# urvo Documentation — Full Content > urvo is an AI voice agent platform by urvo LLC that lets businesses deploy intelligent voice agents for inbound and outbound phone calls. Powered by proprietary orchestration and models from OpenAI, Anthropic (Claude), Google (Gemini), and ElevenLabs. Telephony via Twilio and SIP trunking. --- ## Introduction urvo is an AI-powered voice agent platform designed to help businesses automate phone conversations. With urvo, you can create intelligent voice agents that handle inbound and outbound calls, integrate with your existing tools, and scale your communication effortlessly. Key features: - AI Voice Agents: Create and deploy intelligent voice agents that can handle complex conversations naturally - Phone Integration: Connect via Twilio phone numbers or SIP trunking for inbound and outbound calling - Knowledgebase: Upload documents so your agent can reference your specific business information - Call Analytics: Review recordings, transcripts, and performance metrics for every call - Team Collaboration: Invite team members with role-based access to manage agents together - Integrations: Connect with GoHighLevel, Cal.com, HubSpot, Google (Sheets/Calendar), Salesforce, Zendesk, Stripe, Slack --- ## How To: Sign up & Login Steps to create an urvo account: 1. Go to https://app.urvo.io 2. Sign up using your email address or Google account 3. Verify your email if signing up with email 4. Log in to access the dashboard --- ## How To: Create Workspace A workspace is the top-level organizational unit in urvo. Each workspace has its own agents, phone numbers, and team members. To create a workspace: 1. Click the workspace dropdown in the top-left corner of the dashboard 2. Click "Create Workspace" 3. Enter a name for the workspace 4. Click "Create" --- ## How To: Invite Members To invite team members to your workspace: 1. Navigate to the Team page from the sidebar 2. Click "Invite Member" 3. Enter their email address 4. Select a role (Admin or Member) 5. Click "Send Invite" --- ## How To: Create Agent To create a new AI voice agent: 1. Navigate to the Agents page from the sidebar 2. Click "Create Agent" 3. Choose a name for your agent 4. Configure the agent's voice, language model, and behavior 5. Add instructions/prompts to define the agent's personality and goals --- ## How To: Configure Agent The Configure page lets you customize every aspect of your agent. Key settings include: - Prompt page: Set the system prompt (instructions), first message, and LLM provider - Voice page: Choose the voice and speech settings - Tools page: Add tools like End Call, transfer, or custom functions - Advanced section: Enable/disable recordings, set conversations retention period, and more --- ## How To: Test Agent You can test your agent in two ways: 1. In-platform testing: Use the built-in test call feature in the dashboard 2. Phone call testing: Call the agent's assigned phone number from any phone --- ## How To: Add Knowledgebase To add knowledge for your agent to reference: 1. Navigate to your agent's Knowledgebase page 2. Upload PDF, TXT, or other supported document formats 3. The agent will use this information when answering questions --- ## How To: Add Phone Number Connect phone numbers to your agents via: 1. Twilio integration: Link your Twilio account and provision phone numbers 2. SIP trunking: Connect your existing SIP trunk for inbound/outbound calling Steps: 1. Navigate to Phone Numbers in the sidebar 2. Click "Add Phone Number" 3. Choose Twilio or SIP 4. Follow the configuration steps 5. Assign the number to an agent --- ## How To: Analyze Calls Review your agent's call performance: 1. Navigate to the Calls page from the sidebar 2. View call history with duration, status, and timestamps 3. Click any call to see the full transcript 4. Listen to call recordings (if enabled) 5. Review sentiment and outcome data --- ## How To: Manage Subscription Manage billing and subscription from the Billing page: 1. Navigate to Billing in the sidebar 2. View your current plan and usage 3. Upgrade or downgrade your subscription 4. Update payment methods 5. View invoices and billing history --- ## How To: Manage Account Update your profile and security: 1. Navigate to Account Settings 2. Update your name, email, or profile picture 3. Change your password 4. Enable/disable two-factor authentication --- ## Guide: Best Practices Recommendations for building effective voice agents: - Keep system