Votel product overview

What is inside Votel? A firsthand feature map

Votel is an all-in-one agency and business platform that combines CRM, conversations, scheduling, automation, websites, payments, attribution, account administration, and AI tools. This page documents what was visible in a live account, where each feature lives, and what still needs verification.

Researched by · Last verified September 13, 2026 · Methodology · We may earn a commission if you join Votel through our links. Details

Quick answer

Votel covers far more than a CRM

Our review mapped 142 visible features, subfeatures, controls, and verification notes across 17 product groups. The platform includes AI Assistant, voice and messaging agents, Email Agents, calendars, contacts, tasks, forms, contracts, communities, payments, websites, funnels, click tracking, AI Brand Kit, AI Image Gen, AI Video, integrations, SaaS configuration, permissions, and activity logs.

How to read this overview

This is a firsthand interface inventory, not a promise that every feature will fit every workflow. Checked in live account means we personally found the item in the working Votel interface. Screenshot documented means we also retained visual evidence of that item. Confirmed with limits means the narrower claim was checked, but it should not be generalized beyond the limitation written beside it. A Votel-specific label means no comparable native HighLevel capability was found in our dated review. It does not mean that a workaround, custom code, or third-party add-on is impossible. Recheck labels keep unresolved items from being presented as facts.

  • Screenshot documented
  • Checked in live account
  • Confirmed with limits
  • Needs a fresh check

Votel-specific differentiators

Capabilities without a comparable native HighLevel equivalent

These are not ordinary feature-list matches. Each combines controls or workflows that we did not find together as a native HighLevel capability during the September 2026 review.

Dashboard flexibility

Start from scratch or choose a purpose-built dashboard

The live Create Dashboard gallery showed 24 ready-made templates on September 13, 2026. Teams can begin with a blank canvas or select layouts for AI agents, appointments, billing, calls, contacts, conversations, email, marketing, sales, subscriptions, tasks, team performance, payments, and website analytics.

  • AI Agent Performance
  • Appointments
  • Billing and Revenue
  • Call Analytics
  • Email Performance
  • Sales
  • Task Productivity
  • Website Analytics
Votel Create Dashboard gallery with multiple template previews
The Create Dashboard gallery offers reusable layouts with visual previews and supports selecting more than one template in a single setup flow. Account identity and surrounding workspace chrome were removed for privacy.
See every dashboard capability
Feature spotlightCalendar Engine

The calendar engine feels like one connected product

This is our firsthand product opinion. Votel brings scheduling, a customizable booking interface, and its own native video conferencing software together in one calendar area. Meeting Rooms is especially notable because the meeting does not have to be handed off to a separate conferencing product.

Focused Votel Meeting Rooms controls for native video conferencing enhanced with AI
A focused view of Meeting Rooms: start instantly, schedule a meeting, create a permanent room, and automatically capture summaries, transcripts, and action items.
One continuous workflow
01

Schedule

Build the appointment

Define how customers book and how your team delivers the service.

  • Five purpose-built booking types
  • One centralized booking storefront
  • Round robin staff assignment
02

Customize

Shape the booking experience

Control the public-facing interface visually and see each choice before publishing.

  • 33 themes and 4 page layouts
  • Custom colors, logo, and cover image
  • Live booking-page preview
03

Meet

Votel-specific

Keep it inside Votel

Move from booking to a native video room without handing the customer to another product.

  • Instant, scheduled, or permanent rooms
  • Recording, playback, and transcripts
  • AI summaries and action items

What can customers book?

Five calendar booking types for five different jobs

Live account verified
Votel bookable type selector showing Meeting, Appointment, Class or Group, Rental, Space or Room, and Storefront
Votel's live bookable selector presents five purpose-built booking types, followed by a Storefront that groups everything offered onto one page. Account navigation and identity were removed for privacy.
Type 01

Meeting

1:1 calls and consultations

Sales calls, discovery sessions, interviews

Type 02

Appointment

Service bookings with clients

Therapy, coaching, consulting, photography

Type 03

Class / Group

Multi-person sessions and events

Yoga, workshops, bootcamps, seminars

Type 04

Rental

Equipment or asset booking

Camera gear, tools, supplies, vehicles

Type 05

Space / Room

Venue or room reservations

Meeting rooms, studios, courts, co-working

Centralized booking page

Storefront

One branded page for everything you offer, including services, team members, class schedules, and packages.

Staff assignment

Round robin scheduling

Assign two or more staff members and rotate new bookings between them. Round robin is a staffing mode, not a separate booking type.

Make the booking experience yours

Choose the layout, theme, colors, and branding visually

These focused interface captures show the controls themselves. Votel pairs each choice with a live booking-page preview so you can see the customer experience while you customize it.

