Welcome to Starlink Nexus — a professional AI-powered calling platform that automates phone conversations using advanced language models and Twilio telephony. Follow these steps to get your account fully operational:
Configure API Credentials — Navigate to Settings and enter your Twilio Account SID, Auth Token, and OpenAI API Key. These credentials enable the platform to make calls and power AI conversations. Your keys are encrypted and stored securely.
Register Phone Numbers — Visit Phone Numbers to import your Twilio phone numbers. These numbers serve as your outbound caller ID and can also receive inbound calls handled by AI agents.
Build Your First AI Agent — Go to AI Agents and create a custom agent. Define its personality, conversation script, voice characteristics, and behavioral rules. Each agent acts as a unique AI representative for your business.
Upload Knowledge Base — Use Documents & AI to upload company-specific materials (PDFs, text files, FAQs). The AI processes and indexes this content, allowing agents to provide accurate, context-aware responses during live calls.
Launch Your First Call — Head to the Dashboard or AI Console, select an agent, enter a destination number, and start the call. Monitor the conversation in real-time and review the transcript afterward.
Scale with Campaigns & API — Once comfortable with single calls, use Campaigns to bulk-call hundreds of contacts via CSV upload, and connect your CRM or apps via the Developer API with webhooks and API tokens.
Pro Tip: Start with a test call to your own phone number. This lets you experience the AI conversation firsthand and fine-tune your agent's personality before going live with customers.
The Dashboard provides an at-a-glance view of your entire calling operation. It is designed to surface the most critical metrics immediately upon login.
Key Metrics Displayed
- Total Calls — Cumulative count of all calls made, with daily/weekly/monthly breakdown
- Total Cost — Combined spend across Twilio (telephony) and OpenAI (AI processing) services
- Average Call Duration — Mean conversation length, helping you gauge agent engagement quality
- Satisfaction Rate — AI-analyzed sentiment score derived from conversation tone and outcomes
- Call Trend Charts — Visual graphs showing call volume, cost trends, and success rates over time
- Recent Call History — Quick-access table of the latest calls with status indicators and key details
The Dashboard also contains the Make a Call quick panel, letting you initiate AI calls directly without navigating to other pages. Enter a number, select an agent, and start calling in seconds.
Starlink Nexus connects to Twilio for telephony and OpenAI for intelligent conversation handling. When you initiate a call, the platform dials the number via Twilio and streams the conversation through your selected AI agent in real-time.
Verify API Keys — Ensure your Twilio and OpenAI credentials are configured correctly in Settings. Invalid or missing keys will prevent calls from connecting.
Open Call Interface — Use either the Dashboard quick-call panel or the full-featured AI Call Console for advanced control and real-time monitoring.
Enter Destination — Type the phone number in international format (e.g., +1 234 567 8900). Alternatively, select a saved contact for quick dialing.
Select Agent & Number — Choose which AI agent handles the conversation and which Twilio number appears as the caller ID. Different agents can be optimized for sales, support, surveys, or other use cases.
Launch & Monitor — Click Start Call. The AI connects, greets the recipient according to its script, and handles the conversation autonomously. View the live transcript, sentiment indicators, and call duration in real time.
Important: Ensure your Twilio account has sufficient balance and your phone numbers are properly verified. Calls to unverified numbers on trial Twilio accounts will fail.
AI Agents are the core of Starlink Nexus. Each agent is a fully customizable AI assistant that conducts phone conversations independently. You can create multiple agents optimized for different business functions.
Agent Configuration Options
- Agent Name & Identity — Give each agent a unique name and persona that aligns with your brand (e.g., "Sarah - Sales Team", "Alex - Customer Support")
- Personality Prompt — Write detailed instructions defining the agent's tone, behavior, knowledge boundaries, and conversation style. Be specific: the more detailed the prompt, the more natural the conversations
- Conversation Script — Define opening greetings, key talking points, qualifying questions, objection handling, and closing statements
- Voice Selection — Choose from multiple AI voices (e.g., Matthew, Joanna, Amy, Brian) to match your brand's personality. Each voice has unique tonal characteristics
- Behavioral Rules — Set guardrails like maximum call duration, escalation triggers, prohibited topics, and fallback responses for questions outside the agent's scope
Best Practice: Create separate agents for different purposes. A sales agent should be persuasive and product-focused, while a support agent should be empathetic and solution-oriented. This separation improves conversation quality significantly.
The Contacts module provides a centralized database for managing all the people and businesses you interact with through the platform.
