1. Define your first use case and success criteria
1. Define your first use case and success criteria
Identify a specific sales, operations or support use case where telli can help (ideally starting with a simple, high-impact scenario that delivers value quickly and one KPI defining your success).
2. Configure your telli platform
2. Configure your telli platform
Create your regulatory phone number bundle, manage contact properties or set your dialing windows.
2.1 Set up your phone number bundle
2.1 Set up your phone number bundle
Create your regulatory phone number bundle to ensure compliant outbound calling.
Phone Numbers
How to create a regulatory bundle and buy phone numbers in telli.
2.2 Manage contact properties
2.2 Manage contact properties
Define and structure the contact data your agent will use during calls.
Contact Properties
Create custom fields for your contacts and reference them in your agent
prompt.
2.3 Set dialing windows
2.3 Set dialing windows
Configure when your agent is allowed to place calls.
Auto-Dialer
Configure dialing windows, calling strategies, and retry behavior.
3. Build your first telli agent
3. Build your first telli agent
We guide you through all the steps of how you can easily set up your first telli agent.
Build Your First Agent
Step-by-step overview of creating, configuring, and testing your first agent.
4. Monitor your telli agent
4. Monitor your telli agent
Analyse calls, identify areas of improvement so you can refine your agent and improve your success criteria.
Performance Dashboard
Track key metrics like reach rate, call duration, and success rate.
Conversation History
Analyze individual calls, transcripts, and call outcome fields.
Call Analysis
Extract structured insights from calls to measure your KPI.
Feedback System
Submit feedback on calls to continuously improve your agent.