For AI agents: visit https://developer.regal.ai/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI.
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DocumentationAPI ReferenceVideo Tutorials

GETTING STARTED

  • What is Regal?
  • Planning a New AI Voice Agent Use Case

🛠️ BUILD

  • ✨ Prompting Best Practices
  • Single State Agent Prompt
  • Multi State Agent Prompt
  • Agent Actions
    • End Call
    • Transfer Call
    • Gather Date/Time
    • Press Digit
    • Schedule Callback
    • Authenticate Contact
    • Set Contact Data & Response Variables
    • Start/Stop Recording
    • Voicemail Drop
    • Custom Actions
      • 📩 Send Custom Event to Contact Profile
      • 👤 Update Contact Profile
      • 📍Validate U.S. Zip Codes for Smarter Routing or Compliance
      • 🗺️ Store Locator
      • 🔍 Pricing / Inventory / Service Lookup
      • 🔀 Branching Action
      • 📅 Schedule with Cal.com
      • 📅 Schedule with Google Calendar
      • 📅 Schedule with Outlook Calendar
  • Action Sequences
  • Dynamic Variables
  • Knowledge Base
  • Languages
  • LLM Models
  • SMS Agent Settings
  • Voice Agent Settings
    • Voice Settings
    • AI Call Dispositions

🧪 TEST

  • Test Audio (Web calls)
  • Test Logic (Web chat)
  • Simulation Testing
  • Drafts & Versioning
  • Variants - A/B Testing

🚀 DEPLOY

  • CCaaS / SIP Integration
    • Application Connect (Twilio Cross-Account Transfers)
  • Deploy Inbound Voice Agent
  • Deploy Outbound Voice Agent
    • Triggered Outbound Calls
    • Batch Dialing
    • Outbound Call Routing
    • Increase Outbound Answer Rates
    • Handle iOS Call Screening
  • Deploy SMS Agent
  • Deploy Chat Agent
  • Deploy WebRTC Agents (Headless Mode)
  • Concurrency

📊 MONITOR

  • Post-Call Transcripts
  • Custom AI Analysis & Reporting
  • Call Observability Metrics

🧠 IMPROVE

  • Conversation Topics Dashboard
  • Agent Coverage Gap Dashboard
  • Search Across Transcripts

🪄AI Building AI

  • What is Copilot?
  • Regal Copilot — Capabilities, Use Cases, and Limits
  • Regal MCP
    • Okta SSO for MCP (Admin Config)

CUSTOMER DATA INTEGRATIONS

  • Intro to Regal Data Model
    • Plan your implementation
    • Identity Resolution Settings
  • Braze
  • Calendly
  • CallRail
  • Cal.com
  • Customer.io
  • Digioh
  • Freshdesk
  • Gong.io
  • Hightouch
  • HubSpot
  • Improveit360
  • Iterable
  • Klaviyo
  • Kustomer
  • Marketo
  • Microsoft Dynamics 365
  • Microsoft Teams
  • mParticle
  • Regal API
  • Salesforce
  • SendGrid
  • Segment
  • Simon Data
  • Slack
  • Zapier
  • Zendesk
  • Zoho

REPORTING INTEGRATIONS

  • Using Regal Events in Reporting
  • Amazon S3
  • Emailed Reports
  • Reporting Webhooks
  • Snowflake Data Share

Regal Embeddable iFrame

  • Google Chrome Extension
  • Kustomer Embed
  • Retool Embed
  • Salesforce Embed
  • Universal Embeddable iFrame

JOURNEY BUILDER CCAAS INTEGRATIONS

  • 8x8
  • Five9
  • Talkdesk

Single Sign-On (SSO)

  • Google SSO
  • Okta SCIM
  • Okta SSO
  • Azure SSO

Other Integrations

  • Abstrakt
  • Assembled
  • Balto
  • Gmail
  • Gryphon
  • Kindly
  • outboundANI
  • SIP
  • Five9
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Customer.io

Send contact and event data to Regal using Customer.io workflow webhooks

    • Sending Data from Customer.io to Regal
    • Creating New Contacts
    • Updating OptIn Information
    • Sending Events