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Guides For Every Step

Setup guides, flow design articles and integration walkthroughs from support.calldacity.com.

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Getting Started

Creating an agent: voice or chat, templates and finish setup
Add AI Agent to your portal
Testing your agent with a browser test call
Training data: teach your AI Agent about your company
Phone numbers for AI Agents

Flows & Routing

State based vs prompt engineering
Building conversation flows
Call routing rules
Scheduled flows: after hours, weekends and holidays
Importing and exporting flows

Knowledge & Conversation

Knowledge bases
Connected knowledge sources
Multi-language support
Comfort messages
Call summaries

In-Call Actions

Connecting external tools with MCP servers
Booking with Google Calendar, Microsoft Calendar or Bookings
Connecting CDK CRM for dealerships
Searching vehicle inventory with DealerOn
Call API tools

CRM Integrations

Salesforce
HubSpot CRM
Zoho CRM
Microsoft Dynamics 365
Zapier post-call automation

Connect, Fax & Phone

Calldacity Connect phone overview
Using chat in Connect
Calldacity Chrome Extension setup
Custom meeting IDs

Need A Hand?

Search the full knowledge base or submit a ticket at support.calldacity.com.

KB Support Articles

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