# Verbatik documentation

## Getting started

- [Build your calling workflow](https://documentation.verbatik.com/index.md): Set up AI voice and chat agents, connect your tools, and bring them to your clinic’s phone and website.
- [Build your first agent](https://documentation.verbatik.com/quickstart.md): Create a draft, test it in your browser and prepare a safe first launch.
- [Set up your workspace](https://documentation.verbatik.com/onboarding.md): Save your business details and generate a first agent from your website.

## Build

- [Create and publish agents](https://documentation.verbatik.com/agents.md): Understand drafts, agent types, editor settings and deployment.
- [Choose an agent template](https://documentation.verbatik.com/agent-templates.md): Find a starting point and turn it into your own tested configuration.
- [Write reliable instructions](https://documentation.verbatik.com/prompts.md): Give the agent a clear task, source facts and rules for actions.
- [Build a conversation flow](https://documentation.verbatik.com/conversation-flow.md): Connect conversation, logic and action nodes inside an agent.
- [Choose a voice model](https://documentation.verbatik.com/voice-engines.md): Compare the four managed voice choices and their deployment requirements.
- [Configure multilingual conversations](https://documentation.verbatik.com/languages.md): Set the agent language and verify speech support with real samples.
- [Tune speech and turn taking](https://documentation.verbatik.com/speech-settings.md): Improve interruption handling, names and perceived response time.
- [Build with the Assistant](https://documentation.verbatik.com/assistant.md): Use workspace-aware tools to create and revise actual drafts.
- [Add business knowledge](https://documentation.verbatik.com/knowledge-base.md): Index approved pages, documents and text for your agents.

## Deploy

- [Buy a phone number](https://documentation.verbatik.com/deploy/phone-numbers.md): Search available countries, review the rental and assign a published voice agent.
- [Keep your existing clinic number](https://documentation.verbatik.com/deploy/existing-number.md): Choose call forwarding or SIP without changing the number patients already know.
- [Connect via SIP trunking](https://documentation.verbatik.com/deploy/sip.md): Import a carrier number, configure routing and verify signaling and audio.
- [Twilio Elastic SIP Trunking](https://documentation.verbatik.com/deploy/sip-twilio.md): Connect a number already held in your Twilio account.
- [Telnyx SIP connection](https://documentation.verbatik.com/deploy/sip-telnyx.md): Connect a Telnyx number through FQDN routing.
- [Vonage SIP trunk](https://documentation.verbatik.com/deploy/sip-vonage.md): Connect a Vonage number using the SIP Dashboard.
- [Transfer a call to clinic staff](https://documentation.verbatik.com/deploy/transfers.md): Set approved destinations, choose cold or warm transfer and plan the fallback.
- [Transfer between AI agents](https://documentation.verbatik.com/deploy/agent-handoffs.md): Give specialized agents permission to continue the same conversation.
- [Install a website voice or chat widget](https://documentation.verbatik.com/deploy/widgets.md): Brand the reception window and install it on approved website origins.
- [Set up SMS agents and follow-up texts](https://documentation.verbatik.com/deploy/sms.md): Connect your own Twilio messaging number, route replies and verify delivery.
- [Clinic go-live checklist](https://documentation.verbatik.com/deploy/go-live-checklist.md): Verify onboarding, bookings, calls, transfers and rollback before patient traffic.

## Flows and campaigns

- [Create and schedule a Dialer campaign](https://documentation.verbatik.com/deploy/campaigns.md): Choose contacts, agent, attempts and calling windows before launch.
- [Build a Deploy Flow](https://documentation.verbatik.com/deploy/flows.md): Connect lead events, waits, calls, validation rules and follow-up messages.
- [Call a website lead, then follow up by SMS](https://documentation.verbatik.com/deploy/lead-follow-up.md): Build a requested follow-up with busy, consent and callback branches.
- [Choose a Flow template](https://documentation.verbatik.com/deploy/flow-templates.md): Start with fifteen workflows, then configure each agent, sender and rule.

