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Overview

This guide takes you from a fresh Voxworks account to a working AI voice agent you’ve actually spoken to — and shows you where to see what happened afterwards. You’ll:
  1. Create a call script — with AI, from a template, by copying an existing script, or from scratch
  2. Place a test call — in your browser or to your own phone
  3. Publish the script so it can take real calls
  4. Assign your number so inbound callers reach your agent
  5. Make your first outbound call to a contact
  6. Read the results — status, recording, summary, and transcript
Before you start, create your account at app.voxworks.ai and complete the welcome wizard — it verifies your mobile, creates your team workspace, and reserves an Australian phone number for you. The full walkthrough is at Onboarding Walkthrough. New users start on a 14-day free trial with 100 free minutes, so everything below runs without payment — see Free Trial. If you already generated and tested a script during onboarding, you can skim steps 1–2 and pick up at publishing.

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Step 1 — Create a call script

A call script defines everything about your agent: what it says, the voice it speaks with, and what it should achieve on a call. In the sidebar under Voice Agent Settings, open Call Scripts and click New Script. The Create New Script dialog offers four ways to start: Select an option and click Create. The Generate Script form asks for: Click Generate and watch the progress log while your script is built. When it finishes (“Your script has been generated and is ready to review.”), click Open Script to land in the editor. See AI Script Generation for details.

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From scratch

Choosing New Script opens a short form — Script Name, Description, Call Type (Inbound or Outbound), and Voice — then Create & Continue drops you into the editor with a blank script: “You’ll be able to configure everything else on the next page.” Either way you end up in the script editor, with tabs for Script, Guidelines, Policies, Knowledge Base, Data Collection, Post-Call Analysis, and Settings. You don’t need to touch any of them to continue this quickstart — see the Script Editor Guide when you’re ready to customise, and Creating a Script for a deeper look at the creation options.

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Step 2 — Place a test call

Now hear your agent. Click Test Call in the script editor toolbar — it’s also available on each script’s row on the Call Scripts page. From the editor, Voxworks first saves your changes as a draft and prepares that exact version for the call (“Saving your changes”, “Finalising your test call”), so what you hear is precisely what’s on your screen. The Test Call dialog offers two Call Options: The first time you choose My Phone, you may be asked to set up your contact information — enter Your Name and Phone Number, then click Save & Continue. Click Start Call to begin. One thing makes test calls safe to repeat:
  • No DNCR screening — test calls ring your own phone, so they are not checked against the Do Not Call Register the way real outbound calls are (see DNCR Compliance).
Talk to your agent, interrupt it, ask it questions — then adjust the script and test again. For everything else about testing (including how drafts and versions interact), see Testing Your Script, Test Calls, and Web Calls.

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Step 3 — Publish your script

Drafts only ever run on test calls — they never answer or place real calls. To take your agent live, click Publish in the editor toolbar. The Publish to production dialog confirms: “This becomes the live version. All calls will be made with this script.” Your script now carries a Live version, and you can keep editing drafts freely without affecting it. Version numbers, history, and comparing versions are covered in Versions & Publishing.

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Step 4 — Assign your number for inbound

If your script’s Call Type is Inbound, put it on a phone number so real callers reach it. In the sidebar under Phone System, open Numbers & Routing and switch to the Numbers tab — “Inbound numbers and the scripts that answer them.” You’ll see the number reserved for you during onboarding. On your number’s row, click the script field (it shows No script assigned until you set one), choose your script from the Select script… dropdown, and confirm — you’ll see “Script assignment updated successfully”. Now ring the number from any phone. Your agent answers — each number’s row also shows a Test or Live environment badge, and on a Live number inbound calls always run the Live (published) version of the assigned script, never a draft, so if you change the script, publish again before expecting callers to hear the difference. See Versions & Publishing for exactly which version each kind of call runs. See Numbers for buying additional numbers and Numbers & Routing Overview for how inbound routing fits together. To forward an existing business number to Voxworks instead, see Forward Your Existing Number.

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Step 5 — Make your first outbound call

Outbound calls go to a contact, so create one first if you have none: under Phone System, open Contacts, click New Contact, and save a name and phone number (your own second number, or a colleague’s, is fine for a first run) — see Contacts. Then open Call Log and click New Call (also available from the Dashboard’s Actions menu). The Schedule New Call dialog asks for: Click Schedule Call. Calls scheduled for now enter the dispatch queue straight away; calls scheduled for later dial when their scheduled time arrives — see Scheduling Calls and Dispatch & Concurrency. If the number is on the Do Not Call Register, a Do Not Call Register Warning appears: “Only proceed if you have consent, an existing business relationship, or another valid exemption.” Clicking OK records your acknowledgement and schedules the call; Cancel abandons it. Real outbound calls are screened this way automatically — see DNCR Washing.

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Step 6 — Read the results

Every call — test, inbound, and outbound — lands in the Call Log. Each row shows the call’s type, status (for example Completed, Voicemail, or Rang Out — the full list is at Call Statuses), the script and version that ran, and whether it was a Live or Test call. Click a call to open its details:
  • The recording sits at the top — press play to hear the whole call.
  • Details — the Call Summary (a written recap of what happened), Call Objectives (whether the goals you set on the script were met), and Metadata.
  • Transcript — the full conversation, speaker by speaker. Transcripts are automatically polished shortly after the call, so the text you read can be more accurate than what was heard live.
  • Analysis and Data Collection — post-call analysis results and any data your script collected, once configured.
  • Notes — space for your own notes, plus a System Notes section Voxworks adds automatically for things like calendar bookings, SMS, or transfer attempts during the call.
If the summary shows your agent said something you didn’t expect, edit the script, run another test call, and publish again. See Call Details for everything on this screen and Call History for filtering and saved views.

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Next Steps

  • Script Editor Guide — tour every tab of the editor and shape how your agent speaks and behaves.
  • AI Receptionist — a guided, simplified way to set up an inbound answering agent.
  • Batches — scale from one outbound call to a scheduled calling campaign.
  • How Billing Works — the 60-second minimum and how a call’s cost is calculated against your credits and wallet.