VZFLO Help Center

Run your AI operations workspace with confidence.

Step-by-step guides for answering customer calls with voice agents, automating back-office work with workspace agents, connecting inbox and calendar workflows, and keeping business data organized in datasets.

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1 Connect an HVAC Service Customer Dataset to a Voice Agent Create an HVAC service customer list, attach it to a voice agent, and let the assistant look up or create tentative service dates. 2 Create an Airbnb Booking Form for Voice Agent Context Create a booking dataset, publish a data-entry form, and let a voice agent answer guest questions with verified booking details. 3 Give a Voice Agent Customer Service Date Context with Datasets Create datasets and forms that let a voice agent look up customers by phone number, answer service-date questions, and use ZIP code route dates as helpful call context.

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Product guides

1 article

For business owners

Practical guides for owner-operated companies using VZFLO to protect reputation, capture leads, and follow up faster.

2 articles

Voice agents

Launch, test, train, and operate AI phone agents.

2 articles

Workspace agents

Use mailbox, calendar, and event-triggered agents to automate follow-up.

4 articles

Datasets

Create workspace tables that people and agents can read or update.

2 articles

Integrations

Connect external tools and data sources to agents and workspace workflows.

2 articles

Inbox and calendar

Forward email, read attachments, and manage workspace calendar events.

All articles

Setup walkthroughs

Datasets · 10 min

Connect an HVAC Service Customer Dataset to a Voice Agent

Create an HVAC service customer list, attach it to a voice agent, and let the assistant look up or create tentative service dates.

Datasets · 11 min

Create an Airbnb Booking Form for Voice Agent Context

Create a booking dataset, publish a data-entry form, and let a voice agent answer guest questions with verified booking details.

Airbnb Dataset forms Voice agents Datasets · 12 min

Give a Voice Agent Customer Service Date Context with Datasets

Create datasets and forms that let a voice agent look up customers by phone number, answer service-date questions, and use ZIP code route dates as helpful call context.

Dataset forms Voice agents Customer service Service dates Datasets · 7 min

Use Datasets for Workspace Tables

Create spreadsheet-style workspace tables and give workspace agents permission to read or update them.

For business owners · 8 min

Answer Customer Calls When You Are on the Job

Use a smart voice agent for a sole proprietor service business so missed calls are answered, customer questions are handled, and follow-up messages are emailed to the owner.

Missed calls Sole proprietor Service business AI phone answering Inbox and calendar · 5 min

Forward Email to Your Workspace Inbox

Find your workspace email address, forward mail into VZFLO, and see messages and attachments on the Mail page.

Inbox and calendar · 7 min

Send Email to Your Workspace with a Custom Integration

Generate a Mail API key, copy the ingest URL, and post email records into the VZFLO workspace mailbox.

Integrations · 10 min

Connect Zapier and n8n to VZFLO

Set up Zapier or n8n integrations that post inbound events to VZFLO, trigger workspace agents, and receive outbound VZFLO events.

Zapier n8n Integrations · 8 min

Create and Manage Custom Tools for Voice Agents

Create a reusable external tool, attach it to a voice agent, and safely delete it after removing it from agents.

Voice agents · 8 min

Set Up Voice Agent Programming Over the Phone

Enable passphrase-protected phone training so trusted users can update agent behavior during a call.

Voice agents · 7 min

Set Up a Voice Agent

Create, configure, test, and launch a VZFLO voice agent for inbound calls.

Workspace agents · 9 min

Build a Workspace Agent that finds bills in your email, organizes them, and saves them to a dataset.

Build an agent that searches bill and invoice emails, extracts payment timing, and writes structured rows to a Bills dataset.

Workspace agents · 10 min

Run a Workspace Agent When Email Arrives

Create an event-triggered workspace agent that reads incoming email and maintains a payroll calendar event.