Lacy.ai Documentation Hub

Lacy.ai Documentation Hub

Lacy.ai Documentation Hub

Explore step-by-step guides for building AI phone agents, managing inbound and outbound calls, connecting automations, configuring phone numbers, tracking conversations, and using the Lacy.ai API. This resource hub helps teams launch, optimize, and scale AI-powered phone support with confidence. 

Platform Guide

#

Page

URL

Current Content / Description

1

What is Lacy.ai?

docs.lacy.ai/introduction/what-is-lacy

Voice automation platform for real-time inbound and outbound phone conversations using AI assistants/agents.

2

How It Works (Quick Overview)

docs.lacy.ai/introduction/how-it-works

Technical flow: caller or lead, speech recognition, LLM decisioning, voice output, results/actions, data and reporting.

3

Key Terminology

docs.lacy.ai/introduction/key-terminology

Definitions for AI Assistant/Agent, Campaign, Inbound Number, Outbound Caller ID, no-code automation, tools, and integrations.

 

Getting Started

#

Page

URL

Current Content / Description

4

Core Concepts

docs.lacy.ai/getting-started/core-concepts

Core building blocks: system prompt, initial message, voices, tools, numbers, campaigns, and assistant configuration.

5

Understanding Call Minutes & Billing

docs.lacy.ai/getting-started/understanding-billing

Usage-based billing overview: call minutes, number rentals, included minutes, pay-as-you-go, monitoring usage, and add-ons.

 

AI Assistants Overview

#

Page

URL

Current Content / Description

6

What is an AI Assistant?

docs.lacy.ai/ai-assistants/what-is-ai-assistant

Explains assistant components and how AI assistants automate phone interactions.

7

System Prompts

docs.lacy.ai/ai-assistants/system-prompt

How to create system prompts that define assistant behavior, tone, boundaries, and business instructions.

8

Initial Message & Audio

docs.lacy.ai/ai-assistants/initial-message

How to create effective opening greetings and use custom audio for first impressions.

9

Creating and Editing an AI Assistant

docs.lacy.ai/ai-assistants/creating-and-editing

Step-by-step guide to create, configure, and modify assistants for inbound and outbound calls.

10

Tools & Functions

docs.lacy.ai/ai-assistants/tools-and-functions

Built-in functions that extend assistant capabilities during calls.

11

Voice Selection & Voice Cloning

docs.lacy.ai/ai-assistants/voice-selection

How to pick built-in voices or clone a custom voice.

12

Filler Audio

docs.lacy.ai/ai-assistants/filler-audio

Using filler audio to create more natural phone conversations.

13

Cal.com Appointment Scheduling

docs.lacy.ai/ai-assistants/cal-com-scheduling

How to enable appointment scheduling through Cal.com integration.

14

Testing Your Assistant

docs.lacy.ai/ai-assistants/testing

How to test assistants for inbound and outbound call scenarios.

15

Assistant Best Practices

docs.lacy.ai/ai-assistants/assistant-configuration

Best practices for tuning mode, transcriber, model, and other assistant settings.

16

Assistant Modes

docs.lacy.ai/ai-assistants/assistant-modes

Explains three voice generation modes and when to use each.

17

AI Prompt Editor

docs.lacy.ai/ai-assistants/ai-prompt-editor

Conversational AI-powered editor for improving assistant prompts.

18

Custom Mid-Call Tools

docs.lacy.ai/ai-assistants/custom-tools

How to create custom API tools that assistants can use during calls.

19

Flow Builder

docs.lacy.ai/ai-assistants/flow-builder

Visual drag-and-drop conversation flow design.

20

Test Chat Interface

docs.lacy.ai/ai-assistants/test-chat

Text-based assistant testing for faster prompt iteration.

21

Web Widget

docs.lacy.ai/ai-assistants/web-widget

Embedding voice and chat assistant capabilities on a website.

 

Phone Numbers

#

Page

URL

Current Content / Description

22

Types of Phone Numbers

docs.lacy.ai/phone-numbers/types

Dedicated numbers, SIP integration, and Caller ID options.

