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Create your account

  1. Open your Callgency platform and select Register.
  2. Enter your name, email, password, and password confirmation. The registration form requires at least eight password characters.
  3. Enter the six-digit verification code sent to your email to complete registration.
  4. Continue to the dashboard. If a code expires, use the resend option when available.
Use your email and password to log in later. Invited team members use the Team Login page and the credentials supplied by their organization.

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Prepare your first agent

  1. Open Configure > AI Agents and create an agent. Choose its type, available provider, model, language, voice, greeting, and system prompt.
  2. Save the agent. Add source material in Configure > Knowledge Base and select the relevant items on the agent.
  3. Use Talk to Agent if the saved configuration is ready. Allow browser microphone access and review any recording consent before starting. Browser conversations consume credits.
  4. Choose a channel: configure Connections for inbound phone calls, Batch Calling for outbound campaigns, or Web Widgets for browser voice.
For text conversations, start with Chat Agents. A phone number is not required for website chat or a browser voice conversation. The primary sidebar order is Dashboard > Configure > Monitor > Deploy > Billing. Under Configure, Workflows groups My Flows, Flow Logs, and Templates. Tools groups Voice Library, Prompt Templates, Appointments, Forms, Webhooks, Custom REST API when available, Web Widgets, Leads, and Contacts. The header search can open these pages by name. Account settings live in the profile menu. Choose among Premium AI (ElevenLabs + Twilio), Realtime AI (OpenAI + Twilio), Premium AI via SIP (Inbound + Outbound), and Realtime AI via SIP (Inbound Only) when available. These are Voice Provider options, not model names. Realtime AI via SIP cannot place outbound calls. See AI Agents before selecting a provider or model. Provider choices, models, creation limits, and permitted actions are loaded for your account. If an option is missing or disabled, read the application’s reason before changing the configuration.

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Reset your password

On the login page choose Forgot password?, enter your registered email, verify the emailed code, then enter and confirm a new password. Return to login after a successful reset.

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Session timeout

The application displays a warning before an inactivity logout. Use the dialog’s continue action to keep working. Log out when finished on a shared computer.