ConvertIQ Documentation
Learn how to use ConvertIQ's AI-powered voice calling platform to automate outreach, qualify leads, and scale your sales operations.
Core Components
ConvertIQ is built around three core components that work together to deliver intelligent voice conversations.
Lead Management
Import, organize, and track prospects with comprehensive lead data and interaction history.
AI Voice Agents
Create intelligent agents that conduct natural conversations with prospects using advanced AI models.
Analytics & Insights
Track performance, analyze conversations, and optimize your outreach strategy with detailed reports.
How it works together
Import leads → Configure AI agents → Launch campaigns → Analyze results → Optimize performance
Quickstart Guide
Get up and running with ConvertIQ in just a few minutes.
Get your API credentials
Navigate to Settings → User Configuration to copy your ConvertIQ UUID. This is your unique identifier for API calls.
Open Settings →Create your first AI agent
Build an AI voice agent that will handle your outreach calls with natural conversation capabilities.
Create Agent →Import your leads
Upload your prospect list or use our API to programmatically add leads to your account.
Manage Leads →Launch your first campaign
Start making automated calls to your leads and watch the conversations unfold in real-time.
Create Campaign →Platform Overview
Understanding ConvertIQ's core features and how they work together.
Lead Management
Comprehensive lead tracking with contact history, interaction logs, and automated lead generation tools.
- • CSV import and data management
- • Contact history tracking
- • Lead scoring and qualification
- • Automated lead generation
AI Voice Agents
Create intelligent agents that conduct natural conversations using advanced AI models and human-like voices.
- • Powered by GPT-5 and GPT-5.1
- • 11+ realistic voice options
- • Custom prompts and variables
- • Calendar booking and transfers
Campaigns & Calling
Launch automated calling campaigns with intelligent retry logic and real-time monitoring.
- • Automated campaign execution
- • Voicemail retry system
- • Real-time call monitoring
- • Call recording and transcripts
Analytics & Insights
Detailed performance analytics with conversation insights and optimization recommendations.
- • Real-time dashboard metrics
- • Conversation sentiment analysis
- • Success rate tracking
- • Daily AI-generated insights