Add a website
Enter your public website when it explains the offer or business. AtllasX reviews the site and proposes campaign context. Review the imported details. A website can contain outdated or unrelated copy, so do not treat the import as final. You can continue without a website. The website scan runs in the background, so you can continue while AtllasX gathers the content. Its editable results appear in the builder.Add training files
Upload supported documents when the website does not contain enough context. Use current product sheets, service notes, or approved sales material. You can upload up to 10 files. Each file can be up to 10 megabytes. AtllasX accepts these formats:- Audio:
.mp3,.wav,.m4a,.ogg,.flac, and.webm. - Documents:
.pdf,.txt,.md,.csv,.doc, and.docx. - Spreadsheets and presentations:
.xlsx,.xls,.pptx, and.ppt. - Images:
.png,.jpg,.jpeg,.gif, and.webp.
/dashboard/ai-calling/training-materials to review or delete saved files.
Remove files that contain unrelated, confidential, or outdated information. The AI can use the uploaded material while drafting the script.
You can continue without training files.
Complete the call details
Answer the builder’s questions about the campaign:- your business and industry.
- who you are.
- who the AI is calling.
- whether the AI calls as you or as an assistant.
- the assistant name, when that role applies.
- the conversation goal and offer.
- the benefits and success stories the AI can use.
- the final call-instructions field for constraints or special handling.
Generate and review the script
Choose Generate Script after the required details are complete. The builder creates a draft Call Script. Read the full script. Edit it directly or enter revision instructions for the AI. Confirm the role, company, offer, questions, objection handling, and closing action. The script should match your approved business claims. The generated script contains three editable parts:- Role Summary defines the AI’s identity and represented company.
- Personality and Tone controls how the AI should sound.
- Structured Call Flow covers identity confirmation, discovery, the offer, objections, and the close.
Choose the model
The model choice changes the balance between speed and conversation quality:
The portal shows only choices available to the current account.
Choose an industry
Industry changes more than the campaign label. AtllasX adapts the generated role, terminology, and tone for that business type. Available choices include:- Residential Real Estate
- Commercial Real Estate
- Property Management
- Technology / Software Sales
- E-commerce Sales
- Medical Technology Sales
- Insurance
- Financial Services
- Healthcare / Dental / Medical
- Legal Services
- Home Services
- Automotive
- Hospitality and Travel
- Education and Tutoring
- Marketing and Advertising
- Recruitment and Staffing
- Telecom and Utilities
- Gym and Fitness
- Other

