Video Tutorials
Step-by-step video walkthroughs covering the Votel platform from first setup to advanced workflows.
Quick Overview: Build Your First AI Voice Agent
A complete tour of the platform — create an agent, build a workflow, test it live, and explore conversations and logs.
What's covered
- Dashboard Tour — Agents, Conversations, Contacts, Pipelines & Tasks
- Agent Builder — System prompts, identity, style, FAQs — zero code
- Live Voice Test — Watch the AI answer questions in real time
- AI Models & Voices — GPT 4.1 Mini, Cartesia, OpenAI, ElevenLabs
- Workflow Builder — Drag-and-drop conversation flows with branching logic
- Ask & Save — Collect and store lead data automatically to your CRM
- Global Nodes — Handle unpredictable requests like "let me speak to a manager"
- Call Forwarding — Route calls to the right person based on rules or AI logic
- Debugging & Logs — Real-time tool calls, error logs, and conversation rewind
Chapters
| Time | Topic |
|---|---|
| 0:00 | Getting Started & Dashboard Tour |
| 0:41 | Creating Your First AI Agent |
| 1:01 | System Prompt: Identity, Style & FAQs |
| 2:00 | Live Voice Test with Your Agent |
| 2:43 | Choosing the Right AI Model (GPT 4.1 Mini) |
| 3:36 | Connecting Channels: Phone, SMS & Email |
| 3:57 | Language Settings (English + Spanish Built-In) |
| 4:19 | Picking AI Voices (Cartesia, OpenAI, ElevenLabs) |
| 5:07 | Introduction to AI Agent Workflows |
| 5:30 | Setting Workflow Triggers |
| 5:51 | Building Conversation Nodes (Sales vs Support) |
| 7:04 | Static Responses vs AI-Generated Responses |
| 7:37 | Collecting Data with Ask & Save |
| 8:52 | Conditional Questions & Smart Logic |
| 9:20 | Using Variables Across Your Workflow |
| 9:58 | Global Nodes: Handling "Speak to a Manager" |
| 11:28 | Call Forwarding Setup & Rules |
| 12:14 | Auto Layout & Saving Your Workflow |
| 12:23 | Testing the Full Workflow Live |
| 13:09 | Rewind & Debug Without Restarting |
| 13:58 | Real-Time Error Logs & Troubleshooting |
| 14:25 | Function Calls & Agent Insights |
| 14:52 | Testing the Global Node (Manager Transfer) |
| 15:34 | Conversations & Unified Inbox |
| 16:42 | Activity Logs & Agent Run History |
| 17:01 | Wrap Up & What's Next |
Deep Dive Into All Agent Workflow Nodes
Every workflow node and trigger explained — classifier, call forwarding, global nodes, SMS, email, calendar booking, sub agents, and more.
What's covered
- Classifier — Route conversations by sentiment, intent, urgency, or custom logic
- Call Forwarding — Ring all, sequential, or let AI pick who gets the call (with whisper messages & confirm keys)
- Global Nodes — Let AI jump off-track to handle "speak to a manager" requests from anywhere
- Forward to Agent — Transfer between specialized AI agents with shared conversation context
- Decision Node — Branch workflows by any field, condition, or variable (AND/OR logic)
- API Lookup — Send and receive data from any external system, with response mapping
- SMS & Email — Send messages with static, spin, or AI-generated content + send timing & wait-for-reply
- Outbound Call — Full outbound dialing with answer/no-answer/voicemail/fail branches
- Conversation Node — Static or AI-generated speech with smart routing, synonyms, and fine-tuning
- Ask & Save — Collect lead data with conditional questions, field types, and CRM auto-save
