Help Center
How Can We Help You?
Video tutorials, visual guides, and documentation for WOCOM AI, Cloud PBX, and SIP Trunk services.
📊 Dashboard
Your command center — the first page after login. Real-time stats, recent calls, and quick actions.
📈 Call Metrics
Four stat cards showing total calls, messages taken, transfers, and appointments for your current billing cycle. Updates in real-time.
⏱️ Minutes Ring
Circular chart showing minutes used vs. plan limit with exact numbers inside. Color coding helps you spot usage issues at a glance.
📋 Recent Calls
Last 5 calls with caller name, number, and color-coded outcome badge. Click any row to jump to the full call transcript.
✅ Setup Checklist
5-step progress tracker: Business Profile → AI Agent → Team Members → Knowledge Base → Go Live. Green checks for completed steps.
⚙️ Agent Settings
Configure your AI's identity, business profile, and conversation behavior. This page uses tabs to organize different settings.
Business Profile
Business Profile Tab
Enter company name, website, address, and a detailed business overview. Your AI uses this to answer "What does your company do?" and similar questions.
Voice & Greeting Tab
Select one of 6 AI voices and write the greeting script callers hear first. Also set an after-hours greeting (see below).
Business Hours Tab
Set open/close times for each day. The AI automatically switches between regular and after-hours greetings.
FAQs Tab
Add common question-and-answer pairs. The AI matches caller questions to your FAQs for instant answers.
Training Tab
Additional training text the AI can reference. For more structured data, use the dedicated Knowledge Base page.
🎤 Voice & Greeting
Choose how your AI sounds and what it says when answering. Located in the "Voice & Greeting" tab of Agent Settings.
🎤 Choosing a Voice
Your AI comes with 6 professional voices. Click any card to preview, then save.
- Nova — Female, warm & professional (recommended)
- Shimmer — Female, soft & gentle
- Echo — Male, deep & confident
- Onyx — Male, authoritative
- Alloy — Neutral, balanced
- Fable — Neutral, conversational
👋 Greeting Script
The first thing callers hear. Include three key elements:
- Company name — so callers know they reached the right place
- AI's name — makes the interaction feel personal
- Offer to help — opens the conversation naturally
🕐 Business Hours
Set when you're open. The AI automatically switches between regular and after-hours greetings.
📚 Knowledge Base
Train your AI with specific company details. The more you add, the smarter it gets. Located at Portal → Knowledge Base.
Click "+ Add Document"
Opens the form with Title, Category dropdown, and Content textarea with live character counter.
Enter a descriptive Title
"Our Services", "Pricing", "Return Policy" — helps you organize and helps the AI understand context.
Choose a Category
General, Services, FAQ, Policies, Pricing, or Hours. The AI uses this to match caller questions more accurately.
Write detailed content
Include specific prices, exact hours, real service names, addresses. The AI can only answer based on what you provide. Watch the character counter.
Save & manage
Entry appears in the list with a usage bar. Edit or delete anytime. To add more, delete an existing entry first if you're at 4/4.
💰 Inventory & Prices
Feed your product catalog, services list, or pricing data to the AI so it can answer pricing questions accurately. Available on the Max plan.
📗 Google Sheets
Paste your Google Sheet URL. Share it as "Anyone with the link → Viewer." Data auto-syncs every 5 minutes. Best for frequently changing menus, price lists, and inventory.
📄 Excel / CSV Upload
Upload a .csv or .xlsx file with header row + data rows. Your AI reads the column names automatically. Must re-upload manually when prices change.
🗄️ Database Connection
Connect to your MySQL, PostgreSQL, or REST API. Live real-time data — ideal for POS systems and inventory management.
🔒 Max Plan Only
Inventory & Pricing is available on the Max plan. Starter and Pro users can view the page but will see an upgrade prompt. View plans →
Choose a data source
Pick Google Sheets (recommended), file upload, or database. Only one source can be active at a time.
Connect or upload
For Sheets: paste the URL and click Connect. For upload: drag a CSV/XLSX file. For database: enter connection credentials.
Verify data loaded
The "Current Data Source" card shows row count, column count, and last sync time. Click "Sync Now" to force an immediate refresh.
AI starts answering
Your AI immediately uses the pricing data on the next call. It reads all columns — Brand, Model, Price, Category, etc. — and matches them to caller questions.
📅 Appointments
Let your AI receptionist book appointments for callers. Configure appointment types, availability hours, and calendar sync. Set up via Admin panel.
📅 Appointment Types
Define different appointment categories — consultation, site survey, follow-up, etc. Each type has a name, duration (15-120 min), and description the AI reads to callers.
🕐 Availability Hours
Set available hours per day of the week (e.g., Mon-Fri 9 AM - 5 PM). The AI only offers time slots within these windows and respects buffer time between bookings.
📞 How It Works on a Call
Caller asks to book → AI asks for type & date → checks slots → confirms date/time → collects name & phone → books. All at a conversational pace, one question at a time.
📧 Notifications
After booking, both the client and the caller receive confirmation. If Google Calendar is connected, the appointment appears as a calendar event with full details.
📞 Sample Appointment Call
👥 Team & Transfers
Add people who receive transferred calls and configure routing. Located at Portal → Team & Transfers.
📞 Warm vs Cold Transfer
Each team member has their own transfer mode. Choose based on their phone type and availability.
🔗 Integrations
Connect external services like Google Calendar so your AI can book appointments directly to your calendar. Located at Portal → Integrations.
📅 Google Calendar
Click "Connect" and sign in with your Google account. Appointments booked by the AI appear as calendar events with caller name, reason, and appointment type.
📧 Outlook Calendar
Sign in with your Microsoft account. Works with Outlook.com, Office 365, and Microsoft 365 calendars. Same booking behavior as Google Calendar.
🕐 Calendly
Connect your Calendly account to use Calendly's scheduling links for appointment booking.
🔓 OAuth Security
All connections use secure OAuth — WOCOM never sees your password. You can disconnect anytime, which immediately revokes access.
📋 Call History
Every call is logged with full details, AI-generated summary, and conversation transcript.
| Caller | Number | Outcome | Duration | Date |
|---|---|---|---|---|
| John Smith | (876) 555-1234 | Message | 2:34 | Feb 28, 3:15 PM |
| Sarah Jones | (876) 555-5678 | Transfer | 4:12 | Feb 28, 2:45 PM |
| Mike Brown | (876) 555-9012 | Appt | 3:48 | Feb 28, 1:20 PM |
| Lisa Chen | (876) 555-3456 | Completed | 1:15 | Feb 28, 11:05 AM |
💬 Transcripts
Click any call to see the full AI–caller conversation in chat-bubble format. AI messages on one side, caller on the other.
📝 AI Summary
Auto-generated summary: who called, what they needed, what action was taken, and any follow-up required.
🏷️ Outcome Badges
Message — left a message. Transfer — connected to team member. Appt — booking made. Completed — handled fully by AI.
📧 Email Alerts
After each call, team members receive an HTML email with caller details, transcript, and summary. SMS alerts also sent if enabled.
💳 Plans & Billing
View your subscription, track usage, and manage account cancellation/reactivation.
📊 Plan Info
Shows plan name, minutes included, your DID phone number, and billing cycle dates. WOCOM AI uses 28-day billing cycles from signup.
📈 Usage Bar
Visual progress showing used vs. available minutes. Color shifts: purple (normal) → yellow (80%) → red (90%+).
🔄 Cancel / Reactivate
Cancellation is not immediate — service runs until end of billing cycle with a countdown banner. A green "Reactivate" button appears to undo it.
👤 My Account
Your profile and contact details for billing, notifications, and support.