Product documentation

Build and manage AI voice agents in Heavano.

Use the Heavano app to create agents, add voices and knowledge, connect phone numbers, run outbound batch calls, connect integrations, run tests, review conversations, and manage credits. No API key is required.

Dashboard-first setup

Heavano is configured from app.heavano.com. These docs focus on the product workflow rather than developer API credentials.

01

Getting started

Everything in Heavano is managed from the web app. You do not need an API key to create agents, test them, connect numbers, or review calls.

Open the Heavano app

Go to app.heavano.com and sign in to your workspace. The app is where you create agents, manage voices, upload knowledge, connect phone numbers, and review performance.

  1. 1Open app.heavano.com.
  2. 2Sign in with your Heavano account.
  3. 3Choose your workspace if you belong to more than one team.
  4. 4Use the left navigation to move between Agents, Knowledge Base, Phone Numbers, Conversations, Analytics, Credits, and Settings.

Create your first agent

Agents are the voice AI workers that answer calls, qualify leads, book meetings, support customers, and follow your business rules.

  1. 1In the app, open Agents.
  2. 2Select New agent.
  3. 3Name the agent and choose its primary role.
  4. 4Write the first message callers should hear.
  5. 5Add clear instructions for tone, goals, boundaries, and when to hand off.
  6. 6Save the agent, then use Preview to test it before connecting a live number.
Note: Start narrow. A focused booking, support, or qualification agent is easier to test than one agent trying to handle every workflow on day one.

Start from a template

Templates give you a working starting point for common use cases such as appointment booking, customer support, sales qualification, billing help, multilingual concierge, and technical support.

  1. 1Open Agents, then Templates.
  2. 2Choose the closest template to your use case.
  3. 3Select Use template.
  4. 4Edit the instructions, voice, language, and knowledge before publishing.
02

Agent setup

Each agent has its own instructions, voice, language behavior, knowledge, safety limits, and testing history.

Instructions and call flow

Use the Agent tab to define what the agent should do, how it should speak, what information it should collect, and which situations require a human handoff.

  1. 1Set the system instructions for the agent role.
  2. 2Add the first message and optional closing message.
  3. 3Decide whether the first message can be interrupted.
  4. 4Set the timezone used for bookings and time-sensitive answers.
  5. 5Include escalation rules for refunds, complaints, medical emergencies, legal issues, or low-confidence answers.

Voices

Choose the default voice your agent uses, add alternative voices, and preview how the agent sounds before a caller hears it.

  1. 1Open the agent, then select Voices.
  2. 2Choose a default voice from the library.
  3. 3Preview the voice with sample text.
  4. 4Add extra voices if you want the agent to rotate between approved options.
  5. 5Save the voice settings and test the agent in Preview.

Languages

Set a default language and add supported languages for multilingual calls. Heavano can detect the caller language and respond naturally.

  1. 1Open the agent, then select Languages.
  2. 2Choose the default language.
  3. 3Add any additional languages the agent should support.
  4. 4Test common customer questions in each language before going live.

Knowledge base

Upload the information your agents should use during calls: FAQs, policies, product details, service menus, pricing notes, scripts, and internal guidance.

  1. 1Open Knowledge Base from the app navigation.
  2. 2Create folders to keep content organised.
  3. 3Upload files or add text entries.
  4. 4Wait for items to finish processing.
  5. 5Open the agent Knowledge tab and attach the relevant items.
  6. 6Ask test questions that should be answered from the uploaded material.
Note: Keep knowledge source material direct and current. If two documents disagree, the agent may need a clearer source of truth.

Advanced settings

Advanced settings control call limits, retention, privacy, conversational timing, maximum duration, and other production guardrails.

  1. 1Open the agent Advanced or Security tabs.
  2. 2Set daily and concurrent call limits.
  3. 3Choose whether audio recordings are stored.
  4. 4Set transcript and data retention preferences.
  5. 5Adjust silence timeouts and maximum call duration.
  6. 6Save changes and rerun tests after changing production limits.
03

Go live

Preview the agent, connect a phone number, then monitor real conversations and test results from the same workspace.

Preview calls

Preview lets you talk to an agent live from your browser before any real caller reaches it.

  1. 1Open the agent.
  2. 2Select Preview.
  3. 3Allow microphone access when the browser asks.
  4. 4Speak to the agent as a real customer would.
  5. 5Update instructions, knowledge, voice, or language settings based on the result.

Phone numbers

Assign a phone number when the agent is ready for live calls. You can import numbers from supported providers or manage numbers inside the app.