- Contact Lookup — Find or create contacts by phone, email, policy number, or any field
- Smart Calendar Booking — Book appointments with required + custom questions, connected to your calendar
- Extract Dynamic Variables — Pull sentiment, satisfaction, or order details from non-linear conversations
- Generate Content — AI writes personalized emails or SMS on the fly using conversation context
- Sub Agent — An AI agent inside your agent with MCP tools, web search, structured output & more
- Triggers — Manual, inbound call/SMS/email, schedule, webhook, pipeline change, app events, and more
Chapters
| Time | Topic |
|---|---|
| 0:00 | Intro & Overview |
| 0:18 | Classifier Node (Sentiment, Intent, Urgency Routing) |
| 1:25 | Call Forwarding (Ring All, Sequential, AI Picks) |
| 3:05 | Whisper Messages & Confirm Key |
| 4:12 | Global Nodes (Off-Track Handling) |
| 4:45 | Forward to Agent (Transfer Between AI Agents) |
| 6:03 | Hang Up Node |
| 6:13 | Manual Tool Call (MCP Integrations) |
| 6:57 | Decision Node (Conditional Branching) |
| 7:46 | API Lookup (GET, POST, Response Mapping) |
| 9:17 | SMS Node (Static, Spin Text, AI Generated) |
| 10:45 | Email Node (Variables, Attachments, Wait for Reply) |
| 11:25 | Go To Node (Reusable Logic) |
| 12:07 | Wait for Amount of Time (Delays, Birthdays, Drip Timing) |
| 13:05 | Add Note Node |
| 13:45 | Create Task Node (Assign Tasks to Humans) |
| 14:21 | Outbound Call Node (Answer/No Answer/Voicemail Branches) |
| 17:43 | Conversation Node Deep Dive (Routes, Synonyms, Interruptions) |
| 20:36 | Ask & Save Node (Field Types, Conditional Questions, Save to Contact) |
| 25:36 | Update Contact Node |
| 26:26 | Contact Lookup Node (Match & No Match Chaining) |
| 28:32 | Smart Calendar Booking Node |
| 29:36 | SMS Notification Node (Day 1 Notifications Without 10DLC) |
| 30:43 | Tag Lead Node (& Why to Use Sparingly) |
| 31:18 | Set Pipeline Node (Better Than Tags) |
| 32:20 | Search AI Knowledge Base (Multiple Locations & Brands) |
| 34:20 | Extract Dynamic Variables (Restaurant Order Example) |
| 37:01 | Generate Content Node (AI-Written Emails & SMS) |
| 40:08 | Execute Workflow Node (Reusable Logic Across Agents) |
| 41:34 | Deactivate from Workflow (Prevent Duplicate Outreach) |
| 41:39 | Availability Check (Receptionist-Style Calendar Checks) |
| 42:33 | Do Not Disturb / Opt-Out Node |
| 43:07 | Triggers Deep Dive |
| 43:20 | Manual Trigger (Bulk Actions & Drip Campaigns) |
| 47:08 | Appointment Scheduled Trigger |
| 47:31 | Call Disposition Trigger (Power Dialer) |
| 47:59 | Call Ended Trigger (After-Call Summaries) |
| 48:40 | Conversation Started Trigger (The Universal Trigger) |
| 49:58 | Channel-Specific Triggers (Inbound Call, Email, SMS) |
| 51:46 | On a Schedule Trigger |
| 52:15 | On App Event Trigger (Google Calendar, Integrations) |
| 52:44 | Lead Field Condition Trigger |
| 53:26 | Webhook Trigger (Zapier, External Systems) |
| 54:09 | Pipeline Column Change Trigger |
| 54:25 | When Executed by Another Workflow |
| 54:44 | Active Tag Trigger |
| 55:18 | Sub Agent Node (AI Agent Inside Your Agent) |
| 58:28 | Wrap Up |
Phone Numbers, Call Routing & the Built-In Web Phone
Purchase numbers, configure call destinations, set up 10DLC compliance, use the built-in web phone, and customize voicemail.
