Alta

This guide walks you through how to set up the call flow when creating call campaigns with Alex, your AI Calling Agent.

How to Configure the Call flow

Once you add a Call step inside your campaign touchpoints, you can configure how Alex (your AI calling agent) behaves during the conversation. This guide explains each configuration option and…

How to Configure Call Settings in Alta

Call dispositions allow you to categorize the outcome of each call based on how the prospect responds. This helps with tracking, reporting, and automating next steps in your workflow.

How to Create Call Dispositions in Alta

Use Alta's built-in Test Call to dry-run a voice assistant before launching — either as a browser web call or a real phone dial — with sample values for your…

How to test your voice assistant in Alta (Web Call and Phone Call)

Sharon Drelevich

Katie Supporté

A step-by-step guide to launching calls with Alex (AI Calling Agent)

How to Create Call in Alta

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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