From sign-up to your first AI phone call.

Before you start

You need three things:

• An email address for your Todvob account.
• Basic information about your business: what you sell, prices, delivery or opening hours, common questions.
• For phone calls: a business phone number. Either an office line from a telecom provider (IPTSP), or a mobile number you can set call forwarding on.

1. Create your account

You start on the Free plan, which is enough to build and test. Upgrade under Account → Billing with bKash, Nagad, Rocket or a card when you are ready for real call volume.

2. Build your AI agent

Open Build → AI Agents and choose Create agent. The editor has tabs along the top:

• Overview: a name, a short description and the language: বাংলা, English, or Bangla + English for customers who mix both.
• Instructions: who the agent is, what it should do and what it must not do. Also the welcome message, the first thing callers hear.
• Voice: play the samples and pick the voice that fits your brand. Set the maximum call length and whether callers may interrupt.
• Knowledge: attach the knowledge collections from step 3.
• Deployment: publish a tested version. Phone calls always use the latest published version, so you can keep editing safely.

3. Add your business knowledge

Open Build → Knowledge base, create a collection (for example “FAQ and prices”) and upload TXT, Markdown, PDF or DOCX files. Then attach the collection to your agent on its Knowledge tab and save.

• Write facts the way you would tell a new employee: prices, delivery charges and times, return rules, opening hours, addresses.
• Keep one topic per paragraph. Short, clear sentences work best for voice.
• Update the documents when prices change; the agent uses the new information on the next call.

4. Test before going live

• Channels → Text chatbot: type questions and check the answers and which sources they came from.
• Channels → Voice playground: talk to the agent with your microphone and hear exactly how it sounds on a call.
• Channels → Phone numbers → Test & advanced → Test a phone call in your browser: the full phone experience, with no phone line needed yet.

Test the tricky things: your brand and product names, prices in Taka, phone numbers and addresses. If a word is mispronounced, write it the way it sounds in the knowledge text.

When you are happy, open the agent’s Deployment tab and press Publish.

5. Connect your phone number

Open Channels → Phone numbers and choose Connect a number. The wizard has five steps: Phone → Verify → Connect → Test → Activate. You can leave and return at any time; it resumes where you stopped.

Office phone system (IPTSP)

1. Enter the number and choose Office phone system.
2. On Connect, the dashboard shows the SIP address calls should be sent to. Give it to your telecom provider and ask them to route calls for your number there. If they gave you a server address, username or password, open Advanced and enter them.
3. Press Connect.

Mobile number with call forwarding

1. Enter the number, choose Keep my number, and enter the SMS code you receive.
2. On Connect, Todvob gives you a forwarding number and the dial codes for your operator. For example **21*number# forwards all calls, **61*number# only unanswered calls. ##002# turns forwarding off.

Test and activate

1. On Test, choose the agent that should answer.
2. Press Start real test, call your number from another phone, and repeat the code the AI reads to you. This proves calls reach the AI and that it hears you.
3. Press Activate. From now on, calls to this number are answered by your agent.

Under the number’s settings you can set business hours and a fallback number. Outside hours, or when a caller needs a person, calls go there.

6. Make calls and run campaigns

A single AI call

Under Channels → Phone numbers → Test & advanced → Make an AI call, enter a phone number, pick the agent and the number to call from, and add details such as customer_name: রহিম or amount: 1250 টাকা, one per line. These fill {{customer_name}}-style placeholders in your agent’s instructions and welcome. Press Call now.

Campaigns: many calls

1. Open Channels → Campaigns and create a campaign with a purpose, for example “COD order confirmation”.
2. Upload a CSV file. It needs a phone column; every other column (name, product, amount, address) becomes a placeholder for the agent.
3. Check the settings (retries, calls at once), then press Start calling.
4. Watch the results arrive live: confirmed, cancelled, address change, reschedule, no answer. Export to CSV at any time.

Automatic order confirmation from your shop

In the campaign, copy its order URL and add it in Shopify or WooCommerce as the webhook for “Order created”. Every new order is then called automatically. Add a result webhook to receive each outcome back in your systems; requests are signed with the X-Todvob-Signature header (HMAC-SHA256).

7. Add the website widget

On your agent’s Website tab, switch the widget on, choose its colour, and copy the one-line snippet. It greets visitors with your agent’s welcome message. Paste it into your website just before the closing </body> tag. Visitors can then talk or type to the same agent. Phone numbers they share appear in Results → Leads, with an email alert if you enable it.

8. Follow up on results

• Results → Conversations: every call and chat with the full transcript and outcome.
• Results → Leads: callback requests and interested customers, ready for your team.
• Results → Contacts: the people your agents talk to, including opt-outs.
• Results → Analytics: calls, minutes and outcomes over time.
• Account → Billing: minutes left this month and your plan.

Writing great instructions

• Say who the agent is and who it serves: “You are the phone assistant of Rupkotha Fashion, an online clothing shop in Dhaka.”
• Describe the goal of the call in one sentence, then the steps: confirm the order, check the address, thank the customer.
• Ask for short answers: one or two sentences. Phone conversations feel natural that way.
• State the boundaries: never promise discounts, never give delivery dates that are not in the knowledge, offer a human when unsure.
• Use placeholders for details that change per call: {{customer_name}}, {{product}}, {{amount}}.
• Put facts (prices, policies) in the Knowledge base, not in the instructions, so you update them in one place.

Troubleshooting

Still stuck? Email support@todvob.com with your workspace name, the phone number and the time of the call. A person replies within one business day.