MakeAutomation

MakeAutomation Voice AI — Documentation

Guides for partners and clients — integrations, onboarding, and platform help.

MakeAutomation Voice AI

Welcome to the MakeAutomation documentation. These guides explain how to connect integrations, onboard clients, and use the voice AI platform.

Who this is for

AudienceWhere to start
ClientsConnect Google Calendar — self-serve from your tenant portal
Partners / operatorsDownload a role-specific Postman collection, or sign in to the dashboard → Runbooks for full SOPs
DevelopersAPI reference (OpenAPI)
  • Connect Google Calendar — OAuth from the tenant portal, no Zapier required
  • Add a knowledge base — upload documents so agents answer business-specific questions accurately
  • GHL embedded portal — available now. Generate an embed URL from the tenant detail page and add it to GHL as a custom menu link (GHL setup guide, Step 5). The login, portal, embed navbar, and tenant widget consistently use the branding assigned by your Platform Admin.

Branding and domains

Brand name, logo, favicon, and accent color can be inherited from your partner or top-level organization, with tenant-specific exceptions applied one field at a time. Only Platform Admin can change branding. A tenant custom domain is a separate exact-host setting: it is never inherited from an organization or partner and cannot grant access to another tenant.

Need operator runbooks?

Partners with dashboard access should use Admin → Runbooks (/admin/docs) for step-by-step SOPs: inbound routing, PBX setup, GHL onboarding, and call verification.

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