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Dashboard quickstart

This guide takes you from a new account to a working outbound campaign. You do not need an API key for this workflow.

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Before you begin

You need:

• A verified KolaVoice account
• An AI agent, either one of the default agents or one you create
• A positive wallet balance for outbound calling
• Contacts with valid Ugandan phone numbers in international format, such as 256700000001

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1. Create or choose an agent

1. Open Agents in the dashboard.
2. Choose Create agent, or select one of the default agents.
3. For most campaigns, start with General Outbound Agent. Use Debt Collection Agent for payment reminders and collection calls.
4. Set the agent name, voice, and system prompt.
5. Keep the prompt focused on the agent’s role and general behavior. Campaign-specific details belong in the campaign instructions.
6. Save the agent.

See Agents for prompt and voice configuration details.

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2. Add knowledge, if needed

If the agent must answer factual business questions, upload the source documents under Knowledge Base and attach the relevant files to the agent. Use only information the business is comfortable making available during calls. Knowledge is optional. Campaign row data and campaign instructions remain separate from the agent knowledge base. See Knowledge Base.

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3. Check the caller ID and wallet

1. Open Phone Numbers and confirm the number you want to use.
2. The account may use the default outbound number, or you can buy a dedicated KolaVoice number.
3. Open Billing and top up the wallet.
4. Calls are not started without enough positive wallet balance to cover usage.

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4. Create a campaign

1. Open Campaigns and choose Create campaign.
2. Enter a clear campaign name.
3. Select the agent.
4. Upload an Excel contact sheet or enter contacts manually.
5. Add the campaign instructions.
6. Choose the calling and retry settings under Advanced settings.
7. Review the campaign and launch it.

See Outbound campaigns for the contact format and settings.

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5. Review the results

Open the campaign after launch to see answered calls, unanswered calls, outcomes, transcripts, recordings, retries, and scheduled follow-ups. You can pause, resume, or stop a campaign from its details page. See Call results and billing.