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Documentation API Reference MCP Video Tutorials

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Documentation

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Documentation API Reference MCP Video 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
Drafts & Versioning
Agent Actions
Action Sequences
Personalization
Knowledge Base
Languages
LLM Models
SMS Agent Settings
Voice Agent Settings
- Voice Settings
- AI Call Dispositions

🚀 DEPLOY

CCaaS / SIP Integration
- Application Connect (Twilio Cross-Account Transfers)
Deploy Inbound Voice Agent
Deploy Outbound Voice Agent
Deploy SMS Agent
Deploy Chat Agent
Deploy WebRTC Agents (Headless Mode)
Concurrency

🧪 TEST

Test Audio (Web calls)
Test Logic (Web chat)
Simulation Testing
Variants - A/B Testing
Knowledge Base Testing

📊 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
Epic
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
Regal <> Five9 AI Agent Connect
Five9 Transfer-Aware Dialing

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Microsoft Dynamics 365

This guide describes how to use Microsoft Dynamics as a source for sending your customer profile and event data to Regal using a Microsoft Power App Flows.