This guide walks you from a fresh signup to your first live phone call answered by an Aitelier agent. Plan to spend about 15 minutes the first time. Once you know the flow, a new project takes 5.
1. Create your account
Go to app.aitelier.org and sign in with your email. We send a magic-link code — paste the 6 digits and you are in. No password to remember; the link expires after 10 minutes.
The first time you sign in, the platform creates a Tenant for you — your billing and isolation boundary. Everything you create from this account belongs to that tenant.
2. Create your first Project
A Project represents one business with one voice agent. You can have many projects under one account — for example, an agency running agents for several clients.
Click New project on the dashboard. The platform offers two starts:
- From your website — paste the URL of your business. The platform crawls the public pages, extracts hours, services, prices and contact info, and pre-fills the agent. This is the fastest path and what most customers pick.
- From scratch — empty project. Use this if you do not have a website yet, or if you want full manual control.
3. Tell the platform about your goals
After the project is created, an AI Copilot walks you through a short goals dialog. You describe what you want the agent to do — "book tables for my restaurant", "qualify inbound sales leads", "confirm dental appointments" — and the Copilot proposes:
- A primary Goal with success criteria
- A matching Industry Pack (Restaurant / Sales / Real Estate)
- A draft Scenario with the right slots and prompt
Review the proposals, accept what fits, reject what does not. The Copilot applies your choices and you land on the project's main page.
4. Configure plugins
Open the Connections tab. The platform lists the plugin types your scenario needs — typically a booking system or calendar, plus a notification channel. Click each one and fill in the credentials.
For the Restaurant pack you might connect TheFork or a generic webhook. For Sales you connect Google Calendar and a CRM. Plugins are optional in the strict sense — without them the agent captures leads in the platform's own session log — but having them turns calls into bookings, calendar entries and CRM rows automatically.
5. Add your business knowledge
In Knowledge base, you add anything the agent should ground its answers in: a menu, a price list, dental procedure descriptions, FAQ, special policies. The platform indexes the content; the agent retrieves from it at runtime instead of guessing.
The website crawl from step 2 already populated the knowledge base. You can add more — upload PDFs (menus, datasheets, brochures), paste plain text, or trigger a re-crawl when your site changes.
Read the knowledge base guide.
6. Run a test call
Open the Live tab → Test caller. Allow microphone access in your browser. The platform places you in a WebRTC session with the agent and uses the current scenario. You can interrupt, ask awkward questions, simulate a difficult caller. Every test call is recorded and replayable.
When the agent does something you do not like:
- Click into the session → open Replay
- Step through the transcript turn-by-turn
- Find the point where it took a wrong turn
- Edit the scenario or the prompt
- Re-run the same session to confirm the fix
This loop is the main day-to-day work after the initial setup. Most scenarios reach production-quality behaviour in a few iterations.
7. Connect a phone number
Open Connections → Telephony. Two options:
- Use a number we provide — pick a country and we provision a SIP DID inside the platform. Fastest.
- Bring your own SIP — point your existing trunk at our SIP endpoint. We validate the call path with a test call before going live.
Once a number is attached, every inbound call to that number reaches your agent.
8. Trigger an outbound call (optional)
If your project needs outbound calls — appointment reminders, lead follow-up, cold outreach — you can trigger them three ways:
- From the UI — pick a contact, pick a scenario, click Call.
- By API —
POST /v1/callswith a phone number and optional metadata. Use this for integrations. - By CSV — upload a contacts file. The platform paces the dial-outs per project, records every result, and gives you a live progress page.
9. Watch your first real call
When the first real call comes in, the Live tab shows it in real time — transcript scrolling, slots filling, tool calls flashing. After the call ends you get a full session record: audio, transcript, structured slot values, tool traces, latency breakdown and the outcome (success / real conversation / spam).
Most owners keep this tab open for the first week to learn what the agent handles well and what it does not. The platform's email digest sends a daily summary to your project's notification address.
What you have now
You have:
- A live voice agent answering inbound calls
- A test caller for ongoing iteration
- A knowledge base it grounds answers in
- Connections to your booking / calendar / CRM
- A wallet on pay-as-you-go billing (top up when ready)
What you do next depends on what you want to grow:
- More volume — add scenarios for other call types, raise the duration cap, add outbound campaigns.
- More polish — iterate on the scenario in Replay, refine the goal definitions, add intercepts for edge cases.
- More automation — wire up webhooks so a new booking triggers your downstream systems.
The rest of the docs cover each of these in detail. The Glossary is a useful tab to keep open while reading.