## Integrations

- [Connect your business systems](https://documentation.verbatik.com/integrations/overview.md): Authorize your own CRM, calendar, storage and automation accounts.
- [HubSpot](https://documentation.verbatik.com/integrations/hubspot.md): Connect HubSpot, obtain the required access and configure permitted actions.
- [Salesforce](https://documentation.verbatik.com/integrations/salesforce.md): Connect Salesforce, obtain the required access and configure permitted actions.
- [Microsoft Dynamics 365](https://documentation.verbatik.com/integrations/dynamics365.md): Connect Microsoft Dynamics 365, obtain the required access and configure permitted actions.
- [GoHighLevel](https://documentation.verbatik.com/integrations/gohighlevel.md): Connect GoHighLevel, obtain the required access and configure permitted actions.
- [Zoho CRM](https://documentation.verbatik.com/integrations/zohocrm.md): Connect Zoho CRM, obtain the required access and configure permitted actions.
- [Zendesk](https://documentation.verbatik.com/integrations/zendesk.md): Connect Zendesk, obtain the required access and configure permitted actions.
- [Pipedrive](https://documentation.verbatik.com/integrations/pipedrive.md): Connect Pipedrive, obtain the required access and configure permitted actions.
- [Bitrix24](https://documentation.verbatik.com/integrations/bitrix24.md): Connect Bitrix24, obtain the required access and configure permitted actions.
- [ERPNext](https://documentation.verbatik.com/integrations/erpnext.md): Connect ERPNext, obtain the required access and configure permitted actions.
- [Google Calendar](https://documentation.verbatik.com/integrations/google-calendar.md): Connect Google Calendar, obtain the required access and configure permitted actions.
- [Calendly](https://documentation.verbatik.com/integrations/calendly.md): Connect Calendly, obtain the required access and configure permitted actions.
- [Cal.com](https://documentation.verbatik.com/integrations/cal-com.md): Connect Cal.com, obtain the required access and configure permitted actions.
- [Guesty](https://documentation.verbatik.com/integrations/guesty.md): Connect Guesty, obtain the required access and configure permitted actions.
- [Breezeway](https://documentation.verbatik.com/integrations/breezeway.md): Connect Breezeway, obtain the required access and configure permitted actions.
- [ServiceTitan](https://documentation.verbatik.com/integrations/servicetitan.md): Connect ServiceTitan, obtain the required access and configure permitted actions.
- [Jobber](https://documentation.verbatik.com/integrations/jobber.md): Connect Jobber, obtain the required access and configure permitted actions.
- [Housecall Pro](https://documentation.verbatik.com/integrations/housecall-pro.md): Connect Housecall Pro, obtain the required access and configure permitted actions.
- [Shopmonkey](https://documentation.verbatik.com/integrations/shopmonkey.md): Connect Shopmonkey, obtain the required access and configure permitted actions.
- [Open Dental](https://documentation.verbatik.com/integrations/open-dental.md): Connect Open Dental, obtain the required access and configure permitted actions.
- [Altegio (YCLIENTS)](https://documentation.verbatik.com/integrations/altegio.md): Connect Altegio (YCLIENTS), obtain the required access and configure permitted actions.
- [ClinicCards](https://documentation.verbatik.com/integrations/cliniccards.md): Connect ClinicCards, obtain the required access and configure permitted actions.
- [Booksy](https://documentation.verbatik.com/integrations/booksy.md): Connect Booksy, obtain the required access and configure permitted actions.
- [Denticon](https://documentation.verbatik.com/integrations/denticon.md): Connect Denticon, obtain the required access and configure permitted actions.
- [Medatixx](https://documentation.verbatik.com/integrations/medatixx.md): Connect Medatixx, obtain the required access and configure permitted actions.
- [Doctoranytime](https://documentation.verbatik.com/integrations/doctoranytime.md): Connect Doctoranytime, obtain the required access and configure permitted actions.
- [Zapier](https://documentation.verbatik.com/integrations/zapier.md): Connect Zapier, obtain the required access and configure permitted actions.
- [Microsoft Teams](https://documentation.verbatik.com/integrations/microsoft-teams.md): Connect Microsoft Teams, obtain the required access and configure permitted actions.
- [Facebook Lead Ads](https://documentation.verbatik.com/integrations/facebook-lead-ads.md): Connect Facebook Lead Ads, obtain the required access and configure permitted actions.
- [Google Drive](https://documentation.verbatik.com/integrations/google-drive.md): Connect Google Drive, obtain the required access and configure permitted actions.
- [Microsoft OneDrive](https://documentation.verbatik.com/integrations/onedrive.md): Connect Microsoft OneDrive, obtain the required access and configure permitted actions.
- [Notion](https://documentation.verbatik.com/integrations/notion.md): Connect Notion, obtain the required access and configure permitted actions.
- [Booking setup and action receipts](https://documentation.verbatik.com/integrations/bookings.md): Connect the right calendar, control writes and verify every appointment change.
- [After-call workflows](https://documentation.verbatik.com/integrations/after-call.md): Map completed call outcomes into approved CRM and automation actions.
- [HTTP API tools](https://documentation.verbatik.com/integrations/http-api.md): Connect a public HTTPS service and expose only approved actions to an agent.
- [MCP server tools](https://documentation.verbatik.com/integrations/mcp.md): Discover approved tools from your server and assign selected tools to agents.
- [Facebook lead webhook](https://documentation.verbatik.com/integrations/facebook-leads-webhook.md): Verify Meta notifications and import leads before an authorized follow-up flow.

