Getting started with the CallSeeds dashboard

The CallSeeds dashboard is where you configure AI phone agents, connect phone numbers, and review every conversation. This guide walks you through the main areas so you know where to click on day one.

What you will set up

1. 1Create an AI agent with a voice and greeting
2. 2Add knowledge so the agent can answer real questions
3. 3Preview the agent in your browser
4. 4Buy or assign a phone number
5. 5Receive your first live call and review it in Call History

If you are new, the onboarding checklist on the dashboard home tracks these steps for you. Complete them in order for the smoothest launch.

Sidebar overview

• Dashboard — checklist, recent activity, and quick links
• Phone Numbers — buy, assign, and manage inbound lines
• AI Agents — create and edit how your agents sound and behave
• Team — invite teammates who can answer or manage calls
• IVR Menus — optional keypad menus before or around AI
• Call History — recordings, transcripts, and summaries
• Leads & Contacts — people and opportunities from calls
• Analytics, Billing, Usage — performance and spend

Next steps

Start with Create your first AI agent, then add knowledge and a phone number. Each guide below includes screenshots from the real product.