  1. 1Open Phone Numbers.
  2. 2Add or import the number you want to use.
  3. 3Open the target agent.
  4. 4Select Assign phone number.
  5. 5Choose the number and confirm.
  6. 6Place a real test call before routing customer traffic.
Note: Deleting or unassigning a number stops that number from reaching the agent, so check routing before making changes in production.

Conversations

Conversation history shows calls across your workspace and per agent, including transcripts, summaries, timing, client data, and recordings when enabled.

  1. 1Open Conversations for workspace-wide history.
  2. 2Filter or search for the call you need.
  3. 3Open a conversation to review transcript turns and call details.
  4. 4Use agent-level conversation history when you only want calls for one agent.

Tests

Tests help you check whether an agent follows instructions, answers expected questions, and handles important scenarios before callers do.

  1. 1Open the agent, then select Tests.
  2. 2Create a test case or start from a test template.
  3. 3Run one test or run the full suite.
  4. 4Review pass/fail results and update the agent where needed.
  5. 5Rerun tests after major instruction, knowledge, voice, or language changes.
04

Outbound calling

A batch call has one agent call a list of recipients for you — at the hours you choose, in each recipient’s local time, retrying the ones who don’t answer.

Create a batch call

Calls go out from the phone number assigned to the agent you choose, so connect a number and assign it to that agent before you start.

  1. 1Open Outbound from the app navigation.
  2. 2Select Create batch call.
  3. 3Name the batch.
  4. 4Pick the agent that will make the calls. The number they call from is the one assigned to that agent.

Add recipients

Upload a CSV or add recipients manually. Only a phone number is required, and duplicate numbers are removed automatically.

  1. 1Download the sample CSV to see the columns: phone number, name, city, language, and prompt.
  2. 2Upload your file, or switch to manual entry and add recipients one by one.
  3. 3Use the optional columns to personalise each call — a recipient’s language must be one the agent supports.
  4. 4Add a per-recipient prompt for anything specific to that person, such as a recent renewal.
Note: Numbers on your workspace do-not-call list are blocked as you add them, and checked again right before each call is placed.

Write the brief

The brief tells the agent what this batch is about. It is layered on top of the agent’s own instructions and knowledge, so the agent can still handle off-topic questions.

  1. 1Describe the purpose of the calls and what a good outcome looks like.
  2. 2Attach Knowledge Base items that only matter for this batch, such as an offer sheet or pricing notes.
  3. 3Keep it specific to the batch — the agent’s general behaviour stays in its own instructions.

Hours, pacing and retries

Launch immediately or schedule for later, then control when calls may happen, how fast they go out, and what happens when nobody answers.

  1. 1Choose to launch now or pick a date and time.
  2. 2Set the calling days and hours, in each recipient’s local time zone or one fixed time zone.
  3. 3Set how many calls can run at once, and optionally cap calls per minute.
  4. 4Choose the maximum attempts, the delay between attempts, and which outcomes to retry: no answer, failed, or voicemail.

Launch and monitor

Review the batch, check the estimated cost, and confirm compliance before it goes live. Each recipient’s status then updates as calls are placed.

  1. 1Review every setting on the final step.
  2. 2Confirm you have consent to call these recipients and that the batch complies with the outbound calling rules in their jurisdictions.
  3. 3Select Launch batch call, or Schedule batch call if you chose a later start.
  4. 4Track outcomes — completed, no answer, voicemail, opted out — from the batch’s page in Outbound.
Note: If a recipient asks not to be called again, they are added to your do-not-call list automatically. If your credit runs out, the batch pauses itself — top up in Credits to continue.
05

Integrations

Integrations let an agent act during a call — checking availability, booking appointments, updating CRM records, creating tickets, and looking up orders. Connect an account once, then choose which agents may use it and what each may do.

Connect an account

Accounts are connected once for the whole workspace. Depending on the service, you sign in with OAuth or paste an API key.

  1. 1Open Integrations from the app navigation.
  2. 2Select Add integration.
  3. 3Choose the service and follow its connection steps.
  4. 4Confirm the account shows as connected.
Note: Credentials are stored encrypted on Heavano’s servers and are never sent to your browser.

Attach it to an agent

A connected account does nothing until you attach it to an agent and allow specific actions.

  1. 1Open the agent, then select its Integrations tab.
  2. 2Select Attach an integration and choose a connected account.
  3. 3Configure it for this agent — for example, which calendar or appointment type it books into.
  4. 4Under Allow this agent to, tick only the actions this agent needs.
  5. 5Test the agent in Preview before routing real callers to it.
Note: An action that is not ticked is never offered to the agent, and every action is re-checked on the server before it runs.