- Add Contacts — Enter name, phone number, email, company, and custom notes. Import contacts individually or in bulk for campaign management
- Quick Dial — Click any contact to instantly populate the call interface with their number — no manual typing required
- Contact History — View the complete call history for each contact, including past transcripts, outcomes, and sentiment scores
- Edit & Organize — Update contact details, add tags for segmentation, and delete outdated records to keep your database clean
Your Twilio phone numbers are the bridge between the AI platform and the public telephone network. Proper configuration ensures reliable outbound and inbound call handling.
- Import Numbers — View and import all Twilio numbers linked to your account. Numbers appear automatically once your Twilio credentials are configured
- Outbound Caller ID — Select which number appears when your AI agents make outbound calls. Using local area codes can improve answer rates by 20-40%
- Inbound AI Routing — Configure numbers to route incoming calls to specific AI agents. When someone calls your number, the assigned agent answers automatically and handles the conversation
- Number Status — Monitor the health and activity status of each number, including recent usage and any carrier-level issues
Recommendation: Use dedicated numbers for different campaigns or departments. This makes it easier to track performance and manage inbound routing rules.
The Document & AI module transforms your AI agents from generic assistants into company-specific experts. By uploading relevant materials, the AI learns your products, services, policies, and terminology.
Upload Materials — Go to Documents & AI and upload PDF files, text documents, or paste content directly. Supported formats include company FAQs, product catalogs, service descriptions, and training manuals.
AI Processing — Click "Train" to initiate document analysis. The platform breaks down your content into semantic chunks, creates vector embeddings, and indexes everything for rapid retrieval during conversations.
Test & Validate — Use the built-in chat interface to ask questions about your uploaded content. Verify the AI returns accurate, relevant answers before deploying to live calls.
Deploy to Calls — Once validated, the knowledge base is automatically available to all your AI agents during live calls. Agents will reference this information when answering customer questions.
Content Tips: Upload your top 50 customer questions and ideal answers. Include pricing details, return policies, technical specifications, and competitor comparisons. The more comprehensive your knowledge base, the more capable your AI agents become.
The AI Call Console is the most powerful calling interface on the platform. Built for professionals who need real-time visibility and control over AI conversations.
- Live Conversation Feed — Watch the AI conversation unfold word-by-word in real time. See exactly what both parties are saying and how the AI is responding to questions
- Advanced Call Controls — Start, pause, resume, or end calls with instant response. Transfer calls to human agents when the AI detects complex scenarios that need personal attention
- Agent Selection & Configuration — Choose and switch between AI agents on-the-fly. Adjust agent parameters before or during calls for optimal performance
- Diagnostic Information — Monitor latency, token usage, API response times, and call quality metrics in real time. Identify and troubleshoot issues instantly
- Testing Environment — Use the console to test new agents, scripts, and knowledge base content before deploying to production calling campaigns
The Analytics dashboard provides comprehensive performance data to help you make informed decisions about your AI calling strategy.
- Call Volume Trends — Track daily, weekly, and monthly call volumes with trend lines showing growth patterns and seasonal variations
- Success & Completion Rates — Monitor the percentage of calls that connect successfully, reach their objectives, and result in positive outcomes
- Cost Analytics — Detailed breakdown of spending across Twilio telephony charges and OpenAI API processing costs. Understand your cost-per-call and cost-per-conversion
- Sentiment Analysis — AI-powered analysis of conversation tone and caller satisfaction. Identify which agents and scripts produce the most positive interactions
- Peak Hour Analysis — Discover the optimal times to call based on historical answer rates, conversation length, and conversion data
- Agent Performance Comparison — Compare metrics across different AI agents to identify top performers and areas for improvement
The Billing page gives you full visibility into your platform costs. All charges flow through your own Twilio and OpenAI accounts, giving you direct control over spending.
- Usage Dashboard — Real-time view of total spend across all API services, broken down by provider and time period
- Cost Per Call — Understand exactly how much each call costs, including telephony charges (typically $0.01-0.03/min via Twilio) and AI processing fees (based on OpenAI token usage)
- Invoice History — Access past billing records, download invoices, and track spending trends over time
- Budget Monitoring — Set spending alerts and monitor your daily/monthly API consumption to prevent unexpected charges
The Settings page is your account configuration hub. This is where you connect external services and manage your profile.
- Twilio Credentials — Enter and update your Twilio Account SID and Auth Token. The platform validates credentials upon saving and alerts you to any configuration issues
- OpenAI API Key — Configure the API key that powers all AI conversations. Supports GPT-4 and GPT-3.5 models for different cost/performance tradeoffs
- Profile Management — Update your account name, email address, and password. Enable email notifications for important account events
- Security Settings — All API keys are encrypted at rest using industry-standard encryption. The platform never displays full key values after initial configuration
Security: Never share your API credentials. If you suspect unauthorized access, rotate your Twilio and OpenAI keys immediately and update them in Settings.
