How to Get Started with Call Intelligence Software
This complete guide shows you how to set up AI call transcription and analytics in 10 minutes. Learn how to connect your VoIP system, enable automatic transcription, and start analyzing sales calls with Coldread.
What you'll accomplish
- Set up your Coldread account with compliance and sales stages
- Connect your VoIP phone system (Ringover or Aircall)
- Make a test call and verify automatic transcription
- Understand your dashboard and core features
- Learn how to use Contact Intelligence for prospect insights
Prerequisites
- VoIP account with Ringover or Aircall (or any system supporting webhooks)
- Admin or developer access to create webhooks in your VoIP provider
- Call recording enabled in your VoIP settings (required for transcription)
Quick Start (5 steps)
Create your account and complete onboarding
Sign up for a free 14-day trial at coldread.ai. No credit card required.
After signing up, you'll be guided through a quick 4-step onboarding wizard:
- Tell us about your team and industry
- Define your sales stages (or use our templates)
- Set up compliance preferences
- Choose your VoIP provider
Tip: Have your VoIP account details ready. You'll need admin access to set up webhooks in Step 4.
Load demo data (optional but recommended)
Before connecting your phone system, we recommend loading demo data to explore Coldread's features without waiting for real calls.
From your dashboard, click "Load Demo Data" in the top-right corner. This will add:
- 5 realistic sales call transcripts with AI analysis
- 3 contact profiles with conversation history
- Example objections, questions, and outcomes
Demo data is clearly marked with a DEMO badge and can be removed at any time from Settings.
Choose your VoIP provider
Coldread integrates with the following VoIP providers:
Don't see your provider? Contact us - Coldread works with any VoIP system that supports webhooks.
Connect your integration
After choosing your provider, follow the provider-specific setup guide linked in Step 3. The general process is:
- Create an integration in Coldread (Dashboard → Settings → Integrations → Add Integration)
- Copy your webhook URL from Coldread
- Paste it into your VoIP provider's webhook settings (usually found under Integrations, API, or Developer settings)
- Enable call events (primarily
call.ended) - Enable call recording in your VoIP settings (required for transcription)
Important: You must have admin or developer access to your VoIP account to create webhooks. If you don't have this access, ask your IT admin or account owner.
Make a test call and verify
Once your integration is connected, make a test call using your VoIP system to verify everything works:
- Make a call lasting at least 30 seconds (use your mobile phone or a colleague)
- End the call and wait 30-60 seconds for processing
- Check your Coldread dashboard → Calls tab
- Verify the call appears with transcript and AI analysis
The call will appear within 1-2 minutes. Transcription and full AI analysis typically completes within 3-6 minutes of the call ending.
Success! If you see your test call with a transcript, you're all set. Real calls will now automatically appear in Coldread.
Understanding Your Dashboard
Once you've completed setup, here's what you'll find in your Coldread dashboard.
Calls Tab
View all your transcribed calls with AI analysis. Each call shows transcript, detected sales stage, call type, custom tags, compliance check results, and a 15-word call outcome summary.
Contacts Tab
Unified profiles built from call history. Each contact shows their details and a timeline of all calls with transcripts and analysis.
Settings Overview
Configure integrations, manage team members, customize sales stages, set up compliance, and control billing.
Next Steps
You're all set up! Here are some recommended actions to get the most out of Coldread.
Set up compliance checks
Configure call recording consent, data retention policies, and GDPR settings based on your jurisdiction and industry.
Customize sales stages
Define your own sales pipeline stages or use industry templates (MEDDIC, BANT, SPIN). Coldread will automatically classify calls into these stages.
Invite team members
Add your sales reps, managers, or admins. Control who can access calls, contacts, and Contact Intelligence features.
Explore your call dashboard
Review transcripts, stage detection, custom tags, and compliance results for your calls. Filter and search across all your analyzed conversations.
Related Guides
Ringover Setup Guide
Complete guide to connect Ringover webhooks to Coldread for automatic call transcription.
Aircall Setup Guide
Step-by-step instructions for connecting Aircall to Coldread with webhook configuration.
Pricing & Plans
Compare Coldread pricing tiers and find the right plan for your team size and call volume.
ROI Calculator
See how much your team saves with Coldread vs Gong, Fireflies, or manual call reviews.
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