What's covered
- Buying a Phone Number — Purchase directly from Settings: Phone
- Call Destination Routing — Send inbound calls to your web phone, an AI agent, or a forwarding number
- 10DLC Compliance — How to SMS-enable your number with carrier approval
- Custom Caller ID Name — Control what shows on the recipient's handset
- Built-In Web Phone — Make and receive calls right from your browser
- Outbound Caller ID Selection — Choose which number to display when calling out
- Voicemail Greeting — Record your own or let AI generate one for you
- Voicemail Drop — Pre-record messages to drop on answering machines during power dialer sessions
- Default Call Settings — Save your preferred caller ID and customize ringtones
Chapters
| Time | Topic |
|---|---|
| 0:00 | Intro: Managing Phone Numbers & Call Routing |
| 0:14 | Buying a Phone Number |
| 0:31 | Phone Number Settings (Edit Button) |
| 0:42 | 10DLC: SMS Compliance for US Numbers |
| 1:09 | Custom Caller ID Name |
| 1:27 | Call Destination: Web Phone vs AI Agent |
| 1:56 | Switching Destination to an AI Agent |
| 2:04 | The Built-In Web Phone |
| 2:16 | Outbound Caller ID Selection |
| 2:24 | Web Phone Settings & Defaults |
| 2:42 | Voicemail Greeting (Record or AI-Generated) |
| 2:59 | Voicemail Drop for Power Dialer |
| 3:17 | Custom Ringtones & Other Settings |
| 3:26 | Wrap Up |
Sender Identities for Email, SMS & Integrations
Connect your email domain, create shared team identities, and link CRMs, Stripe, social media, and calendars.
What's covered
- Sender Identities Explained — The gateway to sending emails and SMS from your system
- Two Ways to Access — From the Conversations page or Settings: Integrations
- Email Domain Setup — Connect your domain once, then create unlimited sender addresses (sales@, support@, etc.)
- Shared Team Identities — Your whole sales team can send from one unified email or phone number
- Other Integrations — Connect CRMs, Stripe, Facebook Lead Forms, social media, calendars, and more
Chapters
| Time | Topic |
|---|---|
| 0:00 | Intro: Sending Emails & SMS to Your Leads |
| 0:11 | What Are Sender Identities? |
| 0:23 | Access from Conversations Page |
| 0:31 | Access from Settings: Integrations |
| 0:41 | Connecting Your Email Domain |
| 0:53 | Creating Multiple Sender Addresses |
| 1:04 | Shared Identities for Your Team |
| 1:26 | Other Integrations (CRMs, Stripe, Facebook, Calendar) |
| 1:54 | Wrap Up |
Custom Pipeline Cards
Choose which fields appear on pipeline cards, display custom fields inline, and edit values without opening the contact.
What's covered
- Pipeline Card Customization — Choose exactly which fields appear on each contact card
- Custom Fields on Cards — Display checkboxes, dates, dropdowns, and more directly in your pipeline view
- Inline Editing — Update field values right from the card — no need to open the contact
- Tailored to Your Business — Show as much or as little as you need for your specific workflow
Chapters
| Time | Topic |
|---|---|
| 0:00 | Intro: Customize Your Pipeline Cards |
| 0:13 | Accessing the Card Settings |
| 0:19 | Selecting Fields to Display (Owns Home, Follow-Up Date) |
| 0:27 | Inline Editing Directly from the Card |
| 0:37 | Make It Yours |
| 0:42 | Wrap Up |
Deduplication, Lead Scoring & Deliverability
Prevent duplicate contacts, auto-score leads across 17 events, verify emails and phone numbers, and control bounce suppression.
What's covered
- Contact Deduplication — Automatically prevent duplicate contacts by matching on email, phone, name, or any combination
- Merge Controls — Choose to keep existing contacts or replace with new data when duplicates are detected
- Built-In Lead Scoring — Automatic scoring across 17 system events (email opens, SMS replies, and more)
- Custom Score Rules — Increase or decrease scores per event so you focus on your hottest leads
- Email Verification — Block disposable, undeliverable, and high-risk email addresses before sending
- SMS Phone Verification — Only send texts to mobile numbers, not landlines
- Bounce Suppression — Control what happens when emails bounce: auto-remove, retry, or revalidate after a set period
Chapters
| Time | Topic |
|---|---|
| 0:00 | Intro: Features You Need to Know About |
| 0:16 | Contact Deduplication (Settings: General) |
| 0:32 | Choosing Uniqueness Criteria (Email, Phone, Name) |
| 0:44 | Merge Options: Keep Existing vs Replace |
| 0:54 | Built-In Lead Scoring (17 Events) |
| 1:00 | How Lead Scoring Used to Work vs Now |
| 1:09 | Customizing Score Increases & Decreases Per Event |
| 1:24 | Focus on Your Hottest Leads |
| 1:34 | Email Verification & Deliverability |
| 1:57 | Blocking Disposable & High-Risk Emails |
| 2:07 | SMS Phone Verification (Mobile Only) |
| 2:22 | Bounce Suppression Controls |
| 2:45 | Recommendation: Enable Everything |
| 2:52 | Wrap Up |
Custom CRM Builds
Tailor your contact sidebar, create custom fields, build pipelines, and save filtered views across Contacts, Conversations, and Tasks.