23

Purchasing & Managing Numbers

docs.lacy.ai/phone-numbers/purchasing-and-managing

How to purchase, provision, and manage numbers.

24

Pricing & Regions

docs.lacy.ai/phone-numbers/pricing-and-regions

Region-specific pricing, documentation requirements, and extra fees.

25

SMS Capabilities

docs.lacy.ai/phone-numbers/sms-capabilities

SMS features, requirements, and pricing.

26

Assigning Numbers to Assistants

docs.lacy.ai/phone-numbers/assigning-to-assistants

How to connect numbers to assistants for inbound and outbound calls.

 

Inbound Calls

#

Page

URL

Current Content / Description

27

Inbound Calls Overview

docs.lacy.ai/inbound-calls/overview

How assistants handle incoming calls from answer through analytics.

28

Provisioning & Managing Phone Numbers

docs.lacy.ai/inbound-calls/provisioning

How to provision, assign, and manage inbound AI call numbers.

29

Configuring the Inbound Assistant

docs.lacy.ai/inbound-calls/configuring

Configuring inbound prompts, voices, and tools.

30

Inbound Call Insights

docs.lacy.ai/inbound-calls/insights

Transcripts, recordings, inbound analytics, and automation triggers.

 

Outbound Calls

#

Page

URL

Current Content / Description

31

Outbound Calls Overview

docs.lacy.ai/outbound-calls/overview

Outbound campaigns for sales calls, reminders, and follow-ups.

32

Creating & Managing Campaigns

docs.lacy.ai/outbound-calls/campaigns

Create and manage outbound campaigns, import leads, and monitor progress.

33

Caller ID & Handling

docs.lacy.ai/outbound-calls/caller-id

Outbound caller ID configuration and management.

34

Voicemail Handling

docs.lacy.ai/outbound-calls/voicemail-handling

How assistants detect and handle voicemail.

35

Scripts & Prompts for Sales or Collections

docs.lacy.ai/outbound-calls/scripts-and-prompts

Writing effective outbound sales and collection call scripts.

36

Mass/Parallel Dialing

docs.lacy.ai/outbound-calls/mass-dialing

High-volume campaigns using parallel dialing and compliance guardrails.

 

Campaigns

#

Page

URL

Current Content / Description

37

Campaigns Overview

docs.lacy.ai/campaigns/index

Create and manage automated calling campaigns for lead outreach.

38

Creating a Campaign

docs.lacy.ai/campaigns/creating-campaigns

Step-by-step campaign creation.

 

Conversations

#

Page

URL

Current Content / Description

39

Conversations Overview

docs.lacy.ai/conversations/overview

Track and review text-based conversations with AI assistants.

40

Viewing & Managing Conversations

docs.lacy.ai/conversations/viewing-and-managing

Viewing, filtering, and managing conversation history.

 

Leads

#

Page

URL

Current Content / Description

41

Leads Overview

docs.lacy.ai/leads/index

Manage campaign contacts, secondary contacts, and custom variables.

42

Importing Leads

docs.lacy.ai/leads/importing-leads

Import leads from CSV and Excel files with validation.

43

Managing Leads

docs.lacy.ai/leads/managing-leads

Create, edit, organize leads, custom variables, and secondary contacts.

 

AI Prompting & Conversation Design

#

Page

URL

Current Content / Description

44

Prompt Writing Basics

docs.lacy.ai/conversation-design/prompt-basics

How to write effective system prompts and initial messages.

45

Inserting Knowledge Bases

docs.lacy.ai/conversation-design/knowledge-bases

Provide assistants access to FAQs, documents, and knowledge sources.

46

Handling Interruptions & Speech Sensitivity

docs.lacy.ai/conversation-design/interruptions

Configure interruption handling, VAD, and speech patterns.

47

Language & Accent Support

docs.lacy.ai/conversation-design/language-support

Available languages and accents; requesting new ones.

