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Voice Portal overview

imatic Voice Portal (portal.imatic.ai) is where your organization builds, deploys and manages AI voice-calling agents. You create agents that answer inbound calls and run outbound campaigns, then wire them to your contacts, knowledge bases and tools — all from one workspace. This page explains what the Portal is, who signs in, and how the documentation is laid out so you can find the right page fast.

What the Portal does​

A Voice Portal account gives your team everything needed to run AI phone calls end to end:

  • Build agents — design an AI voice agent's personality, voice, language model and behavior in a tabbed builder.
  • Make and take calls — run smart outbound campaigns and handle inbound calls, with live consoles and metrics.
  • Manage people and data — keep contacts, leads and callbacks in a built-in CRM, and ground agents in your own documents.
  • Review everything — every call is logged with a recording, transcript, AI summary and sentiment.
  • Control cost and access — prepaid wallet billing, team roles, and compliance settings for recording and retention.

Who it's for​

The Portal is built for organizations, not individual consumers. When someone signs up, the Portal creates an organization and makes that first person its administrator. Everyone else joins by invitation. This means your agents, contacts, campaigns and call data live inside one shared organization that your team manages together.

If you are setting up an account for the first time, start with Organization login to understand signup, invitations and roles.

The three-tier model​

Work in the Portal is organized in three nested levels:

  1. Organization — your company's account. It owns billing, team members, compliance settings and everything below.
  2. Projects — groups inside the organization that bundle related agents, campaigns and contacts. A project carries its own timezone and locale and its own user assignments, so teams can work in parallel without stepping on each other.
  3. Agents — the AI voice agents themselves. Each agent belongs to a project and has its own voice, model, prompt and tools.
tip

Think Organization → Projects → Agents. Set up your projects early so campaigns and contacts land in the right place from day one.

Roles at a glance​

Four roles control who can see and change what:

  • super_admin — platform-level administration (imatic operators).
  • org_admin — owns the organization: billing, team, compliance and all projects.
  • project_manager — manages the projects they are assigned to.
  • normal_user — view and limited actions.

Full capabilities are in Organization login.

How this section is organized​

The Voice Portal docs follow the order you'll actually use the product.

Get set up​

  • Organization login — signup, accept an invite, sign in, and how roles and projects work.
  • Dashboard — your organization's activity at a glance after you sign in.

Build an agent​

The agent builder is split into tabs, with one documentation page per tab:

  • Agents overview — what an agent is and how the eleven-tab builder is organized.
  • Create your first agent — the full path from create to publish.
  • Language model (LLM) — voice pipeline mode, LLM provider and model, parameters, fallback and RAG.
  • Voice & audio — multi-provider speech-to-text and text-to-speech settings.
  • Conversation behavior — barge-in, VAD padding, response delay, silence handling and filler words.
  • Calling & telephony — inbound/outbound, max duration, auto-hangup, numbers and webhooks.
  • Knowledge & RAG — ground answers in your documents (configured on the LLM tab).
  • Tools & MCP — give the agent functions, connect MCP servers and build call-flow workflows.
  • Workflow Builder — design the agent's multi-step call flow visually, with intents, questions, conditions and tool calls.
  • Guardrails & compliance — prohibited topics, PII redaction, compliance modes, data collection and post-call analysis.

Run, manage and review​

  • Campaigns — smart outbound dialer with live console and funnel.
  • Contacts — CRM for leads, callbacks, bulk upload and scoring.
  • CRM integrations — sync contacts and call outcomes with Zoho, Salesforce, HubSpot and 20+ connectors.
  • Call logs & analytics — records, recordings, transcripts, summaries and trends.
  • Knowledge base — upload documents and tune RAG search.
  • Voice Lab — clone voices and assign them to agents.
  • Channels — reach people on WhatsApp, Telegram, Messenger and an embeddable web widget.

Account and operations​

  • Phone numbers — buy numbers and assign them for inbound and outbound calls.
  • Settings — provider credentials (LLM/STT/TTS keys), integrations and account preferences.
  • Billing — plan, wallet, usage and payment methods.
  • Workplace & team — account info, team members, compliance and invoices.

Next steps​