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Documentation Index

Fetch the complete documentation index at: https://docs.vorel.ai/llms.txt

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This walks you through the tenant onboarding flow. Most of it happens with our operator team during your kickoff call — this page is so you know what to expect and what we’ll need from you.
Vorel is invite-only. To start, book a demo. Once your tenant is provisioned, your operator runs through these steps with you on a 1-hour call.

What we need from you before the call

1

Business basics

Business name (English + Arabic if you want bilingual), preferred URL slug (e.g. acme-clinic), country code, timezone, and default language (ar or en).
2

Your vertical

One of: real estate, salon, clinic, restaurant, auto service, generic SMB. This drives the agent’s default tone, suggested attribute keys for your offerings, and built-in safety phrases.
3

Primary contact

Email of the person on your team who’ll have the operator role inside Vorel. They’ll receive an invite via Clerk.
4

CRM (if you use one)

Which CRM, and either (a) the credentials we’ll connect via OAuth on the call (HubSpot, Salesforce, Zoho), or (b) the API credentials your team will provide for form-based connections (Mindbody, Tekmetric, Athenahealth, Odoo, custom webhook).
5

Voice number preference

Either we provision a Telnyx UAE number from our pool (fastest), or we work with you on porting your existing number (longer; ~2-4 weeks).
6

Special requirements

Anything you’ve already decided about how the agent should behave: phrases it must never use, your business hours and holidays, how you want escalations handled (Slack channel? email? phone number?).

What happens on the kickoff call

Your Vorel operator walks through these 10 steps live with you. Total time: 1-2 hours.

Step 1 — Create your tenant

Your operator creates your Vorel tenant via our admin console. The vertical pack you picked seeds your persona, suggested attributes, and handoff rules.
A Telnyx UAE number from the pool is bound to your tenant. Calls to it route to Vorel’s voice infrastructure.
Your operator walks you through the agent’s name, tone, signature phrases, forbidden phrases, working hours (with timezone), and what triggers a human handoff.
If you have specific brand-voice rules, want to disable specific tools (e.g. CRM-write if your CRM is read-only), or want a stricter set of forbidden phrases, your operator configures them here.
OAuth flow or form-based credential entry depending on your CRM. We test the connection live; if it doesn’t work, we troubleshoot together.
For voice tenants, your operator captures your Telnyx DID rental cost from the most recent invoice so your monthly cost rollup is accurate.
Your primary contact gets a Clerk invite to your tenant org. They sign in, accept, and land on /inbox with the role you picked (admin / agent / viewer).
If you plan to integrate Vorel programmatically (n8n workflows, custom dashboards, mobile app), your team member issues their own API key from /(dashboard)/settings/integrations/api-keys and pastes it into their integration tool.
Your operator calls your number. The agent should answer, qualify, and either book or escalate per your rules. We verify the call lands in /inbox + the lead lands in your CRM. Repeat for chat if you’ve connected WhatsApp.
Your operator stamps the “live” gate. From this moment, your team’s /inbox shows real customer traffic.

After the kickoff call

Day 2 — first day of conversations

Check /(dashboard)/analytics — QA scores in expected range? Hallucination flags clean? Handoff rate looks normal? Anything weird, ping your operator.

Day 7 — first week of traffic

Your operator schedules a check-in. Adjust prompts, tighten rules, refine handoffs based on what real customers asked.

Day 30 — first month

Cost rollup is fully populated. Your operator reconciles vendor invoices and sends you the first month’s invoice (until our Stripe billing model lands).

Ongoing

Operator-driven changes any time. The platform evolves with new vertical packs, new CRM drivers, and new product features — see the changelog.

What you do day-to-day

After Day 1 you mostly just live in app.vorel.ai/inbox:
  • Pick up escalations when the agent hands off a conversation (your handoff rules dictate when).
  • Reply manually when you want to take over a conversation entirely (your team-member role determines whether you can).
  • Watch the analytics weekly to see how the agent is performing.
  • Tell your operator when you want adjustments, new features, or have new requirements.
For the developer-facing surface, see API Reference.