Start Here – Your AI Agent Roadmap
Start Here – Your AI Agent Roadmap
🔑 Unlock: Join immediately (0 points) 📌 Overview: Welcome + orientation. How this classroom works. How to earn points and unlock training. 🎯 Goal: Get set up, introduce yourself, and dive in. 📍 Link Placeholder:
0%
Watch our calling software in action
Watch our calling software in action
🔑 Unlock at Level 1 (5 points) 📌 Overview: Step-by-step walkthrough to create your first AI Agent. 🎯 Goal: Connect knowledge base, call flows, and test your first live agent.
0%
Profile Management
Profile Management
Manage your profile, update passwords, and control account access with ease.
0%
Connecting Twilio to Your Dashboard
Connecting Twilio to Your Dashboard
Learn how to set up and manage your Twilio numbers and caller ID inside your Real Agent Results dashboard. This step-by-step training shows you how to connect your Twilio account, add new numbers, and configure caller IDs so your AI agents can operate smoothly. By the end of this module, you’ll have Twilio fully connected and optimized for inbound and outbound calling.
0%
How to Create an AI Agent
How to Create an AI Agent
In this training, you’ll learn how to create and configure your first AI Agent inside the Real Agent Results dashboard. We’ll cover each step — from setting up your agent, choosing templates, uploading scripts, and adjusting settings — so your AI Agent can start handling calls, qualifying leads, and booking appointments right away.
0%
Contact Management
Contact Management
Learn how to manage and organize your contacts inside the Real Agent Results dashboard. This module covers everything from manually adding contacts or uploading CSV files to seamlessly importing data from your CRM. By the end, you’ll know how to keep your database clean, accurate, and ready for AI-powered automation. ✅ Add contacts manually for quick updates ✅ Upload and map CSV files with ease ✅ Sync contacts directly from your CRM
0%
Agent Settings
Agent Settings
Master Agent Settings to fine-tune your AI Agent. Adjust temperature, change voices, and manage features like end call, transfer call, voicemail, and Cal.com scheduling. Explore advanced options such as ending calls on silence and setting max call duration. Gain full control to customize performance for your business.
0%
Test Your Agent
Test Your Agent
This lesson teaches you how to run a test call to confirm your AI agent is functioning correctly before going live. You’ll learn how to check responses, call flow, and troubleshoot issues to guarantee a smooth experience for real customers.
0%
Booking Your First 50 Calendar Appointments
Unlock at Level 2
Booking Your First 50 Calendar Appointments
🔑 Unlock at Level 2 (15 points) 📌 Overview: Learn how to connect your AI Agent into traffic sources and filtering processes so it only books serious prospects into your calendar. 🎯 Goal: Get your first 50 qualified calendar appointments booked by your AI Agent.
0%
1-9 of 9