Welcome to Nedzo AI! 🎉
We’re excited to have you on board. This guide will walk you through the basics of our platform to ensure you get up and running smoothly.
Watch the step-by-step video below:
1. Accessing Support
• In the bottom-right corner of the platform, you’ll find our Chat Support. Click it anytime you need assistance or have questions.
2. Account Information
• At the top of the screen, you’ll see your account name and the amount of minutes you have left.
• Click your profile picture to access important settings:
• Account Settings: Update your details.
• Integrations: Connect with your CRM (e.g., GoHighLevel, Pipedrive).
• Billing: Manage payments and view transactions.
• Log Out: Exit your account when you’re done.
3. Navigating the Dashboard
• The Dashboard gives you an overview of your AI call center’s activity. Here, you can monitor performance, make data-driven decisions, and troubleshoot any issues.
4. Creating Agents
• Go to the Agents section where you can create inbound or outbound agents.
• Currently, you can choose from Appointment Setter, Live Transfer, or General Assistant agents.
• Customize your agent’s language, voice, and prompts to suit your needs.
5. Managing Contacts
• In the Contacts section, create a List (a container for your contacts). Once you have a list, add contacts to it.
• Import contacts in two ways:
• Manually via CSV file.
• Automatically via webhook from your CRM.
6. Launching Campaigns
• In the Campaigns section, you can start dialing by connecting an agent to a contact list.
• Click New Campaign, agree to the terms, name your campaign, and set the maximum threshold (a safety limit to avoid overspending).
• Link the campaign to a contact list and set the local calling hours. Once you’re happy, hit Finish to launch!
7. Reviewing Call Recordings
• Visit the Recordings section to see all call outcomes and listen to specific recordings.
• Click the Zoom icon next to any recording to view its details, transcript, and contact info.
• All recordings can be synchronized with your CRM for seamless tracking.
Need More Help?
If you run into any issues or have further questions, don’t hesitate to reach out via our chat support or email us at support@nedzo.ai