Everything you need to run VoxReach yourself.
25+ articles covering setup, voice agents, leads, SMS, billing, integrations, and compliance. Search anything.
Getting started
Your first 30 minutes on VoxReach
Sign-up to first live call in under 30 minutes. Step-by-step.
Reading your dashboard
What every number, card and pill on the dashboard means.
Choose what your AI agent does
Pick from 6 canonical use cases — inbound appointment setter, full receptionist, after-hours overflow, outbound dialer, 2-way SMS responder, or hybrid. Each is a one-click template that pre-configures the agent for that exact job.
Quick-start: tradies (plumbers, electricians, locksmiths, HVAC)
Get a tradie business booking jobs via AI in 30 minutes. Connect ServiceM8 or simPRO, set use case to 'inbound appointment setter', test, go live.
Quick-start: allied health (physio, chiro, psych, podiatry)
Cliniko + VoxReach in 30 minutes. AI books patient appointments mid-call respecting practitioner availability.
Quick-start: hair salons + beauty + spa
Timely or Square Appointments + VoxReach. AI books haircuts, colour, treatments while stylists are on the floor.
Quick-start: veterinary clinics
ezyVet + VoxReach. AI books pet appointments, looks up owner records, triages emergencies.
Quick-start: law firms (Clio, LEAP, Smokeball)
AI receptionist for law firms. Books client consultations directly into Clio/LEAP/Smokeball calendars.
Quick-start: real estate agencies
AgentBox or VaultRE + VoxReach. AI books inspections, appraisals, listing meetings while agents are on the road.
Quick-start: mortgage + finance brokers
Salestrekker (or Calendly) + VoxReach. AI qualifies leads + books discovery calls.
Quick-start: restaurants + cafés
ResDiary + VoxReach. AI takes reservations, captures party size, sends SMS confirmation.
Quick-start: yoga / pilates / boutique fitness
Mindbody + VoxReach. AI books classes + 1-on-1 sessions.
Quick-start: mechanic shops
Workshop Software + VoxReach. AI takes service bookings, captures car details, schedules with techs.
Set business hours per day + state timezone
Configure your tenant business hours so the AI never books outside them. Per-day hours + AU state timezone awareness.
Read the analytics dashboard
Every metric on your /analytics page explained, plus what good looks like.
Phone numbers
Voice agents
Building a voice agent
Pick a template, pick a voice, write a script. Live in 10 minutes.
Writing a script that converts
Practical advice from the calls that worked across our pilot tenants.
Testing an agent before going live
How to QA a new agent without burning real leads.
Troubleshoot: voice quality / latency
When the AI sounds robotic, choppy, or has long silences. Fix steps.
Troubleshoot: AI saying the wrong thing
Tighten your AI agent's behaviour — system prompt, knowledge base, qualifying questions.
Set up the knowledge base (FAQ + docs)
Upload your business documents, FAQs, pricing, and policies so the AI agent answers from them instead of hallucinating.
Voice + personality tuning explained
What every slider on the agent voice config does + recommended values per use case.
Live-listen + call recording playback
Listen to your AI's calls live or after the fact. Pull transcripts. Train your team.
Leads & campaigns
Uploading leads (CSV format)
What columns we need, how DNCR attestation works, and how we de-duplicate.
Starting an outbound campaign
Combine an agent, a number, and a lead list. Click Start. Worker dials within 30 seconds.
Outcome tags explained
What each green/blue/red outcome means and what auto-actions fire on each.
SMS
Sending SMS from your VoxReach number
Manual sends + auto-sends triggered by call outcomes.
Receiving SMS replies
Your number is fully 2-way. Replies land in /sms, email the team, and Sienna can auto-respond.
Troubleshoot: SMS not arriving
Why an SMS sent by our AI isn't reaching the recipient + how to fix.
Billing
Top-ups, balance, and how billing works
Prepaid only. Minimum top-up A$500. Auto-pause at zero. No surprise invoices.
Volume tier discounts
0 / 5 / 10 / 15 percent discount on variable usage based on rolling 30-day spend.
Auto top-up — never run out of credit
Configure auto top-up so calls keep flowing even when balance gets low.
Admin: Stripe billing setup
Walkthrough for connecting Stripe live keys + webhook endpoint.
Admin: pricing engine + vendor cost management
How VoxReach's per-tenant pricing actually works — vendor cost × markup × FX × volume tier.
Team & branding
Adding team members
Each tenant includes 5 seats by default. Owners can invite more from the Team page.
Branding — logo, colours, sender email
Set your business identity once; it shows on dashboards, email subject lines, SMS sender labels.
Admin: mail provider config (SMTP / Mailgun / Resend / SendGrid)
How to swap email provider for transactional emails (welcome emails, alerts, NPS surveys).
CRM integrations
Connect Clio (lawyers)
Clio OAuth setup. AI books client consultations directly into Clio's calendar with matter linkage.
Connect LEAP (AU/NZ lawyers)
LEAP partner OAuth setup. AU/NZ-dominant legal platform.