## Test and monitor

- [Test an agent in the browser](https://documentation.verbatik.com/web-testing.md): Check text, microphone audio, interruptions and action results before deployment.
- [Run regression simulations](https://documentation.verbatik.com/simulations.md): Create repeatable test suites and inspect individual failures.
- [Review calls and chats](https://documentation.verbatik.com/call-history.md): Find transcripts, playback status and recorded outcomes.
- [Understand your analytics](https://documentation.verbatik.com/analytics.md): Compare call counts, duration, latency, outcomes and recorded usage.
- [Monitor an active call](https://documentation.verbatik.com/live-monitoring.md): Follow ongoing sessions and use supported live controls.
- [Score calls with AI quality assurance](https://documentation.verbatik.com/quality-assurance.md): Create rubrics and automatically evaluate selected conversations.
- [Create operational alerts](https://documentation.verbatik.com/alerts.md): Detect changes in call metrics and notify the right team.
- [Fix sign-in and workspace access](https://documentation.verbatik.com/troubleshooting/account.md): Resolve verification, expired links, sign-in methods and missing workspace resources.
- [Fix silent, slow or interrupted audio](https://documentation.verbatik.com/troubleshooting/voice.md): Separate microphone, playback, model and tool problems in a voice test.
- [Fix connections and uncertain bookings](https://documentation.verbatik.com/troubleshooting/integrations.md): Check credentials, selected resources, action receipts and appointment timezones.
- [Fix widget loading and microphone access](https://documentation.verbatik.com/troubleshooting/widgets.md): Check the embed, exact origins, selected version and browser permissions.
- [Fix Flows, campaigns and undelivered SMS](https://documentation.verbatik.com/troubleshooting/automation.md): Check activation, scheduling, consent, calling gates and carrier outcomes.

## Account and data

- [Voice-minute pricing and billing](https://documentation.verbatik.com/account/pricing.md): Understand the AI rate, carrier usage and recurring number rental.
- [Manage contacts and custom fields](https://documentation.verbatik.com/contacts.md): Keep caller details, tags and permissions organized by workspace.
- [Import contacts from CSV or XLSX](https://documentation.verbatik.com/contact-import.md): Map columns, validate a batch and preserve suppression settings.
- [Manage workspaces and account access](https://documentation.verbatik.com/workspace-settings.md): Separate clinics, review membership and configure business settings.
- [Configure recordings and retention](https://documentation.verbatik.com/privacy.md): Control saved conversation data and review what your clinic should collect.
- [Set up call recordings](https://documentation.verbatik.com/recordings.md): Configure recording consent, audio retention and authenticated playback.

## API reference

- [API overview and authentication](https://documentation.verbatik.com/api/overview.md): Use workspace-scoped bearer keys for the supported server-to-server API.
- [Contacts API](https://documentation.verbatik.com/api/contacts.md): List, create, update and archive contacts with workspace-scoped keys.
- [Agents API](https://documentation.verbatik.com/api/agents.md): Manage agent drafts and publish a validated version.
- [Outbound call API](https://documentation.verbatik.com/api/outbound-calls.md): Request one authorized phone call with a stable idempotency key.
- [Campaign API](https://documentation.verbatik.com/api/campaigns.md): Create campaign drafts, control runs and read campaign statistics.
- [Knowledge base API](https://documentation.verbatik.com/api/knowledge.md): Manage knowledge-base records and source definitions.
- [Read call history and billing](https://documentation.verbatik.com/api/calls-and-billing.md): Fetch call records and the workspace billing summary with read-only scopes.
- [Errors, limits and retries](https://documentation.verbatik.com/api/errors.md): Handle validation failures, rate limits and uncertain mutations without duplicates.
- [Signed webhooks](https://documentation.verbatik.com/api/webhooks.md): Receive call events, verify the raw body and deduplicate deliveries.