CaptureTel

Your fields

Extra details to keep on each contact. Agents can use them as {{field_name}} in prompts.

Label	Name in prompts	Type	Choices

After each call

Create a contact for every new number that calls or is called Keep a memory note about each caller (Claude rewrites it after every call)

Memory instructions

Write call results to contacts

Copy post-call analysis fields (from any agent) into contact fields.

Analysis field	Contact field	How

Sync with Contacts (one CRM at a time) Pull contacts automatically every 30 minutes Add new callers to the CRM Log each call (summary, outcome, transcript) on the contact

Field mapping

Which CRM fields match which contact fields. Phone number and name are matched automatically. Create extra contact fields under Contacts → Fields & settings.

CRM field	Contact field	Direction

Agent name	Type	Live	Voice	Phone	Edited

Phone

Model Effort Voice Language

Prompt Use {{variable}} for details that change per call. Welcome message The first thing the agent says. Leave blank and the caller speaks first.

Functions & booking

Appointments

Let this agent check availability and book

Calendar

Length (min)

Min notice (min)

Book up to (days)

Calendar ID

Gap between bookings (min)

Opening hours One day per line, e.g. "mon 09:00-12:00, 13:00-17:00". A missing day means closed.

Integration functions

Actions this agent can take in your connected apps during a call. They act on the caller, found by phone number.

Custom functions

Let the agent call your own web services mid-call (look up an order, create a ticket). JSON array of {name, description, url, parameters, speak_during_execution}.

Transfer

Transfer number Lets the agent hand the call to a person. Blank = off.

Transfer type

Ring for (s)

Briefing instructions Claude writes the briefing from these and the conversation. Only the person you transfer to hears it. They press 1 to accept (otherwise the caller comes back to the agent)

Knowledge base

Knowledge bases up to about 10,000 words are given to the agent in full, so it always knows everything in them. Bigger ones are searched before each reply, using the settings below.

No knowledge bases yet.

Passages per reply

Minimum relevance (0–1)

Speech settings

Voice provider

Pause before first words (s)

Speaking speed

Responsiveness

Interruption sensitivity

Realtime transcription

Transcriber Words to listen for Names, products and jargon, separated by commas.

Call settings

Nudge after silence (s)

Hang up after silence (s)

Max call length (min)

Set the nudge to 0 for calls with hold music or phone menus.

Time zone For the date and time the agent knows, and for bookings. Agent can hang up when the conversation is over

Voicemail (outbound phone calls)

If an answering machine picks up

Message

Keypad input

Callers can type on their keypad (account numbers, menu choices)

Send after key

Max digits (0 = any)

Or after a pause (s)

Agent handbook

Ready-made behaviour rules added to the prompt.

Says it's an AI assistant if asked Acknowledges the caller's feelings Stays in scope, never makes things up Repeats key details back to confirm Spells codes with the phonetic alphabet Says numbers, dates and prices naturally Tolerates mis-heard names and words Casual, conversational personality Uses natural filler words ("um", "let me see")

Post-call extraction

Analyse every call when it ends

Always extracted: a summary, caller sentiment and whether the call succeeded. Add your own fields below.

Field name	Type	What to extract	Choices	Req.

Req.: if a required field isn't captured, the call is marked unsuccessful. End a description with "only when …" to make a field conditional.

Webhook settings

Send call events to call_started, call_ended and call_analyzed.

Advanced

Longest reply (tokens)

Agent ID

Call history

Started	Type	Status	Duration	Billed	Response p50	Ended by	Details

Export CSV

Your test service

A private stand-in for your business systems. Point agent functions here while you build and demo; every request and response is logged below. Retell templates that used Retell's demo server are switched here automatically on import.

Function calls received

Time	Function	Result	Details

Sample patients

lookup_patient_record matches member ID + last name (+ date of birth when given). Edit as JSON and save.

Your phone numbers

Number	Answered by

Get a number

API keys

Use these from your own servers: Authorization: Bearer vx_…. Treat them like passwords.

Name	Key	Created	Last used

Sales enquiries

From the website's Contact us page. Set SALES_WEBHOOK_URL in Railway to also get each one in Slack or Zapier. Suspected spam is kept out of this list and never notifies you.

Received	Topic	From	Volume	Message	Status

All accounts (this period)

Account	Plan	Status	Calls	Minutes	Est. charges	Provider cost	Gross margin

Provider costs are estimates from list prices (see voxline/pricing.py).

System check

Checks this server through its public HTTPS address: certificate, database, migrations, encryption key, dashboard and WebSockets. Run it, redeploy, run it again to confirm data persists.

Stripe plans

Creates the Stripe meter, products and prices for the plans (from VOXLINE_PLANS or the defaults) and saves their IDs in the database. Safe to run again after changing prices.

Live key (real charges)

Welcome

Getting started

This billing period

Recent calls