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Browse articles about configuring your AI voice agent, managing integrations, billing, and more.

Getting Started

What Is Allison Voice?

An overview of Allison Voice — what it is, how it works, and what makes it different from traditional phone systems.

How Calls Work

The complete lifecycle of a phone call to your AI voice agent — from the first ring to post-call processing.

Setting Up Your First Agent

A walkthrough of the onboarding process — from your first call with Allison to a live agent.

The Build Your Agent Page

A guided, chat-first setup flow that surfaces what's still missing from your agent's knowledge, team, hours, and skills — and lets you fill each gap with one click or one question.

Configuring Your Agent Through Conversation

You can configure most aspects of your agent by asking Allison directly — through the dashboard chat or by calling Allison.

Naming and Voicing Your Agent

Give your customer-facing agent its own name and voice. Per location, included on every plan, and completely optional.

Getting Help from Allison — Support Widget and Setup Chat

How Allison's two in-dashboard support surfaces work — the floating support widget that follows you everywhere, and the per-step setup chat scoped to whichever wizard step you're on. Plus voice mode (call Allison from the dashboard).

White-Glove Setup & Integration Services

A human engineer designs, wires, and tests advanced setups with you — custom API tools, webhooks, CRM and calendar integrations — included with any plan at no extra charge.

Finding Anything with Global Search

How to use the dashboard's global search to jump to any call, contact, or order by name, phone number, or order number, and how recent searches work.

Knowledge Base

Integrations

Pre-Built Integrations — What's Available and What They Do

Connect Google Calendar with one click. For any other service — HubSpot, Salesforce, Slack, and thousands more — use Allison's API and webhooks.

Custom API Integrations — Connecting Your Agent to Any System

Build custom integrations that connect your agent to any HTTP API — your PMS, EHR, booking system, or internal tools.

Connecting Google Calendar

Step-by-step guide to connecting Google Calendar, Allison's pre-built OAuth integration. For everything else, see "Connecting via API and Zapier.

Connecting to HubSpot, Salesforce, Slack, and More — API + Zapier

Use Allison's REST API and outbound webhooks to connect to any app — directly or through Zapier, Make, n8n, and similar automation tools.

Building a Custom Skill

Advanced guide to creating custom API integrations that connect your agent to any system.

Call Trail

Every call's `trail` field is a short array of caller-perspective labels — what the caller actually did during the call. Universal across industries; rendered as a Trail column, breadcrumb, or timeline.

Understanding Context Burden Levels

How context burden levels control when and how your agent uses integrations during calls.

Using the Allison Voice REST API

How to create and manage API keys, the read/write scope model, rate limits, the audit log, and where to find the full reference docs. Distinct from the conceptual integration guide — this article is about the API itself.

Using Outbound Webhooks

How to subscribe to call events and have Allison Voice POST signed payloads to your URL — push notifications instead of polling. Covers events, signing, retries, auto-disable, and testing.

Call Handling

How Team Routing Matches Callers to the Right Person

Your agent uses name, title, department, and expertise tags to route callers to the right team member — through natural conversation.

How Your Agent Says Each Team Member's Name

You control whether your agent says each team member's first name only, first name and last initial, or full name. Per-member, defaults to first-name-only for privacy.

How Escalation Rules Protect Your Caller Experience

Escalation rules define exactly when and how calls get transferred to a human — based on sentiment, keywords, duration, or custom conditions.

Call Groups — How Calls Reach Your Team

Call groups define how incoming calls are distributed to team members — simultaneous, round robin, or least recent.

Setting Up Escalation Rules

How to create and configure rules that determine when calls are transferred to a human.

Configuring Transfer Hours and After-Hours Availability

How to set when team members are available for call transfers and what happens after hours.

Your Fallback Number — What Happens If Allison Can't Answer

The fallback number is your safety net. If a rare technical issue keeps your agent from taking a call, the caller is connected to your fallback number instead of being turned away, and you get an email about it either way.

Order Profiles — How Your Agent Takes Orders Over the Phone

How to configure order-taking so your agent can build a cart conversationally, capture per-item details, and email a structured order to your team.

Managing Contacts

How caller profiles are auto-populated, and how to view, edit, and add contacts manually.

Blocking Abusive or Unwanted Callers

How to add, manage, and remove phone numbers from your blocklist. Blocked callers hear a busy signal and never reach your agent.

Marking Calls as Spam

How to flag a call as spam from the call drawer, the difference vs. blocking, and what your agent does automatically when it detects a robocall.

Watchtower — AI Call Quality Monitoring

Watchtower automatically scores every customer call across five quality dimensions, aggregates an org-level health score, and surfaces trends and flagged calls — so you know how your AI agent is actually performing without listening to every recording.

Schedules

Billing

Settings

Troubleshooting

Need more help?

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