MagickVoice Help Center

Learn how to run voice, messaging, and campaigns with MagickVoice

Step-by-step end-user documentation for MagickVoice — an AI voice and messaging platform for placing calls, building phone menus, sending campaigns, and automating follow-ups.

Machine-readable exports: /llms.txt · /llms-full.txt. Every page also has a Markdown version at /docs/<slug>.md.

What's new

2026-07-13 — Weekly release

  • Phone menus: no-input and invalid-input retry paths can now be configured per step, so callers are re-prompted instead of dropped.
  • Campaigns: analytics now surface response trends alongside completion and failure rates.
  • Documentation: this help center now opens on a new home page with product intro and release notes.

2026-07-06 — Weekly release

  • Messaging: message templates support reusable variables that fill in per recipient at send time.
  • Scheduling: editing a recurring schedule now shows a preview of the next upcoming instances before you save.
  • Contacts: catalog detail pages let you run a test query against imported data before using it in a workflow.

2026-06-29 — Weekly release

  • Voice: call detail pages consolidate transcript, outcome, recording, and follow-up actions in one view.
  • Automations: the run drawer now includes step-by-step evidence of what happened during each automation run.
  • Administration: the audit log records who changed a workspace setting and when.

Explore by area

Access

  • Sign in — Sign in to an existing account or create one from the two tabs on the MagickVoice access page.
  • Verify email — Confirm the link sent to your inbox, then ask MagickVoice to recheck the verified account.

Overview

  • Dashboard — Use Dashboard as the workspace home page for credit balance, first-run setup, quick actions, and links into every MagickVoice channel.

Voice

  • Calls — Monitor AI call activity, narrow the list to the records that matter, export it when needed, and start one-off calls.
  • New call — Configure and launch one outbound AI call with the recipient, caller ID, script, quality, recording, and scheduling controls in one guided form.
  • Dialer — Call a phone number directly from the browser by selecting an approved caller ID, entering a full phone number, and acknowledging recording consent when needed.
  • Dialer call history — Review calls that were placed from the browser dialer, filter them by final status or exact number, view AI-generated summaries and transcripts, and open the dialer to make the next call.
  • Call detail — Open a completed AI call or dialer call from Calls to review its delivery facts, recording, AI-generated outcome analysis, and turn-by-turn transcript before deciding on a follow-up.
  • Conversation thread — Use the contextual conversation timeline to understand the most recent customer interaction before continuing a call or message follow-up.
  • Call scripts — Create, reuse, export, edit, and remove the AI call scripts that tell a voice agent what to say and do on the phone.
  • Call transfers — Set up human transfer destinations so an AI agent can hand off a live call to a person when help is needed. Define transfer destinations in a call script, test them before going live, and let the AI decide when escalation is appropriate based on the conversation.
  • Create or edit a call script — Build a new AI call script from a template or blank canvas, or edit an existing one, using the same structured editor of sections for instructions, guardrails, silence handling, languages, integrations, and captured outcomes.
  • SIP Connections — Connect an approved SIP trunk so MagickVoice can place outbound calls through your carrier, using either SIP credentials or an IP allowlist.
  • SIP connection detail — Inspect one SIP connection: its domain and authentication mode, status and usage, the egress IPs to allowlist for IP-whitelist trunks, and the controls to test, edit, or revoke it.

Phone Menus

  • Phone menus — Manage IVR workflows — automated call flows that greet callers, offer press-a-key menus, collect input, route the call, or hand it off to an AI assistant — and open the visual builder to create or change one.
  • Create or edit a phone menu — Build a new IVR workflow from a template or a blank canvas, or edit an existing one, in the same visual builder: a step palette on the left, the call-flow canvas in the middle, the selected step’s settings on the right, and a dock for problems, variables, and a no-cost simulator.
  • Menu activity — Review IVR call sessions — one session per phone call through a workflow — and filter them by status, workflow, phone number, or batch to see how callers moved through your menus.
  • Menu session detail — Inspect a single IVR session, including route choices, timing, and the caller journey.

Automations

  • Automations — Manage post-call follow-up automations — chained actions that send a Telegram, WhatsApp, or email message, or call a webhook, after a call completes, conditional on the call outcome, IVR responses, or analysis results. The same automation can be reused across single calls, bulk dispatches, and schedules.
  • Create or edit an automation — Build or change a follow-up automation in the visual builder: a flow canvas showing the trigger and its action steps, a settings panel on the right for the selected node, and a Dry-run view that previews what would send against sample or real call data. Creating and editing use the same builder — pick a trigger, add conditions, configure one or more channel steps, preview, then save.
  • Automation detail — Review one automation at a glance — its trigger, status, step count, and version — and read its run history for evidence of what happened when it fired. The jump-off point to edit the flow.