Votel calendar booking page layout selector with four layout choices and live preview
Four booking-page layouts: Side-by-side, Tall, Minimal, and Q&A style, with editable step labels and a live preview.
Votel calendar theme picker showing color themes and a live booking page preview
The theme picker shows named color presets and immediately applies the selected look to the booking-page preview.

A fully integrated experience

The meeting, AI follow-up, and activity record stay connected

Votel hosts the video meeting, automatically creates the transcript, AI summary, and action items, then logs the recorded meeting in Activity with its duration, participants, host, and playback link. That continuity is what makes Meeting Rooms feel like part of one fully integrated platform instead of a collection of disconnected tools.

See every calendar and Meeting Rooms feature

AI workspace

AI Assistant and channel-specific agents

Votel separates its general AI Assistant from agents designed for voice, chat, SMS, and email. Its settings make the available channels and connectors easy to inspect, while Email Agent adds campaign delivery controls, reply classification, suggested or automatic responses, audience waves, win-back capacity, and cooldowns.

Channels

Configure where the assistant can communicate.

  • Telegram
  • WhatsApp
  • Slack
  • Email
  • Discord

Connectors

Connect the assistant to supported services, documentation, and remote MCP servers.

  • Notion
  • Linear
  • GitHub
  • Sentry
  • Stripe
  • Hugging Face
  • Cloudflare Docs
  • Custom remote MCP
Votel AI Assistant page showing assistant tools and workspace navigation
The Votel AI Assistant is a distinct workspace for connected, delegated, and scheduled AI work.
Votel AI Assistant channel options for Telegram, WhatsApp, Slack, Email, and Discord
The live channel picker showed Telegram, WhatsApp, Slack, Email, and Discord.
Votel AI Assistant connector catalog
The live connector catalog included Notion, Linear, GitHub, Sentry, Stripe, Hugging Face, Cloudflare Docs, and custom remote MCP connections.
Votel agent creation options for multiple communication channels
Agent creation begins by choosing a channel and use case.
Votel Email Agent campaign configuration interface
Email Agent controls campaign delivery, response handling, engagement tiers, and automation level.

Voice AI choices

Live account review

2,162 voices, 17 locale options, and a 19-model picker

In the account reviewed on September 13, 2026, Votel exposed 955 Cartesia voices, 1,201 ElevenLabs voices, and 6 OpenAI voices. That is 2,162 public catalog voices before account-specific choices under My Voices. Because these catalogs can change, this is a dated count rather than a permanent promise.

955

Cartesia voices

1,201

ElevenLabs voices

6

OpenAI voices

Custom

My Voices

Count method: the Cartesia filter reported 955 items. The ElevenLabs filter reported 1,202 items because it kept the selected Cartesia voice pinned above 1,201 ElevenLabs results. The OpenAI filter likewise kept that selected voice pinned above six OpenAI choices.

Votel voice picker with Cartesia, OpenAI, ElevenLabs, and My Voices tabs
The voice picker separates three public voice providers from account-specific custom voices. Individual voices include preview controls and language or accent metadata.
Votel language picker with multilingual mode and 17 language options
The live builder explicitly reported 17 selectable language and locale options. Multilingual mode listed ten languages that can be detected and switched within one conversation.

Language choices found in the live builder

The 17 count refers to selectable locale entries, not 17 entirely distinct language families. English, Spanish, Portuguese, and Chinese each include regional or script variants.

  • English: US, UK, Australia, India, New Zealand
  • Spanish: Spain, Mexico
  • Portuguese: Portugal, Brazil
  • Chinese: Simplified, Traditional
  • French
  • German
  • Italian
  • Dutch
  • Japanese
  • Korean

Multilingual mode separately listed English, Spanish, French, German, Hindi, Russian, Portuguese, Japanese, Italian, and Dutch. Votel's language documentation describes broader language coverage and directs users to the current agent-builder dropdown for the full live list.

Votel model picker showing models from OpenAI, Google, Anthropic, and Cloud
The picker footer reported 19 models. Fifteen names were exposed in the reviewed catalog, so this image and list do not invent the remaining four.

Visible model names

OpenAI: GPT-5.2 Chat Latest, GPT-5.4 Mini, GPT-5.4 Nano, GPT-5.5 Pro, GPT-5.6, GPT-5.6 Sol

Google: Gemini 3.1 Pro, Gemini 3.1 Flash-Lite, Gemini 3.5 Flash, Gemini 3.7 Flash

Anthropic: Claude Haiku 4.5, Claude Opus 4.8, Claude Fable 5, Claude Sonnet 5

Cloud: GLM 5.2

Catalog note: Votel's picker displayed “19 models,” while 15 model names were visible in the reviewed UI. The four names not exposed there are intentionally left unidentified until they can be verified.
Feature spotlightEmail Agent

Email Agent makes follow-up feel intelligent and controllable

We populated a controlled demonstration campaign to show more than an empty interface. Email Agent can prepare sends for approval, classify incoming replies, and connect each classification to the next action while the operator chooses how much autonomy to allow.

