Under construction. We are currently restructuring our Get Started section into our new Getting Started checklist. Reach out to our support if you have any questions about a step.
Getting Started Checklist
This hands-on Getting Started checklist will guide you through all steps to fully set up your first production-ready agent and achieve the results you want.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 typed 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.
3.1 Write your script
3.1 Write your script
Write the script for the phone call you want your customers or leads to have with your telli agent.
Prompt Best Practices
A proven blueprint for structuring an effective voice agent script and prompt.
3.2 Create your Agent
3.2 Create your Agent
Upload your script to generate your agent in the telli platform.
Create an Agent
Create your agent from a template or by uploading your own script.
3.3 Edit your Agent
3.3 Edit your Agent
Read your agents prompt, configure some basic agent settings and define your custom call outcomes.
Prompt Editor
Read and refine your agent’s prompt using AI-assisted or manual editing.
Agent Settings
Configure persona, calls, auto-dialer, and post-processing settings.
Call Analysis
Define custom call outcomes to extract structured data from each call.
4. Test your first telli agent
4. Test your first telli agent
Check if your agent is achieving the results you want.
4.1 Call your Agent
4.1 Call your Agent
Ring your agent and refine your prompt based on your findings.
Test Your Agent
Make a test call and review recordings and transcripts.
Optimize Conversation Flow
Refine your agent’s prompt based on test call findings.
4.2 Test your use case
4.2 Test your use case
Check whether contact properties, tools and your defined call outcomes are working properly.
Call History
Review call outcomes, transcripts, and recordings.
Call Analysis
Verify your custom call outcomes are extracting correctly.
Custom Tools
Test your custom HTTP tool integrations.
Data Collection
Validate in-call data collection tasks.
5. Integrate your telli agent
5. Integrate your telli agent
Automate your telli flow using integration platforms and telli’s API.
CRM Integration Overview
Overview of how to sync contacts, schedule calls, and receive call data from your CRM.
5.1 Import your Contacts
5.1 Import your Contacts
Use telli’s API with Make, n8n or Zapier flows, connect your CRM or upload a CSV to import your contacts.
Add Contacts & Schedule Calls
Import contacts via API or CSV and schedule calls programmatically.
Make.com
Use prebuilt Make.com templates to import contacts and sync your CRM.
n8n
Automate contact imports and call scheduling with n8n.
Zapier
Connect your tools to telli using Zapier automations.
5.2 Schedule your calls
5.2 Schedule your calls
Automatically schedule your calls when certain conditions are met.
Add Contacts & Schedule Calls
Schedule calls via API when contacts are added or conditions are triggered.
Auto-Dialer
Configure smart or interval-based strategies to automatically retry calls.
Calendar Integrations
Let your agent book appointments directly in your calendar.
5.3 Use Post Processing
5.3 Use Post Processing
Setup a webhook and capture your defined call outcomes.
Receive Call Data
Set up webhooks to capture call outcomes and transcripts in real time.
Call Analysis
Configure what structured data gets extracted after each call.
Data Collection
Capture and receive structured data actively collected during the call.
6. Test your integrated telli agent
6. Test your integrated telli agent
Run a test on your integrated telli agent flow.
Call History
Review call outcomes, contact statuses, and transcripts across your integrated flow.
7. Take your telli agent live
7. Take your telli agent live
Follow our guidance for your Go-Live
8. Monitor & refine your telli agent
8. Monitor & refine 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.
Call 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.