Using the dashboard

Run VoicEra from your browser — no terminal, no code.

This is the no-terminal path. Everything here is done by clicking buttons in the dashboard: creating an agent, testing it, adding a phone number, running a campaign, uploading documents.

If you are the one setting VoicEra up for the first time, that one-time step still needs a terminal — see Install and run. Once it’s running, hand the web address to whoever will use it day to day and start here instead.

What you need before you start

Someone technical needs to have:

1. Started VoicEra (see Install and run).
2. Given you the dashboard’s web address — usually something like http://localhost:3000 for a local install, or a company URL for a shared one.
3. Told you the AI providers already connected — or given you the API keys to connect your own (covered in Sign up and get set up).

If you have all three, open that address in a browser and start with Sign up and get set up.

The five things you’ll learn to do

Page	What you’ll be able to do
Sign up and get set up	Create your account and connect the AI services your agent will use.
Create your first agent	Build a phone agent by answering questions in a step-by-step wizard — no config files.
Test and call with your agent	Talk to your agent from your browser, then give it a real phone number.
Run a calling campaign	Upload a list of phone numbers and have your agent call all of them.
Everyday tasks	Upload documents your agent can answer from, check call history, invite teammates.

If something isn’t working

Every page below ends with a short “if this doesn’t work” section. For anything else, see Common problems or ask whoever manages your VoicEra installation — they have access to logs you don’t.