 

Automation & Integrations

#

Page

URL

Current Content / Description

48

Introduction

docs.lacy.ai/automation-platform/introduction

How to automate AI call workflows with Lacy.ai.

49

Overview of No-Code Automation

docs.lacy.ai/automation/overview

Built-in no-code workflow engine.

50

Webhook & API

docs.lacy.ai/automation/webhook-api

Using webhooks and REST API for custom integrations and automations.

51

Phone System Integrations

docs.lacy.ai/automation/phone-system

SIP/PBX/VOIP integrations.

 

Custom Dashboards

#

Page

URL

Current Content / Description

52

Custom Dashboards

docs.lacy.ai/custom-dashboards/overview

Personal dashboards with widgets to track call metrics and performance.

53

Widget Configuration

docs.lacy.ai/custom-dashboards/widget-types

Stat, chart, and table widget setup and options.

 

WhatsApp

#

Page

URL

Current Content / Description

54

WhatsApp Business Integration

docs.lacy.ai/whatsapp/overview

Connect assistants to WhatsApp Business for automated text-based conversations.

55

WhatsApp Senders

docs.lacy.ai/whatsapp/senders

Create and manage WhatsApp Business senders.

56

Message Templates

docs.lacy.ai/whatsapp/templates

Create and manage WhatsApp message templates.

57

WhatsApp Conversations

docs.lacy.ai/whatsapp/conversations

Track and manage WhatsApp conversations.

58

WhatsApp Automation

docs.lacy.ai/whatsapp/automation

Automate WhatsApp messaging with triggers and actions.

 

Costs & Pricing

#

Page

URL

Current Content / Description

59

Cost Overview

docs.lacy.ai/pricing/overview

Main pricing components: call minutes, number rentals, and optional fees.

60

Pricing Breakdown

docs.lacy.ai/pricing/usage-based

How call minutes are calculated and billed.

61

Number Rentals & International Rates

docs.lacy.ai/pricing/number-rentals

Number rental costs and SIP/Caller ID per-minute billing.

 

Number Provisioning

#

Page

URL

Current Content / Description

62

Supported Countries

docs.lacy.ai/provisioning/supported-countries

Availability and provisioning by country.

63

Managing Your Numbers

docs.lacy.ai/provisioning/managing-numbers

View, label, release, and manage provisioned numbers.

64

SIP Integration

docs.lacy.ai/provisioning/sip-integration

Connect existing phone systems and numbers to Lacy.ai.

65

DIDLogic Integration

docs.lacy.ai/provisioning/sip-trunking/didlogic

DIDLogic SIP trunking setup.

66

Twilio Integration

docs.lacy.ai/provisioning/sip-trunking/twilio

Twilio Elastic SIP Trunking setup.

67

Zadarma Integration

docs.lacy.ai/provisioning/sip-trunking/zadarma

Zadarma SIP trunking setup.

 

Settings

#

Page

URL

Current Content / Description

68

Data Retention

docs.lacy.ai/settings/data-retention

Configure GDPR-compliant account data retention periods.

 

Troubleshooting & FAQs

#

Page

URL

Current Content / Description

69

Voice & Response Issues

docs.lacy.ai/troubleshooting/voice-problems

Voice quality and response timing troubleshooting.

70

Billing & Credits

docs.lacy.ai/troubleshooting/billing

Billing issues, charges, refunds, and usage tracking.

71

Call Quality Issues

docs.lacy.ai/troubleshooting/call-quality

Call quality, latency, and connection issue troubleshooting.

72

AI Behavior Issues

docs.lacy.ai/troubleshooting/ai-behavior

Optimize assistant behavior and responses.

73

Cal.com Issues

docs.lacy.ai/troubleshooting/cal-com

Cal.com integration troubleshooting.

74

Calendly Issues

docs.lacy.ai/troubleshooting/calendly

Calendly integration troubleshooting.

75

Campaign Issues

docs.lacy.ai/troubleshooting/campaigns

Campaign issue troubleshooting and performance optimization.