Available services

Each kind of service gives the agent its own set of actions during a call.

  1. 1Scheduling — Google Calendar, Calendly, and Cal.com: check open slots, book, find a caller’s bookings, and cancel.
  2. 2CRM — Salesforce, HubSpot, and Airtable: find a record, create a contact, update details, and log a call note.
  3. 3Help desk — Zendesk and Intercom: look up tickets, open a ticket, add to a ticket, and search help articles.
  4. 4Store — Shopify: find the shopper, check order status and details, and check a product’s price and stock.
06

Workspace

Workspace tools help you track performance, manage spend, keep account settings current, and get help from the Heavano team.

Analytics

Analytics shows call volume, minutes, spend, cost by agent, performance trends, and success-rate signals over time.

  1. 1Open Analytics.
  2. 2Choose the date range you want to inspect.
  3. 3Compare spend, calls, minutes, and average cost per call.
  4. 4Use the agent table to find agents that need tuning.

Credits and billing

Heavano uses credits for usage. The Credits page shows balance, top-ups, transaction history, usage, and referral rewards where available.

  1. 1Open Credits.
  2. 2Review your current balance.
  3. 3Choose a top-up amount when you need more credits.
  4. 4Complete checkout through the hosted payment page.
  5. 5Return to Heavano and confirm the balance has updated.

Settings

Settings contains profile, theme, workspace, referral, and account-level preferences.

  1. 1Open Settings.
  2. 2Update your profile details if needed.
  3. 3Check workspace information before inviting teammates or changing billing ownership.
  4. 4Use the referral area if your workspace has referral features enabled.

Support

If you need help with a setup, phone number, agent behaviour, billing, or a production rollout, contact the Heavano team from the website.

  1. 1Use the Contact page for demos, onboarding, and implementation questions.
  2. 2Include the workspace name, agent name, and call time when asking about a specific issue.
  3. 3For production launches, test the agent, number routing, knowledge, and escalation path before sending live traffic.

Frequently asked questions

Do I need an API key to build a Heavano agent?

No. Everything in Heavano is managed from the web app at app.heavano.com. You do not need an API key to create agents, test them, connect numbers, or review calls.

How do I create my first voice agent?

In the app, open Agents and select New agent. Name the agent and choose its primary role, write the first message callers should hear, then add clear instructions for tone, goals, boundaries, and when to hand off. Save the agent and use Preview to test it before connecting a live number.

How do I test an agent before real callers reach it?

Preview lets you talk to an agent live from your browser before any real caller reaches it — open the agent, select Preview, allow microphone access, and speak to it as a customer would. Tests go further, checking whether the agent follows instructions, answers expected questions, and handles important scenarios; rerun them after major instruction, knowledge, voice, or language changes.

How do I connect a phone number to an agent?

Open Phone Numbers and add or import the number you want to use, then open the target agent, select Assign phone number, choose the number, and confirm. Place a real test call before routing customer traffic.

Can one agent handle calls in more than one language?

Yes. Open the agent, select Languages, choose the default language, and add any additional languages the agent should support. Heavano can detect the caller language and respond naturally. Test common customer questions in each language before going live.

Where do I find call transcripts and recordings?

Conversation history shows calls across your workspace and per agent, including transcripts, summaries, timing, client data, and recordings when enabled. Open Conversations for workspace-wide history, then filter or search for the call you need.

How does billing work in the Heavano app?

Heavano uses credits for usage. The Credits page shows balance, top-ups, transaction history, usage, and referral rewards where available. Open Credits to review your balance, choose a top-up amount, and complete checkout through the hosted payment page.

Can a Heavano agent make outbound calls?

Yes. Open Outbound and select Create batch call, choose the agent, then upload a CSV or add recipients manually — only a phone number is required. Write a brief for the batch, set the calling hours in each recipient’s local time, the pacing, and the retry rules, then confirm compliance and launch. Numbers on your do-not-call list are skipped, and anyone who asks not to be called again is added to it automatically.

Which integrations can an agent use during a call?

Agents can use Google Calendar, Calendly, and Cal.com to check availability and book or cancel appointments; Salesforce, HubSpot, and Airtable to find, create, and update records and log call notes; Zendesk and Intercom to look up and create tickets and search help articles; and Shopify to look up shoppers, orders, and product stock. Connect the account under Integrations, then attach it to an agent and tick the actions it may take.

Ready to build your agent?

Open the Heavano app, create an agent, test it in Preview, then connect a number when it is ready for real callers.