prompts clear and specific - Define the agent's role, personality, and boundaries - Use the first message to set expectations with callers - Test extensively with real phone calls before going live - Monitor call analytics regularly and iterate on prompts - Use the knowledgebase for business-specific information - Set up proper call recording consent per your jurisdiction --- ## Guide: Agent Instructions How to write effective prompts for your voice agent: - Start with a clear role definition ("You are a customer service agent for...") - Define specific tasks the agent should handle - Set boundaries for what the agent should NOT do - Include example phrases and responses - Add escalation rules (when to transfer to a human) - Use the Tools page to add End Call tool with specific trigger conditions - Test different prompt variations to find what works best --- ## Integrations Overview urvo integrates with popular business tools to give your AI voice agents real-time access to customer data, scheduling, support tickets, and more. Available integrations: - GoHighLevel (OAuth 2.0): CRM & Marketing Automation — contacts, opportunities, appointments - Cal.com (API Key): Scheduling — check availability, book appointments - HubSpot (API Key): CRM — contacts, deals, activities - Google Sheets (OAuth 2.0): Spreadsheet data — read, write, search - Google Calendar (OAuth 2.0): Calendar — events, availability - Salesforce (OAuth 2.0): Enterprise CRM — leads, contacts, accounts, opportunities - Zendesk (API Token): Support — tickets, knowledge base - Stripe (API Key): Payments — customers, subscriptions, invoices - Slack (Webhook): Team notifications Automation platforms: - Zapier: Connect to 5,000+ apps via workflows - Make (Integromat): Build complex automation scenarios --- ## Legal: TCPA Consent Guide The Telephone Consumer Protection Act (TCPA) requires specific consent before placing outbound calls using AI voice agents: - Marketing calls require Prior Express Written Consent (PEWC) - Non-marketing calls require Prior Express Consent (PEC) - TCPA does NOT apply to inbound calls - Consent must be obtained before the call is placed - The called party must clearly agree to receive calls --- ## Legal: Recording Consent Guide How to configure your agent to request recording consent: - Stay-on-Line consent: Add a disclosure in the agent's First Message (e.g., "This call may be recorded for quality assurance") - Verbal consent: Configure the First Message to ask for explicit consent and use the End Call tool to terminate if consent is denied - Requirements vary by jurisdiction — some states require one-party consent, others require all-party consent - Configure via the agent's Prompt page (First Message field) and Tools page (End Call tool) --- ## Legal: Data Flow How data flows through urvo's voice pipeline: Pipeline components: 1. Transport Layer (SIP / Twilio) — handles real-time audio streaming 2. Speech-to-Text (Transcriber) — converts audio to text, urvo infrastructure only 3. Orchestration Layer — proprietary models for endpointing, interruption detection, emotion detection, backchanneling, filler injection (ephemeral, not stored) 4. Language Model (LLM) — generates responses, choose from available LLMs 5. Text-to-Speech (Voice) — converts responses to audio, urvo infrastructure only Data storage: - Call recordings: Stored by default, can be disabled in Configure → Advanced → "Enable Recordings" - Transcripts: Stored by default, set "Conversations Retention Period" to 0 to disable - System logs: Internal to urvo, never shared - Product usage metrics: Internal to urvo For custom storage: contact support@urvo.io --- ## Legal: AI Transparency Statement Published under EU AI Act Article 50-54 disclosure obligations. Provider: urvo LLC (Delaware LLC) Website: https://urvo.io urvo provides AI-powered voice agents for inbound and outbound calls. The system uses: - OpenAI, Anthropic (Claude), Google (Gemini) for language models - ElevenLabs for text-to-speech - Twilio for telephony - Supabase for backend infrastructure Limitations: Responses may occasionally be inaccurate (hallucinations). Voice agents cannot provide legal, financial, or medical advice. Data subjects can exercise GDPR rights by contacting support@urvo.io. Current version: v1.0, effective March 1, 2026. --- ## Contact - Email: support@urvo.io - Website: https://urvo.io - Documentation: https://docs.urvo.io - YouTube: https://www.youtube.com/@urvo-io