RITZ Setup Guide

How It Works: Full Setup, Point by Point

Set up your complete AI calling workflow from one dashboard. Configure voice behavior, connect your own APIs, upload business knowledge, and launch with live analytics.

Everything You Can Configure

Define each part of your call system before launch so the AI follows your exact business process.

Agent Personality

Name, tone, greeting, and escalation style.

Voice + Language

Voice model, speed, accent, and multilingual rules.

Knowledge Base

FAQs, policies, pricing, and service documents.

API Keys (BYOK)

Connect your own Twilio, OpenAI, and Deepgram accounts.

Call Routing

Inbound flows, transfer rules, and office hours.

Lead Capture

Collect caller details and outcome tags automatically.

Compliance

Security controls and audit visibility by default.

Analytics Goals

Track conversion, duration, and sentiment trends.

Point-by-Point Launch Flow

Use this exact order to get from setup to production quickly.

1

Create account and workspace

Register your team, choose plan, and set company context so the assistant responds in your brand style.

2

Connect your BYOK providers

Add Twilio, OpenAI, and Deepgram credentials. You keep full ownership of billing and data.

3

Configure behavior and scripts

Set opening lines, objection handling, fallback messages, and human transfer triggers.

4

Upload knowledge and routing

Add files, map intents, connect numbers, and run test scenarios before production.

5

Go live and optimize weekly

Monitor transcripts and outcomes, then tune prompts and knowledge for ongoing improvement.

Ready to Launch Your AI Calling Agent?

Start with the free plan and complete this guided setup to run a production-grade AI voice workflow.