Start simply, then fine-tune
Begin with essential choices and find specialised settings without losing existing values.
Configuration forms show the choices needed to get started first. Specialised settings are grouped in panels you can open when needed.
BeAI automatically maintains the engine for text exchanges, summaries and post-call analysis, in both the interface and the API. You do not need to make a technical selection. This update preserves your instructions, languages, access permissions and sales rates; live voice and final transcription use independent engines. If processing temporarily fails, its status remains visible and the usual retry rules apply.
Begin with the essentials
For a bot, choose its identity, language, time zone, voice and instructions. Avatar and tags are part of identity. BeAI manages technical settings; only platform administrators may change them in a closed panel. Each organisation has one voice price. During creation, Connection → Configuration → Personalisation shows the steps; you can also choose an existing bot template.
For a campaign, start with the bot, objective, contacts, campaign type and date. New GUI campaigns are real. Simulation is controlled only through the API; an existing simulated campaign retains a safety notice. For a user, enter their identity, organisation, roles and initial password.
If you choose guided setup, its welcome screen presents Start guided configuration in the centre, together with the selected telephony, organisation and free-session conditions. I prefer manual configuration remains available on the same screen.
Find a specialised setting
Open the panel matching your need:
| Need | Panel |
|---|---|
| Bot avatar or tags | Identity, directly visible |
| Language or time zone | Language, time zone and voice, directly visible |
| Voice price | Subscription and billing, one price per organisation |
| Speech speed | Conversation options |
| Silence, interruption or speech detection | Advanced voice settings |
| Codecs or outgoing SIP identity | Telephony options |
| User photo, language or time zone | Profile preferences |
| Change an existing password | Change the password |
| Campaign pacing and concurrent calls | Delivery settings |
| Notify a system when a campaign ends | Completion notification |
| Odoo models, methods and parameters | Technical action settings |
| Webhook method, authentication or schema | Technical request settings |
Panels depend on your permissions, compatible settings, enabled skills and connection mode. Organisation and white-label options remain restricted to authorised users.
For a PicApp bot, Enreach manages the SIP connection. The Telephony options panel therefore starts open in the Telephony tab, so the available settings are immediately visible. You can still collapse it.
Keep and save your choices
Closing a panel does not disable its settings or clear entered values. Existing values continue to apply. Save is at the top right in the page actions. When you change a value, an Unsaved changes reminder appears at the bottom right with a Save button. Both buttons save the same settings. Reverting to the original values removes the reminder. Opening or closing a panel does not save your choices.
On a page with several configuration sections, Save saves every changed section. If one section is rejected, an error appears and your entries remain available for correction; sections already confirmed remain saved. Edits made while saving remain marked as unsaved. Closing the page warns you when a draft still needs saving. You can also use Ctrl+S or Cmd+S.
An independent configuration dialog saves only its own fields. Schedule, Pay, Test and Delete retain their dedicated actions: saving settings does not trigger them. Permissions remain unchanged and nothing is saved automatically.
If a field inside a panel prevents saving, the panel opens so you can correct it. Required fields and access permissions remain the same. Use the keyboard to reach a panel title, then open it with Enter or Space.
Keep existing integration values unless you need to customise them. Consult General bot configuration, Odoo and Campaigns before changing technical settings.