Voice-platform

Resources

How setup works

You can move between tabs anytime. The system checks everything before activation.

1) Playbook tab (what to collect)

  • Define each intent (what callers ask for).
  • Add the required details the agent must collect (for example name, date, confirmation ID).
  • Set greeting, closing, and rules.

2) Connect tab (where actions run)

  • Connect your systems. Currently supported providers include Google, Calendly, Square, and Clover.
  • Choose default read/write integrations.

For ordering:

  • Integration mode: currently supports Square and Clover for order actions.
  • Native mode: if you don’t want to connect a provider, you can upload your own menu/catalog file (CSV/JSON).
  • Set menu mappings/allowlist as needed so only valid items are available for ordering.

Native catalog CSV guidance:

Use native catalog mode when you want the agent to take pay-at-counter orders from your own uploaded catalog instead of Square or Clover.

  • Required fields: location, item_name, variation_name, category, description, price, available, stock_quantity, and modifier_groups.
  • Use modifier_groups for options or add-ons, like size, color, warranty, service length, sides, or extras. Use none when an item has no options.
  • menu_key is optional. If you leave it blank, Voice Platform generates one from location, category, item name, and variation.

Download the clean CSV template to see the expected columns before you upload your own catalog.

Download native catalog CSV template

3) Automation tab (what the agent is allowed to do)

  • Turn tools on per intent (check availability, create booking, cancel, create order, etc.).
  • Tool options are enabled only when prerequisites are ready (for example connected integration or native catalog items).

4) Preview tab (final check)

  • Review your full setup.
  • Fix any blockers shown.
  • Activate when all checks pass.