.
Do you support compliance controls?
Section titled “Do you support compliance controls?”Yes. Configure quiet hours by region, consent/opt-in text for WhatsApp and voice, transcript retention, and optional PII redaction. Outbound pacing and retries respect these settings.
How do I test changes before publishing?
Section titled “How do I test changes before publishing?”Use the simulator for dry runs, then place real calls/WhatsApp chats from test devices. Review transcripts, adjust prompts or knowledge, and only publish when the success criteria are met.
Still blocked? Reach out to your Hellocall.AI support contact or start at /getting-started/.