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Version: 2.0.0.1.9.25

How to Navigate through the Platform

This guide will help you understand how to navigate through the Voicing AI platform, including how to access different sections, find and test voices, create assistants, set up pathways, and more.

Table of Contents​

  1. Platform Overview
  2. Main Navigation Structure
  3. Navigating to Voices
  4. Navigating to Assistants
  5. Navigating to Pathways
  6. Navigating to Other Platform Sections
  7. Quick Navigation Tips

Platform Overview​

The Voicing AI platform is organized into several main sections (tabs) accessible from the left sidebar navigation. Each section serves a specific purpose in building and managing your voice AI solutions:

  • Home: Overview and getting started resources
  • Assistants: Create and configure AI assistants
  • Pathways: Build structured conversational flows
  • Voices: Browse, test, and select voice options
  • Tools: Configure integrations and custom tools
  • Knowledge Base: Manage knowledge bases for RAG
  • Campaigns: Set up and manage outbound campaigns
  • Contacts: Manage contact lists

The platform uses a left sidebar navigation that remains visible across all pages. Here's how to use it:

Accessing the Sidebar​

  1. Left Sidebar: The main navigation menu is always visible on the left side of the screen
  2. Collapsible Sections: Click on any section name to expand or collapse it
  3. Active Page: The current page is highlighted in the sidebar
  4. Breadcrumbs: Use the breadcrumb trail at the top of the content area to see your current location
Sidebar Navigation
  ├── Home
  ├── Assistants
  ├── Pathways
  ├── Voices
  ├── Tools
  ├── Knowledge Base
  ├── Campaigns
  └── Contacts

The Voices section allows you to browse, listen to, and select the best voice for your assistant.

Step-by-Step: Accessing Voices​

  1. Locate the Sidebar: Look at the left side of your screen
  2. Find "Voices": Scroll or look for the Voices section in the sidebar
  3. Click on "Voices": This will open the Voices page

Listening to Voices​

Once you're in the Voices section:

  1. Browse Available Voices: You'll see a list or grid of available voice options
  2. Play Sample Phrases:
    • Each voice has a play button or preview option
    • Click the play button to hear a sample phrase
    • Listen to how the voice sounds, its tone, and clarity
  3. Customize Test Message:
    • You can enter your own text in the Text-to-Speech (TTS) message field
    • This lets you test how the voice sounds with your specific content
    • Click Play to hear your custom message

Finding the Best Voice​

To find the best voice for your use case:

  1. Test Multiple Voices: Play samples from different voices
  2. Consider Your Brand: Choose a voice that matches your brand personality:
    • Professional: For business or formal interactions
    • Friendly: For customer support or casual conversations
    • Conversational: For natural, human-like interactions
  3. Test with Your Content: Use the custom TTS message field to test with phrases you'll actually use
  4. Note the Voice ID: Once you've selected a voice, note its Voice ID or Speaker Name for use in your assistant configuration

Voice Selection Tips​

  • Language Support: Ensure the voice supports your target language
  • Tone Matching: Match the voice tone to your use case (support, sales, informational)
  • Clarity: Prioritize voices that are clear and easy to understand
  • Consistency: Use the same voice across related assistants for brand consistency

The Assistants section is where you create, configure, and manage your AI assistants.

Step-by-Step: Accessing Assistants​

  1. Open Sidebar: Look at the left sidebar navigation
  2. Find "Assistants": Locate the Assistants section (usually near the top)
  3. Click "Assistants": This opens the Assistants dashboard

Creating a New Assistant​

  1. Click "Create AI Assistant": You'll see this button on the Assistants page
  2. Choose Setup Type:
    • Quick Assistant Setup: For fast, simple assistant creation
    • Advanced Setup: For full configuration control
  3. Follow the Configuration Tabs: The assistant configuration is organized into 8 main tabs:
    • Basic Settings
    • Prompt
    • TTS Controls
    • STT Controls
    • Orchestration
    • Tools & KB
    • Post-Call Analysis
    • Advanced Settings

When configuring an assistant:

  1. Tab Navigation: Use the tabs at the top of the configuration page to switch between settings
  2. Test Agent Widget: Use the Test Agent widget on the right side to test your assistant:
    • Desktop Mode: Test in-browser
    • Mobile Mode: Receive a real call on your phone
  3. Save and Continue: Save your changes as you configure each tab

When to Use Assistants​

Use the Assistants section when you want to:

  • Create a new voice AI assistant
  • Configure assistant behavior, voice, and prompts
  • Set up simple prompt-based conversations
  • Test your assistant before deploying

The Pathways section is for creating structured, guided conversational flows using a visual flowchart interface.

