From Form Submission to First Call: Your telli Onboarding Journey

Last updated: June 13, 2025

Welcome to telli! This article walks you through everything that happens between submitting the onboarding form and placing your very first AI-powered call.

Who this guide is for:

  • New customers who have just purchased a telli subscription.

  • Project owners responsible for rolling out AI voice agents in their organisation.

  • Technical leads who need to understand the initial configuration process.

Onboarding timeline overview

Phase

What happens

Typical duration

1. Submit onboarding form

You tell us about your use-case, success metrics and provide a script

10 minutes

2. Account provisioning

The telli team creates your account, agent, and dials in technical settings

≤ 1 business day

3. “Welcome”

You receive login credentials and a link to the dashboard

Immediate after provisioning

4. First login & test call

Verify settings, then place a test call from the dashboard by creating a test contact

10–15 minutes

5. Go live

Start real outbound campaigns or transfer calls for inbound

Your schedule

Step-by-step instructions

1 — Complete the onboarding form & schedule the onboarding

  1. Open onboarding.telli.com.

  2. Provide the required details

  3. Click Submit. You’ll see a confirmation screen.

  4. Onboarding happens

2 — Wait for the account credentials

You’ll receive “Your telli account is ready” message from telli

It contains:

  • A secure one-time login link (valid for 24h)

  • Your account and first version of the agent

  • Any custom settings our team configured for you

3 — Sign in to the app

  1. Open the login link or go to app.telli.com/login and enter the login credentials

  2. The dashboard loads with your first metrics highlighted.

4 — Verify key settings

  • Opening Windows

  • Agent Persona Name

  • Agent Language & Voice

  • Auto-Dialer Activated

  • Recording Settings

5 — Place a quick test call

  1. Create a contact within the app

  2. Click Call ➔ to trigger a call

  3. Listen for agent greeting, then confirm call quality and latency.

If the call doesn’t connect, see the Testing Guide.

First-login checklist

  • Dashboard loads without errors

  • First agent appears under "Agents"

  • You can play back test-call audio and view the transcript within the call history tab

Tick everything off? You’re ready to roll!

Next steps

  1. Integrate telli with your CRM or webhook endpoint (see docs.telli.com)

  2. Start first production calls

  3. Explore Dashboard to track agent performance

  4. Provide feedback to improve the agent

I never got the provisioning message.

Check spam/junk. Still missing? Email [email protected] with your company name and onboarding-form timestamp.

My test call fails with “number not allowed.”

Make sure the number you dial is in an allowed country and matches your compliance settings. Contact support to enable additional regions.

Can I change the voice later?

Absolutely. Go to Agents > Voices and select from the available options.

Still need help?

Reach out via chat (bottom-right of the dashboard) or email [email protected] — we’re here to help.