Onboarding

First purchase a plan in Billing, then get a phone number (Request KYC or connect Twilio) so you can place calls.

Module guide

Onboarding

First purchase a plan in Billing, then get a phone number (Request KYC or connect Twilio) so you can place calls.

Open in app

Onboarding path

Do these in order. Without a plan/wallet and a number, agents and campaigns cannot go live.

1 — Purchase / activate a plan in Billing (wallet credit)
2 — Add a phone number — Request a Number (KYC) or Connect Twilio
3 — Assign an Agent, add Knowledge base, then Test call

Tip: KYC number approval takes 1–2 business days — not within 24 hours. Twilio is instant if you already have a Twilio account.

Step 1 — Purchase a plan (Billing)

Open Billing in the app sidebar. Buy or activate a commitment (e.g. Startee or Pro). You get wallet credit for the plan period; usage (AI minutes, IVR, web call, number rental) is deducted from the wallet in real time.

Check Active Commitment — plan name, wallet credit, start/expiry
Review What you're charged — AI ₹5/min, Emotion/Pro ₹6/min, IVR ₹2/min, Web ₹4/min, number rental ₹299/mo, etc.
Use + Add Money or Bank Transfer if the wallet is low
Turn Autopay On so monthly number rental renews from the wallet

Tip: GST may appear on the plan payment (e.g. ₹3,000 + GST). Complete Settings → Billing details (state, district, GSTIN) for correct invoices.

Billing page with Active Commitment, usage rates, and Wallet — Step 1 — Billing: purchase/activate plan, see rates, top up wallet. Same screen as /docs/billing.

Step 2 — Add a phone number

Open Phone numbers → + Add a Number. Choose one path:

Request a Number — we provision an Indian number (KYC, 1–2 business days)
Connect a Twilio Number — bring your Twilio Account SID + Auth Token (instant, billed on Twilio)

Phone Numbers overview with My Numbers and Test outbound call — Step 2a — Phone Numbers home (same as /docs/phone-numbers). After you have a number, assign an agent and use Test outbound call.

Add a phone number modal with Request a Number and Connect Twilio — Step 2b — + Add a Number: Request a Number or Connect a Twilio Number.

Option A — Request a Number (KYC)

Upload Registration Certificate (COI or Udyam) and Tax Proof (GST or PAN). Submit Request, then track Pending Requests / My Requests. Expect 1–2 business days — waiting only 24 hours is too early.

PDF, JPG, PNG — max 10 MB per file
If you lack certificates, use official gov portals (MCA, Udyam, GST, PAN) — see Phone numbers guide
After Active, open Configure and assign an Agent

Tip: Still pending after 2 business days? Email support@rabbitcalls.com with your request date and docs uploaded.

Request a Phone Number KYC upload for COI/Udyam and GST/PAN — Option A — KYC upload (same screen as Phone numbers guide). Approval: 1–2 business days.

Option B — Connect Twilio

From Add a Number → Connect a Twilio Number. Paste Account SID (AC…) and Auth Token from Twilio Console → Connect & Verify. Billing for that number stays on Twilio.

Twilio Console — Account SID & Auth Token

Connect a Twilio number modal with Account SID and Auth Token — Option B — Twilio connect (same screen as Phone numbers guide).

Step 3 — Go live checklist

With plan + Active number in place, finish product setup:

Knowledge base — upload FAQs/docs and wait for Indexed
Agents — create/deploy agent, attach KB, enable booking if needed
Phone numbers → Configure — assign the agent
Test outbound call on Phone numbers (or Web call / Test call on Agents)
Optional: Audience → Campaigns for outbound at scale

Tip: Dashboard zeros are normal until the first successful call after this onboarding path.