Getting Started

This guide walks you through creating your Cloudax Connect account, building your first AI voice agent, and making a test call. You can be up and running in under ten minutes.

Signing Up

Head to the Sign Up page and create your account using an email address or a supported social login provider. Your workspace is set up for you by the Cloudax team; this is your workspace where all agents, phone numbers, knowledge bases, and team members live.

If you've been invited to an existing workspace by a colleague, use the invitation link instead. You'll be added to their workspace automatically.

Partners

If you have the right permissions, you can create additional workspaces for your clients and sub-partners straight from the workspace selector; click your workspace name at the top of the sidebar, then Create workspace. Once created, you can monitor and manage those client workspaces from the Partner Dashboard. See the Partner Programme documentation for details.

Your First Agent

Agents are the core of Cloudax Connect. Each agent is an AI-powered voice bot with its own personality, instructions, voice, and capabilities. Follow these steps to create one:

Navigate to the Agents page

From the sidebar, click Agents. This is where all your voice agents are listed. Click the Create Agent button in the top-right corner to begin.

Pick a starting point

On the create dialog you can either start from a blank canvas or open Operator, our AI-powered assistant that builds the agent for you from a plain-English description. Operator generates a tailored system prompt, picks a sensible voice, and configures the basic settings so you can iterate from a working starting point rather than a blank slate.

Configure your agent

Give your agent a name (e.g. "Reception Agent" or "Sales Qualifier"), write a system prompt that defines its behaviour and personality, and set a start message, the first thing the agent says when it picks up a call.

The system prompt is the most important part. It tells the agent who it is, what it should do, what information to collect, and how to handle different scenarios. Be as specific as possible.

If you expect calls in more than one language, explicitly state this in the system prompt; for example, “You are a multilingual customer service representative. Detect the caller's language and respond in the same language.” See Multilingual Conversations for details.

Select a personality and model

Browse the personality library to find a voice that matches your brand. You can filter the available personalities and preview each one before selecting it.

Next, choose a model. Different models offer different balances of speed and capability. For most use cases, the default model is a good starting point.

Deploy or preview

Your edits remain a local draft until you select Deploy, which commits a version for new live calls. Before deploying, select Preview Changes to test the current draft in the docked call widget. When there are no draft changes, the same control is labelled Test Agent and tests the deployed version. No phone number is required.

Iterating quickly

You don't need to get everything perfect on the first try. Use the docked test widget to have a conversation with your agent, then go back and refine the system prompt, adjust tool configurations, or switch voices. Preview calls use the current draft; live calls continue to use the deployed version until you deploy again.

Making Your First Call

Once your agent is configured, there are two ways to start handling real calls:

Testing via the web interface

Use the test control in the top-right of the agent editor. It is labelled Test Agent when testing the deployed version and Preview Changes when the editor contains an unpublished draft. Both open the docked test workspace inside the editor.

To open the standalone test page, select View > Shareable agent. You can also right-click a voice agent in the Agents list and select Test Agent. The shareable page is available when the agent has been published for public testing.

Assigning a phone number

To receive real inbound calls, navigate to Phone Numbers in the sidebar. Import a number from your preferred provider, then assign it to your agent. Once assigned, any call to that number is automatically routed to your AI agent.

You can also use the number for outbound calls by creating a Campaign or triggering calls via the API.

Next Steps

Now that you have a working agent, explore these areas to get the most out of Cloudax Connect:

Agents: Dive deeper into agent configuration, advanced prompting techniques, and the visual flow editor.
Tools: Give your agent abilities like booking appointments, transferring calls, sending emails, or calling external APIs.
Knowledge Base: Upload documents and FAQs so your agent can answer questions with accurate, context-aware responses.
Phone Numbers: Import and manage numbers, configure routing rules, and set up failover behaviour.
Campaigns: Launch outbound calling campaigns with contact lists, scheduling, and automated retries.