Help Center

CallBotAgent panel guides — from first launch through day-to-day work with orders, calls, and billing. Articles describe how the system actually works; if something in the panel looks different from the documentation, let us know.

Dashboard after login — starting point for the Help Center (daily KPIs, trends, and live activity).

Table of contents

🚀 1. Getting started

• Getting started — overview
• Onboarding wizard step by step — 8 steps: from business details to launch
• Store readiness and go-live

🔗 2. Store and connectors

• Store connection — overview
• Shopify: connection and operations
• PrestaShop: assisted mode and module
• Custom store / API connector
• Connector readiness blockers

📦 3. Orders

• Orders — overview ⭐ full chapter with screenshots
• Statuses and order lifecycle
• Filters, search, export
• Repurchase intents

📞 4. Calls

• Calls and outcomes — overview
• Reports, transcripts, summaries
• Attempt history and dispositions

🛍️ 5. Products

• Product catalog — overview
• Variants, availability, archiving
• Rules: replacement, upsell, cross-sell

👥 6. Customers

• Customer database — overview
• Consents, contact rights, customer DNC

📊 7. Analytics

• Analytics — overview
• KPI definitions (source, denominator, freshness)

🌍 8. Languages, countries, categories

• Localization — overview
• Languages and voice configuration
• Countries, time zones, markets
• Categories and industries

⏰ 9. Calling rules

• Calling rules — overview
• Hours, calling days, quiet hours
• Retries and DNC list

☎️ 10. Telephony

• SIP and number configuration

💳 11. Billing

• Billing — overview
• Credits: usage and top-ups
• Plans, subscriptions, invoices

🔒 12. Privacy and GDPR

• GDPR and privacy — overview
• Data retention and deletion

⚙️ 13. Settings

• Account and store settings

🛡️ 14. Fraud protection

• Fraud protection

🧰 15. Troubleshooting

• Common issues
• Why didn't the call happen?
• Webhook not delivered

For developers: API and Integrations.