Quickstart: Launch Your First AI Voice Agent

Welcome to BlueSales

BlueSales lets you deploy AI-powered voice agents — called Blues — that handle real phone calls for your business. A Blue can answer inbound calls like a receptionist, or dial outbound leads like a sales rep. This guide walks you through launching your first one.

You don't need to write code or configure anything technical. If you've filled out an online form before, you can do this.

Step 1 — Create Your Account

Sign up at bluesales.ai. You can use Google, Microsoft, or email. Once you're in, you'll land on your Dashboard — this is your control center.

Step 2 — Build Your Business Profile

Before creating a Blue, BlueSales needs to understand your business so your agent can represent it accurately.

Go to Dashboard → Business Settings and fill in:

Business name and industry

Hours of operation

Location (city/country)

A short description of what you do

Your Blue reads this profile on every call. The more complete it is, the more naturally your agent will speak about your business.

Tip for technical users: Business profiles are stored per-user and referenced by business_profile_id on each Blue. You can also create and update profiles via the BlueSales REST API.

Step 3 — Add a Brain (Optional but Recommended)

A Brain is a knowledge base your Blue uses to answer specific questions — pricing, policies, FAQs, product details. Without one, your Blue relies only on your Business Profile.

Go to Dashboard → Brains → New Brain, then:

Give it a name (e.g. "Main FAQ")

Upload documents, paste in text, or add a website URL

Save — BlueSales processes and indexes the content automatically

You'll attach this Brain to your Blue in the next step.

Technical note: Brain content is embedded using OpenAI text-embedding-3-small and stored in a vector index. During calls, relevant chunks are retrieved via semantic similarity search and injected into the agent's context.

Step 4 — Get a Phone Number

Your Blue needs a phone number to make or receive calls.

Go to Dashboard → Phone Numbers → Get a Number:

Search by area code or city

Click Purchase — the number is provisioned instantly via Twilio and registered with our voice infrastructure

Already have a Twilio number? Click Import your own number instead and enter it in E.164 format (e.g. +14155551234).

Step 5 — Create Your Blue

Go to Dashboard → Blues and choose your agent type:

Inbound (answers calls coming in):

Receptionist — greets callers, answers questions, takes messages

Front Desk — routes calls, handles bookings

Hotline — focused support or info line

Concierge — high-touch, personalized assistance

Outbound (makes calls):

Sales — pitches, qualifies, follows up with leads

Appointment Booking — schedules directly into your calendar

Custom Campaign — flexible outbound for any use case

The setup wizard will guide you through:

Business Profile — select the one you created

Brain — attach your knowledge base (optional)

Voice — pick a voice for your agent

Phone Number — assign the number you provisioned

Schedule — set when your Blue is active

Hit Create — your Blue is live immediately.

Step 6 — Make a Test Call

Call the phone number you assigned. Your Blue will answer.

Ask it something specific to your business — a question your Brain should know. Check that it responds accurately and sounds natural. If the answers feel off, go back to your Brain and add more detail.

For outbound Blues, go to Dashboard → Leads, upload a small test list (CSV), and trigger a campaign run.

What's Next

Once your Blue is live, explore:

Dashboard → Leads — manage your outbound call lists

Dashboard → API — access your API key to integrate BlueSales into your own apps and workflows

Dashboard → Billing — monitor usage and upgrade your plan as call volume grows

For developers: BlueSales exposes a REST API for programmatic control — creating Blues, uploading leads, triggering campaigns, and reading call logs. See the API Docs (top navigation) for full reference. Authenticate with your API key using Authorization: Bearer <key>.

Need Help?

Use the Help button in the bottom-right corner of any page to chat with Blue, our AI support agent. If your question needs a human, you can request to be connected with the BlueSales team directly from the chat.