What's covered
- Custom Contact Sidebar — Remove default tabs, add your own, and drag fields into custom sections
- System Fields — Use auto-generated fields like last meeting date and total meetings for filtering and sorting
- Custom Fields — Create dropdowns, text fields, checkboxes, and more for any data point your business needs
- Contact Header Customization — Choose which fields display at the top of every contact card
- Custom Pipelines — Build pipelines with columns like New Lead, Contacted, Sold, Not Interested
- Saved Views — Lock in filters, pipelines, and sorting into reusable views across Contacts, Conversations, and Tasks
- Icons & Reordering — Add icons to tabs and drag them into the order you prefer
Chapters
| Time | Topic |
|---|---|
| 0:00 | Intro: Customize Your System for Your Business |
| 0:11 | The Contact Right-Side Panel |
| 0:32 | Navigating to Custom Contacts Settings |
| 0:44 | Removing Default Tabs & Adding New Ones |
| 0:58 | Building a Custom Tab (Oil Change Shop Example) |
| 1:21 | Creating Custom Sections (Car Info, Company Info) |
| 2:12 | System-Generated Fields (Meeting Dates, Totals) |
| 2:56 | Adding Built-In Fields (Company, Industry, Size) |
| 3:22 | Previewing Your Custom Layout |
| 3:47 | Creating Custom Fields (Year Founded Dropdown) |
| 4:32 | Using Custom Fields on the Contact Sidebar |
| 5:01 | Dragging & Reordering Fields |
| 5:28 | Reordering Tabs & Adding Icons |
| 5:53 | Customizing the Contact Header (Top Fields) |
| 6:40 | Previewing Header Customization |
| 6:48 | Custom Pipelines (New Lead, Contacted, Sold) |
| 7:42 | Creating & Saving Pipeline Views |
| 8:28 | Filtering Views (Last 30 Days, Custom Conditions) |
| 8:50 | Saved Views Across Contacts, Conversations & Tasks |
| 9:09 | Saving Filtered Conversations as Tabs |
| 10:03 | Wrap Up |
Conversations & Unified Inbox
Manage every customer conversation across all channels — filters, saved views, snooze, AI agent assignment, tasks, billing, and more.
What's covered
- Unified Inbox — See every customer conversation across all channels in one place
- Filters & Saved Views — Filter by pipeline, tags, or custom criteria and save views for your team
- Smart Sorting — Sort by newest message, newest contact, or latest manual message
- Stars, Priorities & Sticky — Mark important conversations and pin them to the top
- Snooze — Hide conversations until a reply comes in or until a specific date (inbox zero)
- Pipeline Selector — Change a customer's pipeline stage right from the conversation view
- Inline Task Creation — Assign tasks to teammates with due dates and task types without leaving the inbox
- AI Agent Assignment — Assign any contact to a specific AI agent directly from the conversation
- Do Not Disturb — Opt out contacts from all channels or specific ones with a single toggle
- Spam Blocking — Block unwanted callers so they can't reach you again
- Billing Tab — Manage subscriptions, purchases, invoices, and credit cards per contact
Chapters
| Time | Topic |
|---|---|
| 0:00 | Intro: The Conversations Section |
| 0:12 | Viewing & Filtering Your Conversations |
| 0:28 | Saved Views for Team Organization |
| 0:38 | Sorting Options (Newest Message, Contact, Manual) |
| 0:59 | Activity Feed & Contact Timeline |
| 1:10 | Stars, Priorities & Sticky Conversations |
| 1:23 | Snooze: Inbox Zero Made Easy |
| 1:51 | Assigning Contacts to AI Agents |
| 2:04 | Pipeline Selector (Change Stage in One Click) |
| 2:22 | Creating Tasks from the Conversation View |
| 2:55 | Customizing the Right Sidebar |
| 3:14 | Do Not Disturb & Channel-Specific Opt-Outs |
| 3:32 | Blocking Spam Callers |
| 3:41 | Billing Tab: Subscriptions, Purchases & Stripe |
| 4:13 | Wrap Up |
AI Voice Widget for Your Website
Three widget types (Chat + Voice, Button, Orb), customization options, one-line embed, and workflow integration.