Campaigns

  • Voice messages — Create and manage voice messages — a straight recorded or read-aloud message played to people when they answer your call, with no AI conversation. Type a message we read aloud, or upload your own recording, then send it to a list of numbers from the Campaign Composer.
  • Recordings — Upload and manage the audio files that voice messages and phone menus play. Supported formats are MP3, WAV, OGG, and M4A; each file can be reused across multiple voice messages and phone menus.
  • Voice message calls — The older per-call log for voice message campaigns, showing each recipient with its phone number, campaign, status, carrier, duration, and voice. This page is being retired — new voice message campaigns should be sent from the Campaign Composer — but it remains useful for browsing and exporting historical voice message call records.
  • New campaign — Send a group of calls in three steps using the Campaign Composer: choose what happens on the call (a voice message, an AI call, or a phone menu), choose who you are calling, then set the sender number and timing. A running summary on the right shows how many people you are reaching and the estimated cost before you send.
  • All campaigns — Track every group of calls you have sent, newest first. Live tiles show what is happening now and what needs a look; the table lists each campaign with its type, how it started, status, progress, contact count, and created date. Open any campaign for its full per-recipient breakdown, stop queued calls, or retry failed calls.
  • Campaign detail — Inspect one campaign in full: a summary of its type, how it started, people called, and progress; a timeline of created / started / completed; the configuration it ran with; an outcome breakdown of how the calls went; and a per-call table with each recipient's status, duration, sentiment, outcome, and AI summary. Stop remaining queued calls or export the per-call data as a spreadsheet.
  • Campaign analytics — Visualize the performance of your bulk call campaigns across your recent calls. Charts show the distribution of announcements used, call statuses, providers, and call duration over time, so you can spot what is working and improve the next send. Chart sizes are resizable and your layout is saved automatically.

Messaging

  • Messaging connections — Connect and manage the messaging accounts MagickComms sends through — a WhatsApp Business number, a Telegram bot, an email sending domain, or a linked personal WhatsApp number — and monitor each connection's send, delivery, and failure counts.
  • Messaging connection detail — Inspect one messaging connection — its provider settings, live status, and message counts — and complete provider-specific setup such as sharing a Telegram invite link, scanning a WhatsApp Personal QR code, or verifying an email domain.
  • Messaging templates — Review and manage the pre-approved WhatsApp message templates used for outbound messaging, sync approved templates from Meta, or create a new one for approval. Templates can include images, videos, and documents from the media library.
  • Messages — Send and review outbound messages, delivery state, and follow-up message activity.
  • Message detail — Review a single message, including recipient, channel, template, payload, delivery state, and error context.

Scheduling

  • Schedules — View every one-time scheduled campaign — calls and messages set to go out at a future date and time. Schedules are created from the Campaign Composer or the Messages page by choosing "Schedule for Later"; this page lists them with their type, status, and planned time, and lets you open one for contact-level outcomes or cancel it before it runs.
  • Schedule detail — Inspect one scheduled campaign — its timing, recipients, and the content it will send — and, once it has run, the individual contact outcomes and retry history. The place to confirm a scheduled send is set up correctly, or to review how it went.
  • Recurring schedules — Automate outreach with schedules that repeat on a daily, weekly, or monthly cadence with no manual intervention. Each recurrence creates a one-time schedule instance you can track individually; pause a schedule to stop it temporarily, then resume when ready.
  • New recurring schedule — Create a recurring schedule in one form: name it and pick a type (AI Voice, IVR, Static Call, or WhatsApp), set the repeat cadence (daily, weekly, or monthly) with a time and timezone, choose recipients manually or from a contact list, configure the call or message content, and optionally enable retries. The call configuration section changes to match the type you pick.
  • Edit recurring schedule — Update a recurring schedule using the same form as creation — change its name, cadence, recipients, content, or retry settings. Changes apply to future runs only; the schedule type and start date are fixed after creation and cannot be changed here.
  • Recurring schedule detail — Review one recurring schedule at a glance — its status, type, cadence, timezone, start and end dates, retry setting, run counts, last run, and next fire — and read its execution history. The jump-off point to edit, pause, resume, or cancel the schedule.

Contacts

  • Contact lists — Manage imported recipient lists used by campaigns, calls, schedules, and messaging workflows.
  • Contact list detail — Inspect contacts, columns, import status, and row-level details for a recipient list.
  • Catalogs — Manage product or service catalogs that call scripts and automations can reference.
  • Catalog detail — Review catalog entries, test lookup behavior, and confirm catalog readiness for AI workflows.
  • Documents — Manage knowledge documents that can be attached to prompts and used to answer caller questions.
  • Document detail — Inspect a knowledge document, its files, chunks, metadata, and test answers against the uploaded content.
  • Document file detail — Review a specific file inside a knowledge document and inspect its processing or extraction output.

Administration

  • Team — Invite teammates, manage roles, and review team membership.
  • Accounts — Manage account records and billing-related account organization used by the workspace.
  • Credits — Review credit balance, consumption, pricing, and recharge readiness.
  • API keys — Create and manage API keys used by external systems to access MagickVoice APIs.
  • Audit log — Search workspace audit events to understand who changed what and when.
  • Settings — Manage tenant-level settings and workspace configuration.
  • Phone numbers — Manage phone numbers available for calls, campaigns, and sender selection.

Super Admin