Connect Workshop Software (mechanics)
Workshop Software API key setup. Aussie-built mechanic shop management.
Connect Jobber (home services)
Jobber OAuth setup. Cleaners, lawn care, pool, pest, gardeners — global #1 home services SMB platform.
Connect AgentBox (real estate)
AgentBox API setup. AU-dominant residential real estate CRM. AI books inspections + appraisals against agents.
Connect Salestrekker (mortgage brokers)
Salestrekker API setup for AU mortgage broker firms.
Connect Smokeball (AU mid-tier lawyers)
Smokeball partner OAuth setup.
Connect VaultRE (real estate)
VaultRE API key setup for AU residential real estate.
Connect Cliniko (allied health)
Step-by-step setup. AI agent looks up patients, checks practitioner availability, and books appointments mid-call. 5 minutes from API key to live.
Connect Square Appointments
Square OAuth setup. Once VoxReach admin sets the Square OAuth client_id + secret, tenants click 'Connect via OAuth' — 30 seconds, no token paste.
Connect Calendly
Calendly Personal Access Token setup. AI uses the new direct-booking API (POST /invitees) to create real Calendly events without the caller clicking a link.
Connect Acuity Scheduling
Acuity (Squarespace Scheduling) setup. Direct write-bookings, no link bouncing.
Connect Cal.com
Open-source Calendly alternative. Free direct-booking API on the Teams plan or self-hosted.
Connect Timely (salons, spa, beauty)
Timely OAuth — once admin registers the OAuth app, tenants click connect and authorise.
Connect Setmore
Setmore OAuth setup. Free tier supports the API.
Connect simPRO (commercial trades)
OAuth flow with per-tenant build URL. Once VoxReach admin sets simPRO client credentials, tenants connect with their own build domain + log in.
Connect Mindbody (yoga, pilates, fitness)
Mindbody Public API v6. Requires Site ID, API key, and partner approval.
Connect ezyVet (vets)
Partner OAuth with ezyVet. AU/NZ vet clinic dominant — full appointment + contact + note workflow.
Connect ResDiary (restaurants)
Partner API for restaurant bookings — party size, day-part, table reservations.
Connect ServiceM8 (tradies)
API key setup for ServiceM8. Most popular AU tradie field-service platform.
Connect HubSpot
Private App access token. Pulls contacts + lists. Pushes call notes back as engagements.
Connect Pipedrive
Personal API Token. Pulls Persons. Pushes call activities back.
Connect Salesforce
OAuth (recommended) or Session ID. Imports Leads + Contacts. Pushes Call Tasks.
Connect Zoho CRM
OAuth Self-Client. Works on every Zoho data centre (com, eu, com.au, in, jp).
Connect GoHighLevel
Agency or Location-level API key. Pull contacts from sub-accounts. Push notes + tags.
Connect Monday.com
Personal API Token + Board ID. Pull rows as leads. Push call updates.
Connect Airtable
Personal Access Token + Base + Table. Add a 'VoxReach Notes' field for call writebacks.
Connect ActiveCampaign
Account URL + API Key. Imports contacts. Notes attached to each Subscriber.
Connect Close
API Key. Pulls Close Leads + their Contacts. Notes flow back to the Lead activity feed.
Connect Attio
Personal Access Token. Pulls People. Writes Notes to each Person.
Connect ServiceM8
Field-service for tradies. AI takes inbound calls, checks your dispatch board, books the job. Auto-SMS to caller and assigned tradie.
Admin: register OAuth apps for booking platforms
Walkthrough for the VoxReach admin to register OAuth applications on Square, Timely, Setmore, simPRO, ServiceM8, Clio, Jobber, LEAP, Smokeball.
Compliance
Do Not Call Register policy
Tenant warrants the list is washed. Worker enforces dial-hour windows. Opt-outs auto-add to DNC.
Recording disclosure on outbound calls
Every VoxReach outbound opener includes a recording disclosure. Don't disable it.
Opt-outs and the Do-Not-Contact list
Voice 'remove me', SMS 'STOP', and explicit unsubscribe — all add the lead to your tenant DNC.
Troubleshoot: my call is failing
Diagnose why a call rings, fails, or drops. Common causes + step-by-step debug.
Troubleshoot: AI didn't book the appointment
When the AI promises to book but nothing appears in your calendar/CRM. Debug steps.
API & webhooks
Tenant API access
Per-tenant API key. Push leads, fetch transcripts, query usage. Rate-limited 120 req/min.
Webhook subscriptions
Subscribe to events: call.ended, call.interested, call.opt_out, sms.received, lead.imported.
Trigger an outbound call via API (for IT teams)
POST a call from your stack — webhook + SDK + curl examples.
Verify webhook signatures (HMAC-SHA256)
Cryptographically verify that an incoming webhook came from VoxReach.
API rate limits + retry behaviour
What our limits are, how you'll know when you hit them, how to back off properly.
SDK + code samples (Node, Python, PHP, curl)
Copy-paste working code for the most common VoxReach API operations.