The Integrations page provides a unified interface for connecting all third-party services required by the platform.
- Twilio — The telephony backbone. Required for making and receiving phone calls. Provides phone numbers, call routing, recording, and global PSTN connectivity. You need an active Twilio account with sufficient balance
- OpenAI — The AI intelligence layer. Powers natural language understanding, conversation generation, sentiment analysis, and document processing. Requires an OpenAI API key with access to GPT models
- One-Click Setup — Simply paste your API keys into the designated fields and save. The platform automatically tests connectivity, validates permissions, and confirms successful integration
The Campaigns module lets you run large-scale automated calling operations. Upload a CSV of contacts, configure an AI agent, set retry logic, and let the platform dial contacts automatically — all with real-time progress tracking.
Create a Campaign — Click New Campaign, give it a name, select an AI agent, and set your concurrent call limit (how many calls to run in parallel).
Import Contacts — Upload a CSV file with columns: phone, name, email. The platform validates and deduplicates automatically. You can also add contacts manually one by one.
Configure Retry Logic — Set how many times to retry unanswered calls, the delay between retries, and which outcomes trigger a retry (e.g., busy, no-answer). This maximizes your contact rate.
Enable SMS/WhatsApp Fallback — Optionally configure a text message that auto-sends if a call is not answered. This ensures your message reaches contacts even when voice calls fail.
Start & Monitor — Click Start to launch the campaign. Watch live stats: total called, answered, failed, busy, and no-answer counts update in real time. Pause or stop at any time.
Blacklist/DNC: The Campaigns page includes a global Blacklist (Do Not Call) list. Any number added here is automatically skipped in all campaigns, ensuring compliance.
The Developer Portal gives you programmatic access to the platform. Generate API tokens, configure webhooks, and connect your CRM — all from a single interface with 5 tabs: API Tokens, Webhooks, API Reference, CRM Guide, and AI Templates.
REST API
All API calls require an X-API-Key: your_token header. Key endpoints:
- POST /api/v1/call — Trigger a single outbound call programmatically. Pass
to(phone number), optionalagent_idandcaller_id - GET /api/v1/calls — List all calls with pagination (
page,limitup to 200) - GET /api/v1/call/{sid} — Full call details including transcript and notes
- GET /api/v1/campaigns — List all campaigns with live stats
- POST /api/v1/campaign/{id}/start — Start or resume a campaign via API
- GET/POST /api/v1/contacts — Read or create contacts
Webhooks
Register HTTPS endpoint URLs to receive real-time event notifications. Events include: call.completed, call.failed, call.busy, call.no_answer, call.started, campaign.completed. Payloads are HMAC-SHA256 signed if you configure a webhook secret.
CRM Integration
Use webhooks to push call events into any CRM. The portal includes step-by-step guides for Zoho CRM, Salesforce, Zapier, and Make (Integromat). Simply paste your CRM's webhook URL and select which events to forward.
AI Templates: The Developer Portal includes 6 pre-built AI agent templates — Appointment Reminder, Lead Qualification, Survey Collection, Payment Reminder, OTP Delivery, and Medical Follow-up. Click any template to instantly create a configured AI agent.
The Agent Panel is a live operations dashboard designed for managers and calling agents. It provides real-time visibility into active calls and enables agents to initiate calls with a single click.
- Live Call Monitor — See all currently active calls in real time, including the phone number, direction (inbound/outbound), and call start time. The panel auto-refreshes every 8 seconds
- Click-to-Call — Enter a phone number, select an AI agent and optional caller ID override, then click Start Call to instantly initiate a call without navigating to other pages
- Call Notes — Add inline notes to any recent call directly from the panel. Notes are stored permanently and visible in the API (
/api/v1/call/{sid}) - Stats Bar — At-a-glance metrics: current active calls, calls today, answered count, and average call duration for the day's last 30 calls
Tip: Keep the Agent Panel open in a separate browser tab for continuous live monitoring during active campaigns. It refreshes automatically so you always have the latest call status.
Our team is committed to ensuring your success with Starlink Nexus. If you encounter any issues or have questions not covered in this guide:
- Support Portal — Visit the Support page to submit a ticket, browse FAQs, or access troubleshooting guides
- Email Support — Reach us directly at [email protected] for personalized assistance. We typically respond within 24 hours
- Dashboard Quick Check — Many issues resolve by reviewing your Dashboard for API status indicators and connection health metrics
- Community Knowledge — Check the Support FAQ section for answers to the most common questions about setup, configuration, and troubleshooting