Learn Bolka
Everything you need to set up, deploy, and scale Bolka Connect — from voice agents to campaigns, channels, and support desk.
Overview
Dashboard overview and workspace activity
Setup
Domains, knowledge, assets, and voice agents
Custom Domain
Complete guide to connecting, verifying, and managing custom domains in Bolka Connect.
Knowledge Base
Complete guide to creating, managing, and understanding Knowledge Base entries in Bolka Connect.
Agent Assets
Complete guide to uploading, managing, and understanding Agent Assets in Bolka Connect.
Voice AI Agents
Complete guide to creating, managing, testing, and using Voice AI Agents in Bolka Connect.
Channels
Widgets, QR, telephony, WhatsApp, and email
AI Widget
End-to-end guide for configuring, embedding, and using the Voice AI Widget in Bolka Connect.
AI QR Code
End-to-end guide for creating, customizing, previewing, and managing Voice AI QR codes in Bolka Connect.
Telephony
Detailed guide for connecting a telephony provider, configuring credentials, syncing numbers, and using telephony for voice workflows in Bolka Connect.
Comprehensive guide for connecting WhatsApp, selecting a business number, configuring business profile and templates, and operating WhatsApp conversations inside Bolka Connect.
Email Support
Detailed guide for using the Email Triage workspace to manage inboxes, review conversations, triage issues, and reply with AI assistance.
Outreach
Contacts, lists, campaigns, and priority calling
Leads & Contacts
A complete guide to the Contacts workspace in Bolka Connect — the contact list, contact detail pane, and the import and import history flows.
Customer Lists
A complete guide to the Customer Lists workspace in Bolka Connect — uploading, organizing, and preparing audience lists for outreach.
Campaign
A complete guide to the Campaign workspace in Bolka Connect — the campaign list and the 6-step Create Campaign wizard.
Schedule a Run
A complete guide to the Schedule Run workspace in Bolka Connect — scheduling a campaign against your own contact list.
Priority Clients
A complete guide to the Priority Clients workspace in Bolka Connect — reviewing and acting on your most important customer records.
Support Desk
Inbox, tickets, and customer history
Unified Inbox
A complete guide to the Unified Inbox workspace in Bolka Connect — a single inbox for all incoming support tickets across every channel.
Issues & Tickets
A complete guide to the Tickets workspace in Bolka Connect — filtering, reviewing, and resolving customer support tickets with AI Copilot.
Customer History
A complete guide to the Contacts workspace in Bolka Connect — the contact list, contact detail pane, and the import and import history flows.
Analytics
RM dashboards, action points, and analytics
RM Dashboard
Complete guide to using the RM Dashboard in Bolka Connect, including navigation, features, workflows, and analytics.
Action Points
Complete guide to using Action Points in Bolka Connect, including navigation, workflow, status updates, and best practices.
Call Quality Setup
Callback Tracker
Complete guide to using the Callback Tracker in Bolka Connect, including navigation, features, workflows, and management of callbacks.
Callback Tracking Setup
Lead Gen Voice Analytics
A complete guide to the Voice Analytics workspace in Bolka Connect — reviewing AI voice call performance and history.
Support Analytics
A complete guide to the Support Analytics workspace in Bolka Connect — queue health, SLA performance, and team load.
Settings
Account, team, integrations, and workspace settings
Basic Info
Manage your personal profile, language, timezone, and session settings in Bolka Connect.
Reset Password
Change your Bolka Connect account password with live strength validation.
Plans & Billing
Detailed documentation for the Plans & Billing experience in Bolka Connect, including plans, invoices, subscriptions, and usage.
Team
Invite members, assign roles, set reporting lines, and configure workspace mode in Bolka Connect.
Roles & Permissions
Define organization roles and control module-level permissions in Bolka Connect.
Custom Voices
Clone organization-wide AI voices from audio samples for use in agent voice settings.
Calendar Booking
Connect Microsoft 365 so agents can check availability and book meetings during calls.
API Keys
Create and manage scoped API keys for programmatic access to Bolka Connect.
Custom Tools
Define HTTP endpoints that AI agents can call live during conversations in Bolka Connect.
Webhooks
Receive real-time HTTPS notifications for Bolka Connect platform events.
Integrations
Connect third-party services via OAuth and user tools to extend Bolka Connect workflows.
Call Handling
Configure telephony identity, post-call WhatsApp, summary recipients, and live call transfers.
Email Inboxes
Connect company Gmail or Outlook inboxes for AI email triage in Bolka Connect.
Support Settings
Configure support inboxes, agent teams, routing rules, and ticket macros in Bolka Connect.
Best practices
Prompting, testing, and go-live checklists
Resources
FAQ, support, and platform overview
FAQ
Frequently asked questions and practical answers for Bolka Connect users, admins, and support teams.
How Bolka works
An overview of how Bolka Connect brings AI agents, knowledge, channels, support workflows, and analytics together into one platform.
Support
Guide for support operations in Bolka Connect, including inboxes, teams, macros, routing, and ticket workflows.
Security & privacy
Detailed documentation of the security controls and privacy-related behaviors implemented in Bolka Connect.