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Valuez AI gives your team one place to create voice agents, add business knowledge, connect phone calls, and review results. The implemented surface covers agent authoring and testing with chat, voice, and phone preview, knowledge bases with documents and FAQs, inbound IVR and virtual numbers, outbound campaigns with contact import and scheduling, sales-team assignment, analytics and logs, team and workspace administration, credits, plans, payments, and notifications. This guide is for workspace administrators, agent builders, and operations teams who configure and manage customer conversations from the Valuez dashboard at dashboard.valuez.ai.

Create your first agent

Follow the guided setup from sign-in to testing.

Review call activity

Track conversations, outcomes, and usage.

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Choose your path

Features depend on your workspace plan and permissions.

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Before you begin

Make sure you can sign in to the correct workspace and know the first conversation you want the agent to handle. Gather the approved information the agent may use, the expected caller journey, and the person or team that should receive escalations. You do not need to configure every feature at once. A focused agent with one reliable outcome is easier to launch and improve.

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Who does what

If you only review results, start with Call Logs and Platform Analytics. If you build, follow the recommended workflow below in order.

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How to use these docs

  • Pages are task-first: the outcome comes first, then numbered steps, then reference tables.
  • Note, Tip, Warning, and Info callouts mark plan limits, safety rules, and shortcuts - do not skip warnings about credits, payments, or customer data.
  • Every page ends with cards linking to the next task; follow them instead of guessing the order.
  • Names, numbers, and messages shown in examples (such as +919876543210) are placeholders - replace them with your approved values.

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How Valuez fits together

An agent uses a prompt to control its behavior and a knowledge base to answer business questions. Voice and transcription settings control how the conversation sounds. Phone numbers or campaigns connect the agent to callers, while logs and analytics show what happened after each conversation.
  1. Create and configure an agent.
  2. Add approved business knowledge.
  3. Test text, voice, fallback, and transfer behavior.
  4. Connect an inbound number or outbound campaign.
  5. Review early calls and improve the agent from real results.
Repeat the final two steps whenever you make a meaningful change. This keeps the live experience aligned with the latest prompt, knowledge, and business process.

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A concrete first-week example

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Day 1: create one agent

Sign in, confirm the workspace, and create one agent for a single enquiry type such as store hours or appointment booking.
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Day 2: add knowledge and test

Add one FAQ set and one short policy document, then run the six-step test conversation from Quickstart.
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Day 3: review and fix

Invite one reviewer, fix the top two failures, and retest.
4

Day 4: go live small

Connect a test number or a 10-contact campaign and place real calls.
5

Day 5: review everything

Review every call record, correct knowledge first and the prompt second, and only then widen the scope.
Start with one focused use case. Expand the agent only after the first workflow is reliable.