Audience
- New users completing onboarding
- Support/operators verifying activation success
Prerequisites
- You completed Quick Start.
- You have one active agent in your workspace.
- Your phone forwarding setup has been applied.
Role and plan requirements
- Minimum role: workspace member with access to assigned agent.
- For billing-sensitive actions (for example purchasing additional numbers), admin/owner role may be required.
Steps
1) Confirm agent readiness
- Open the agent page in your workspace.
- Confirm the agent is enabled and has valid base settings (name, voice, prompt).
- Confirm a number is connected to the agent.
- Agent is visible as active and ready to receive forwarded calls.
2) Execute first call test
- From a separate number, place a call to your configured business/forwarded number.
- Do not answer the call on your device.
- Allow the AI agent to handle the call path.
- The call completes and appears in your call history.
3) Validate call outcome
- Open Call Logs.
- Confirm your test call includes:
- Completed status
- Call summary
- Transcript (if enabled)
- Recording link (if enabled)
- Confirm post-call actions were triggered if configured (SMS/email/webhook).
- You can review the full call artifact set without manual intervention.
Expected result
You have a working first-call setup and clear proof the onboarding path succeeded.Troubleshooting
Call did not reach the agent
- Re-run your forwarding setup instructions.
- Check iPhone Live Voicemail setting (disable for setup).
- Confirm carrier/device supports the forwarding code used.
Call reached agent but no artifacts show in logs
- Wait a few minutes and refresh.
- Confirm call recording/transcript settings in agent advanced settings.
- Verify you are in the correct workspace.
Permission or feature access issues
- Confirm current role and plan access.
- Retry from workspace admin account if needed.