What's covered
- 3 Widget Types — Chat + Voice mode, Button Only mode, and the animated Orb
- Full Customization — Colors, spin speed, positioning, and look-and-feel controls
- One-Line Embed — Copy a single snippet and paste it on any website
- Workflow Integration — Widget automatically connects to your "Conversation Started" trigger
- System Prompt Fallback — No workflow? The widget responds based on your agent's system prompt
- Multiple Widgets Per Agent — Create different widgets for different pages or use cases
Chapters
| Time | Topic |
|---|---|
| 0:00 | Intro: Put Your AI Agent on Your Website |
| 0:16 | Creating Your First Website Widget |
| 0:26 | 3 Widget Types: Chat + Voice, Button Only & Orb |
| 0:44 | Live Orb Demo |
| 0:54 | Customizing Look & Feel |
| 0:58 | Embedding the Widget (Copy & Paste on Any Site) |
| 1:12 | How the Widget Connects to Your Workflow |
| 1:39 | No Workflow? System Prompt Takes Over |
| 1:49 | Multiple Widgets Per Agent |
| 2:02 | Wrap Up |
White Label & Reselling
Replace all branding, connect a custom domain, create SaaS plans with per-service billing, manage sub-accounts, and customize every system email.
What's covered
- SaaS Configurator — Replace all Votel branding with your company name, logo, support email, and website
- Custom Domain — Connect your own subdomain (app.yourbrand.com) with full DNS setup
- SaaS Plans — Create monthly, quarterly, or annual pricing with setup fees and trial periods
- Per-Service Billing — Control every service: unlimited, pay-per-use, capped with deny overage, or off
- 2X Markup Button — One click to double all service pricing across the board
- Free Credits — Give new customers a starting balance so they can use AI immediately after signup
- Hosted Signup Form — Auto-generated checkout page linked to your Stripe for self-service signups
- Sub-Accounts — Manually create client accounts, log in as them, and manage everything from one dashboard
- Custom Emails — Edit every system email (welcome, forgot password, notifications) with drag-and-drop
- Themes — Customize light mode, dark mode, and full custom color schemes to match your brand
Chapters
| Time | Topic |
|---|---|
| 0:00 | Intro: Getting Started with White Label |
| 0:19 | SaaS Configurator: Branding, Logo & Support Info |
| 1:00 | Adding a Support Widget to Your White Label |
| 1:21 | Custom Domain Setup (Subdomain + DNS) |
| 2:07 | Enabling Email on Your Custom Domain |
| 2:52 | Creating SaaS Plans (Monthly, Quarterly, Annual) |
| 3:31 | Per-Service Customization & Billing Controls |
| 3:56 | Unlimited vs Pay-Per-Use vs Deny Overage vs Off |
| 6:00 | 2X Markup Shortcut |
| 6:19 | One-Time Free Credits for New Customers |
| 6:54 | Hosted Signup Form (Stripe Integration) |
| 7:45 | Custom System Emails (Drag & Drop Editor) |
| 8:24 | Themes: Light Mode, Dark Mode & Custom Colors |
| 8:51 | Recap: The 5-Step Launch Checklist |
| 9:02 | Creating Sub-Accounts Manually |
| 9:55 | Assigning a SaaS Plan to a Sub-Account |
| 11:01 | Logging In as a Sub-Account |
| 11:40 | Generating Login Links for Customers |
| 11:55 | Editing, Deactivating & Deleting Sub-Accounts |
| 12:02 | Sub-Accounts as Contacts (Billing Tab) |
| 13:42 | Creating a Sub-Account from the Contact Page |
| 14:25 | Wrap Up: Go Build Your AI Business |
Who Needs Votel.ai?