76

GoHighLevel Issues

docs.lacy.ai/troubleshooting/gohighlevel

GoHighLevel integration problems and solutions.

77

Leads Issues

docs.lacy.ai/troubleshooting/leads

Lead management and import troubleshooting.

78

SIP Integration Issues

docs.lacy.ai/troubleshooting/sip-integration

SIP trunk connection and configuration troubleshooting.

79

Web Widget Issues

docs.lacy.ai/troubleshooting/web-widget

Web widget problems and integration issues.

80

WhatsApp Troubleshooting

docs.lacy.ai/troubleshooting/whatsapp

WhatsApp Business integration troubleshooting.

 

API Reference

#

Page

URL

Current Content / Description

81

Introduction

docs.lacy.ai/api-reference/introduction

Welcome to the Lacy.ai API.

82

Authentication

docs.lacy.ai/api-reference/authentication

How to authenticate API requests.

83

GET List campaigns

docs.lacy.ai/api-reference/campaigns/index

List all campaigns.

84

POST Create lead

docs.lacy.ai/api-reference/leads/create

Create a new lead.

85

POST Create assistant

docs.lacy.ai/api-reference/assistants/create-assistant

Create a new AI assistant with configuration.

86

GET List assistants

docs.lacy.ai/api-reference/assistants/get-assistants

List assistants with pagination.

87

GET List calls

docs.lacy.ai/api-reference/calls/get-calls

List calls with filtering options.

88

GET List Conversations

docs.lacy.ai/api-reference/conversations/list-conversations

List conversations with filtering and pagination.

89

POST Send SMS

docs.lacy.ai/api-reference/sms/send-sms

Send an SMS using your phone number.

90

GET Get current user

docs.lacy.ai/api-reference/user/me

Get authenticated user profile information.

91

OpenAPI Spec

docs.lacy.ai/api-reference/openapi.json

OpenAPI JSON specification.

 

What is Lacy.ai?

·       Lacy.ai is a voice automation platform that handles phone calls in real time.

·       Core features: inbound and outbound calls, AI-powered conversations, and no-code flows connected to tools like Google Sheets, CRMs, and calendars.

·       Benefits: 24/7 availability, scalability through parallel calls, and time/cost savings by handling repetitive inquiries.

How It Works

·       Conversation flow: call starts, speech recognition transcribes, LLM chooses response/action, voice engine speaks, outcomes are stored and reported.

·       Inbound flow: customer dials a rented or integrated number; AI answers, greets, handles queries, and routes when needed.

·       Outbound flow: leads are uploaded or synced; AI dials numbers, follows script, and may transfer interested callers.

Key Terminology

·       AI Assistant/Agent: configurable call-handling bot defined by prompt, voice, and behavior.

·       Campaign: outbound batch or sequence of calls to contacts/leads from CSV, Google Sheets, or CRM.

·       Inbound Number: dedicated number customers call to reach the assistant; can be platform-provisioned or integrated by SIP/PBX.

·       Outbound Caller ID: number shown to customers during outbound AI calls.

·       No-Code Automation: built-in workflow platform similar to Zapier/Make for post-call actions and external updates.

·       Tools/Integrations: assistant capabilities such as transfer, end call, schedule appointment, and webhook actions.

Core Concepts

·       System Prompt: the assistant brain, including business info, tone, rules, disclaimers, and edge-case handling.

·       Initial Message: the first thing the assistant says, usually a short branded greeting.

·       Voices: ElevenLabs voices and optional custom voice cloning, with adjustable parameters such as speed and filler usage.

·       AI Assistant: combination of prompt, initial message, voice, optional tools, and assignment to a phone number or campaign.

Understanding Call Minutes & Billing

·       Billing model is primarily based on call minutes and dedicated number rentals.

·       Included minutes are consumed first; excess usage is pay-as-you-go.

·       Minutes may be calculated per second, with rounding rules depending on plan.

·       Usage can be monitored through dashboard views and alerts.