Step-by-Step: Accessing Pathways​

  1. Open Sidebar: Look at the left sidebar navigation
  2. Find "Pathways": Locate the Pathways section
  3. Click "Pathways": This opens the Pathways dashboard

Creating a New Pathway​

  1. Click "Create Pathways": This button is on the Pathways page
  2. Flow Canvas Opens: You'll see a visual canvas for building your flow
  3. Add Nodes: Use the canvas to add conversation nodes, data extraction nodes, action nodes, and transfer nodes
  4. Connect Nodes: Draw edges between nodes to define the flow logic
  5. Test the Flow: Use the Test Agent widget at the bottom right corner to test your pathway

When to Use Pathways vs Assistants​

Use Pathways when you need:

  • Guided Flows: Step-by-step conversations with specific decision points
  • Complex Logic: Multi-branch conversations based on user responses
  • Visual Flow Design: Prefer a flowchart/visual approach to conversation design
  • Structured Data Extraction: Need to extract specific information at each step
  • Conditional Routing: Different conversation paths based on conditions

Use Assistants (Prompt Mode) when you need:

  • Simple Conversations: Flexible, open-ended conversations
  • Quick Setup: Fast assistant creation without complex flows
  • LLM-Driven: Let the AI handle conversation flow naturally

Pathway Navigation Tips​

  • Canvas Zoom: Use zoom controls to navigate large pathway flows
  • Node Selection: Click on nodes to edit their configuration
  • Edge Configuration: Click on edges to set conditions and routing logic
  • Test Widget: Keep the test widget open while building to validate your flow

Tools Section​

Purpose: Configure custom tools, webhooks, and MCP integrations

How to Access:

  1. Click Tools in the sidebar
  2. Create or manage tools that your assistants can use

Use Cases:

  • Integrate with external APIs
  • Set up webhook tools
  • Configure MCP server tools

Knowledge Base Section​

Purpose: Manage knowledge bases for RAG (Retrieval-Augmented Generation)

How to Access:

  1. Click Knowledge Base in the sidebar
  2. Create knowledge bases and add sources (URLs or files)

Use Cases:

  • Upload documentation for RAG
  • Add FAQ sources
  • Manage company knowledge bases

Campaigns Section​

Purpose: Set up and manage outbound calling campaigns

How to Access:

  1. Click Campaigns in the sidebar
  2. Create new campaigns or manage existing ones

Use Cases:

  • Launch outbound calling campaigns
  • Configure campaign settings
  • Track campaign performance

Contacts Section​

Purpose: Manage contact lists for campaigns

How to Access:

  1. Click Contacts in the sidebar
  2. Upload or manage contact lists

Use Cases:

  • Upload CSV contact lists
  • Manage contact data
  • Organize contacts for campaigns

Quick Navigation Tips​

Keyboard Shortcuts​

  • Sidebar Toggle: Some platforms support Cmd/Ctrl + B to toggle sidebar
  • Search: Use Cmd/Ctrl + K to search across the platform (if available)
  • Location Indicator: The breadcrumb trail at the top shows your current location
  • Quick Navigation: Click on any breadcrumb segment to jump to that section

Test Widget Access​

The Test Agent widget is available in multiple places:

  • Assistant Configuration: Right side of the assistant config page
  • Pathway Canvas: Bottom right corner of the pathway canvas
  • Use it to test your configurations without leaving the page

Switching Between Modes​

When creating an assistant, you can switch between:

  • Prompt Mode: Configure in the Prompt tab
  • Pathways Mode: Link to a pathway in Basic Settings → Assistant Flow Configuration

Finding Your Way Back​

  • Sidebar Always Visible: The sidebar remains visible, so you can always navigate to other sections
  • Browser Back Button: Use your browser's back button to return to previous pages
  • Dashboard Links: Most pages have links back to their respective dashboards

Common Navigation Scenarios​

Scenario 1: "I want to test different voices before creating my assistant"​

  1. Navigate to Voices from the sidebar
  2. Play sample phrases for different voices
  3. Test with your own content using the TTS message field
  4. Note the Voice ID of your preferred voice
  5. Navigate to Assistants → Create Assistant
  6. Use the selected Voice ID in the TTS Controls tab

Scenario 2: "I need a guided conversation flow"​

  1. Navigate to Pathways from the sidebar
  2. Click Create Pathways
  3. Build your flow on the canvas
  4. Test using the Test Agent widget
  5. Navigate to Assistants → Create Assistant
  6. In Basic Settings, set Assistant Mode to "Pathways"
  7. Select your pathway from the dropdown

Scenario 3: "I want to create a simple assistant quickly"​

  1. Navigate to Assistants from the sidebar
  2. Click Create AI Assistant
  3. Select Quick Assistant Setup
  4. Enter basic details and prompt
  5. Choose a voice (or navigate to Voices first to test)
  6. Use Test Agent widget to test
  7. Save and deploy

Scenario 4: "I need to integrate with external APIs"​

  1. Navigate to Tools from the sidebar
  2. Create a new tool (Webhook or MCP)
  3. Configure the tool with your API details
  4. Navigate to Assistants → Your Assistant
  5. Go to Tools & KB tab
  6. Add your tool to the assistant

Summary​

The Voicing AI platform is designed with intuitive navigation:

  • Sidebar Navigation: Always visible, provides quick access to all sections
  • Voices: Test and select the best voice for your brand
  • Assistants: Create and configure AI assistants (Prompt or Pathways mode)
  • Pathways: Build structured, guided conversational flows
  • Other Sections: Tools, Knowledge Base, Campaigns, Contacts for advanced features

Remember:

  • Test voices first before configuring assistants
  • Use Pathways for guided flows, Assistants (Prompt) for flexible conversations
  • Test frequently using the Test Agent widget
  • Navigate easily using the always-visible sidebar

For detailed information about each section, refer to the specific guides in the documentation.

Last updated: [01/19/2026]