What AI voice agents can do for your business — law firms, agencies, barber shops, restaurants, roofers, and more — plus how pipelines and omnichannel communication work together.
What's covered
- Law Firms — Automated weekly follow-ups to ensure clients attend medical treatments
- Marketing Agencies — White-label AI agents for client accounts
- Barber Shops — Book appointments from members and non-members
- Restaurants — Take reservations, to-go orders, and collect payment over the phone
- Home Services / Roofers — Book appointments and inspections for hail damage
- Pipelines — Move contacts through stages automatically with AI
- Omnichannel Inbox — Unified communication across calls, SMS, email, and more
- Workflow Builder — Build drag-and-drop automations around any business process
Chapters
| Time | Topic |
|---|---|
| 0:00 | Intro: What Can AI Agents Do for Your Business? |
| 0:10 | Types of Businesses Using AI Agents |
| 0:18 | Law Firms: Automated Client Follow-Ups |
| 0:23 | Barber Shops: Appointment Booking |
| 0:30 | Restaurants: Reservations, To-Go Orders & Payments |
| 0:38 | Roofers & Home Services: Inspection Booking |
| 0:47 | It's About Automating Your Processes |
| 0:55 | Customer Touchpoints & the Workflow Builder |
| 1:01 | How AI Agents Work with Pipelines |
| 1:14 | Every Business Has a Pipeline |
| 1:32 | Pipelines + Omnichannel Inbox + AI Agents |
| 1:46 | Next Up: Building Your First Agent |
Bulk Action Outbound Campaigns
Import contacts, launch AI-powered outbound call campaigns with drip pacing, and build multi-step workflows that handle answers, no-answers, and voicemails automatically.
What's covered
- Import Contacts — Upload your leads via CSV or Excel and map all fields
- Bulk Actions — Select contacts from board or table view and take action in one click
- Assign to AI Agent — Bulk assign contacts to any AI agent or workflow
- Quick Enroll vs Drip Campaign — Add everyone at once or drip them in over time
- Drip Campaign Controls — Set contacts per hour/minute and customize pacing
- Campaign Monitoring — Track drip campaign progress from the Activity tab
- Outbound Call Workflow — Build a drag-and-drop sequence with calls, waits, SMS, and email
- Call Answered Workflow — Trigger a separate conversation workflow when someone picks up
- Personalized Openers — Use contact fields like first name in your AI's opening message
- Multi-Branch Logic — Handle no answer, voicemail, and failed calls with different paths
Chapters
| Time | Topic |
|---|---|
| 0:00 | Intro: Bulk Actions & Outbound Campaigns |
| 0:13 | Importing Contacts (CSV & Excel) |
| 0:28 | Bulk Actions from Board View |
| 0:40 | Bulk Actions from Table View |
| 0:53 | Assigning Contacts to an AI Agent |
| 1:04 | Quick Enroll vs Drip Campaign Mode |
| 1:18 | Setting Drip Campaign Pacing |
| 1:38 | Scheduling & Launching a Drip Campaign |
| 1:53 | Monitoring Campaign Progress in Activity Tab |
| 2:09 | Managing Drip Campaign Results |
| 2:24 | Building an Outbound Agent from Scratch |
| 2:52 | Creating the Outreach Workflow (Manual Trigger) |
| 3:05 | Adding Outbound Call Steps |
| 3:17 | No Answer → Wait → Retry Logic |
| 3:34 | Handling Voicemail & Failed Calls |
| 3:49 | Adding SMS & Email to the Sequence |
| 3:57 | Handling Answered Calls → Trigger a Workflow |
| 4:22 | Setting Up the "Call Answered" Workflow |
| 4:58 | Linking the Outbound Call to the Answered Workflow |
| 5:09 | Two Workflows Working Together (Outreach + Conversation) |
| 5:27 | Adding a Conversation Node with an Opening Message |
| 5:45 | Personalizing with Contact Fields (First Name) |
| 5:59 | Using Bulk Actions to Launch Your Outreach Workflow |
| 6:13 | Wrap Up |