1. Register your business
Share your business name, phone setup, operating hours, team contacts, and the type of calls you want VoxaDesk to handle.
2. Define the call flow
We map what callers usually ask, what details must be collected, what should be verified, and when the AI should escalate to a human.
3. Configure the agent
We prepare the first message, system prompt, knowledge base, supported languages, pricing guardrails, business rules, tool schemas, and integrations for your use case.
4. Connect your systems
We connect APIs such as Salesforce, Airtable, calendar, SMS, WhatsApp, POS, CRM, or your internal backend, while keeping provider and credential details hidden from callers.
5. Test real conversations
We run demo calls, review transcripts, adjust edge cases, tune wording, and make sure the flow stays short and natural.
6. Go live and monitor
Your calling agent can answer on your business number, create records, send notifications, and feed your dashboard.