Getting started

Voice AI Portal gives each of your clients a branded portal where they can see what their AI agents handled. You build the agents in ElevenLabs, Retell AI or Vapi. The portal connects to each client’s provider account and shows the results under your brand.

Your agency overview has a setup checklist with five steps. This guide follows the same order, so you can keep it open next to the app.

Before you begin

A Voice AI Portal account. If you do not have one yet, see Create your account. The trial lasts 14 days and needs no card.
For your first client: access to their ElevenLabs, Retell AI or Vapi account, with at least one agent already built there, and permission to create an API key.

Where to find the checklist

New agency, no clients yet: your overview shows a welcome page with the checklist and a short “How it works” panel.
Once you have a client: the checklist sits under Finish setting up on your overview, with a progress bar showing how many steps are done. It stays there until every step is complete.

The step you should do next is highlighted and has its own button. Steps tick themselves off as you complete them in the app.

The five steps

Create your agency account

This step is already done when you first sign in. Your agency, your trial and your owner login are created when you verify your email address.
Connect your first client

Select Add client in the checklist, or go to Clients in the sidebar and select Add client. A six-step wizard asks for the client’s name, their provider and their API key, then lets you choose which agents and phone numbers their portal reports on.

Full walkthrough: Create a client workspace. Provider-specific key steps: Retell AI, Vapi and ElevenLabs.
Give your client access

This step becomes available once your first client is connected. Select Invite client in the checklist, or go to Client users and select Add User. Your client gets a welcome email and signs in with a one-time code from their inbox, so there is no password to set up.

Full walkthrough: Invite a client user.
Brand the portal (optional)

Select Add branding to open Settings, then the White-Label tab. Here you add your custom domain, logos, login page and colours. The step is marked done once you upload a logo, and logo uploads open once your custom domain is verified, so start with the domain.

White label is included on every plan. See Set up a custom domain and Configure your branding.

Sending sign-in codes and invites from your own email address works on every plan. See Configure custom email.
Invite your team (optional)

Select Invite teammate, or go to Team and invite a colleague. Team members join as agency admins and can help manage clients and client users. The step is marked done once your agency has more than one team member.

After setup

See exactly what your client sees: open the client and select View as client in the Agency only box. The preview is read only. See Client portal overview.
Decide whether each client sees a money value next to their staff time. See How staff time handled works.
Learn your way around the dashboard: Agency dashboard overview.
Sell your clients monthly minute plans and see their usage across every agent. See Client billing overview.