Talk-Lee Documentation

Step-by-step guidance for using the Talk-Lee web application.

This guide is written for the current Talk-Lee frontend and is intended for publication in the Talk-Lee website documentation. Some screens are role-based, so a user may not see every menu item shown in this guide.

• Getting Started

  What is available before you sign in, how to create an account and sign in, and how to find your way around the dashboard.

• Outbound Campaigns

  Create and manage outbound campaigns, give the agent a knowledge base, and test the agent before launch.

• Contacts

  Upload contacts by CSV, format phone numbers, edit or delete contacts, and handle opt-outs.

• Inbound

  Set up an AI agent to answer incoming calls, manage inbound campaigns, and test them.

• Calls and Recordings

  Review call history, transcripts and summaries, access recordings, and read analytics.

• Follow-ups

  Assistant, meetings, reminders, email, reviews and notifications created by your calls.

• Connectors

  Connect, reconnect and disconnect external services such as CRM providers.

• AI Options

  Account-level AI, voice and model settings, voice tuning, and latency benchmarking.

• Billing and Usage

  Review your plan and usage, buy AI minute top-ups, change plan, and find invoices.

• Settings and Security

  Your account security, profile and telephony settings, and the administrative Security Center and Developer Hub.

• White-Label and Partner Administration

  Manage your own customers from the partner area: tenants, analytics, billing and branding.

• Recommended End-to-End Workflow

  The recommended order of steps for a new outbound campaign and for a new inbound agent.

• Troubleshooting

  Quick fixes for common problems, and what to have ready when you contact support.

• Glossary

  The terms used across Talk-Lee and what they mean.