Workspace Setup, Integrations and Team members: Twilio, Elevenabs, OpenAI

Introduction

Welcome to CallFluentAI, the next-generation AI-powered voice calling platform. In this guide, we will walk you through setting up your first CallFluentAI workspace.

By the end of this tutorial, you will have a fully functional workspace integrated with Twilio, Eleven Labs, and OpenAI, ready to handle your AI-powered voice interactions.

In this video we cover creating workspaces, account limitations, adding minutes, integrating Twilio, Elevenabs, OpenAI and managing team members. 

🔍 What You’ll Learn:

- How to create and manage your first CallFluentAI workspace
- Understanding account limitations and adding minutes
- Seamlessly integrating with Twilio, Eleven Labs, and OpenAI
- Effective team management within CallFluentAI

Video Contents:
0:00 - Introduction
1:27 - Creating First Workspace
3:52 - Twilio Integration
5:46 - Eleven Labs Integration

Follow Step-by-Step Guide

1. Logging In and Initial Setup

1. Login to CallFluentAI Dashboard: Access the CallFluentAI app and log in with your credentials.
2. Create Your First Workspace:
   • Upon logging in, you'll see a prompt indicating that you have no workspaces. Click on the "+" icon or the button provided to create a new workspace.
   • Name your workspace (e.g., "Onboarding") and click on "Create"
     

2. Understanding Account Limitations and Adding Minutes

1. Account Limitations:
   • Navigate to your profile and go to the billing page to check your account details and limitations.
     
   • Here, you can see how many workspaces you can create and the number of agents allowed.
2. Adding Minutes:
   • To add more minutes to your account, use the recharge option on the billing page. You can add 100 one-time extra minutes if needed.
     
   • You can also view invoices and other payment details here.

3. Integrating Twilio

1. Setting Up Twilio:
   • CallFluentAI requires a Twilio account to make phone calls. If you don't have a Twilio account, sign up for a free trial at twilio.com.
2. Verify Caller IDs:
   • For Twilio trial accounts, go to Phone Numbers > Manage > Verify Caller IDs. Add and verify your phone number to test calls.
3. Integrate Twilio with CallFluentAI:
   • Copy your Twilio Account SID and Authentication Token.
     
   • Paste them into the respective fields in the CallFluentAI integration settings and click "Save".
     

4. Integrating Eleven Labs (Optional)

1. Setting Up Eleven Labs:
   • If you want to use Eleven Labs voices with CallFluentAI, sign up for an Eleven Labs account.
   • Copy your Eleven Labs API key from your Eleven Labs account.
     
   • Paste the API key into the Eleven Labs integration field in CallFluentAI and click "Save".
     
   • Ensure you have remaining tokens in Eleven Labs to avoid errors.

5. Integrating OpenAI (Optional)

1. Setting Up OpenAI:
   • CallFluentAI supports different OpenAI models. By default, it uses 3.5 Turbo.
   • If you want to use another model, obtain your OpenAI API key.
     
   • Paste the API key into the OpenAI integration field in CallFluentAI and select your preferred model.
     

6. Managing Team Members

1. Inviting Team Members:
   • In the workspace settings, navigate to the team members section.
   • Click on the invite button to add team members as guests.
     
2. Setting Permissions:
   • After inviting team members, you can set permissions and limit the number of minutes, team members, or agents for each workspace
     

By following these steps, you have successfully set up your first CallFluentAI workspace with necessary integrations.

Now you are ready to create your first AI agent and start leveraging the power of AI-powered voice calling agents for your business needs.

Stay tuned for our next tutorial on creating and configuring your first CallFluentAI agent.

For more in-depth tutorials and tips, visit our YouTube channel.