From reply to next action
01

Control

Choose the autonomy

Decide whether the agent stays off, prepares work for review, or handles approved workflows automatically.

  • Off for manual control
  • Suggest with an approval queue
  • Auto for approved handling
02

Understand

Classify the reply

Interpret what came back before deciding what the campaign should do next.

  • Positive intent or a question
  • Unsubscribe request
  • Auto-reply or out of office
03

Act

Votel-specific

Route the next step

Connect the classification to an operational response instead of leaving the reply isolated.

  • Hand off to an AI agent or email reply
  • Apply tags or update contact fields
  • Unsubscribe when requested
Populated Votel Email Agent campaign draft with content and audience details
A controlled one-contact demonstration shows a real campaign draft, subject, preview, audience, and Reply actions enabled. No email was delivered.
Votel Email Agent positive-intent classification and automated reply actions
The reply workflow can classify positive intent, choose whether to reply or hand off, apply tags, and update contact fields.
Email sending setup: Votel provides a shared Mailgun integration as the system default. From the Sender Identity flow, users can choose that built-in option or connect their own Gmail, Mailgun, SendGrid, AWS SES, or custom SMTP service.
Votel system default Mailgun sender option
Votel's shared Mailgun integration is available as an active system default. The account-specific sender label was replaced for privacy.
Votel email provider choices including Gmail, Mailgun, SendGrid, AWS SES, and custom SMTP
Bring-your-own choices include Gmail, Mailgun, SendGrid, AWS SES, and Custom SMTP.
Explore every Email Agent control

Creation tools

Websites, reusable assets, and AI media

The website builder includes visual editing, pages, files, domains, responsive previews, code, history, reusable sections, and an AI Design Agent. The Library adds files, snapshots, websites, emails, AI Brand Kit, AI Image Gen, and AI Video. Image generation showed Nano Banana, OpenAI, and Ideogram options. Video creation showed text, image, avatar, and script workflows with visible Kling and Runway choices.

Votel website builder with page canvas, responsive preview, and editing controls
The website builder combines visual editing with page, file, domain, code, history, and AI design controls.
Votel snapshot marketplace for reusable workspace assets
Snapshots provide a reusable starting point for account configuration.
Votel AI Video interface with creation modes and model controls
AI Video supports several creation modes, model choices, aspect ratios, duration, and sound settings.

Live catalog check

27 catalog integrations plus 6 ad connections

The catalog checked on September 13, 2026 contained 27 integration entries across social and messaging, payments, analytics, CRM and field services, calendars, Google tools, and productivity. Six separate advertising sign-ins were also visible for Meta, Google Ads, TikTok, LinkedIn, Pinterest, and X. Integration catalogs change, so this is a dated inventory rather than a permanent total.

Social account connections

A dedicated Social Media flow connects accounts for supported publishing, messaging, comment, and comment-to-DM workflows.

  • Instagram DM
  • WhatsApp
  • Facebook Messenger
  • TikTok
  • X
  • Telegram
  • Reddit
  • Bluesky
  • Threads
  • YouTube
  • LinkedIn
  • Pinterest
  • Google Business
  • Discord Social Publishing
  • WordPress

Social connection capabilities

Capabilities vary by platform and are shown on each connection card rather than implied across every network.

  • Publishing
  • Messaging
  • Comments
  • Comment to DM

Snapchat

Shown in the Social Media connection gallery with a Coming Soon label during the September 13, 2026 review.

Other social and messaging integrations

The main integration catalog separately includes database and workflow-oriented connections.

  • WordPress
  • Telegram
  • Supabase
  • X Messaging
  • Discord workflow automation

Payments

Connect payment processing and payout services.

  • Stripe Payouts
  • Checkout.com
  • Braintree
  • PayPal
  • Stripe
  • Authorize.Net

Analytics

Connect analytics and conversion reporting.

  • Google Analytics 4
  • Facebook Conversions API

CRM and field services

Connect migration, CRM, and field-service workflows.

  • Import from GoHighLevel
  • CloseGPT
  • Sweep & Go
  • Workiz
  • GoHighLevel

Calendars

Connect external calendar providers.

  • Google Calendar
  • Cal.com
  • Microsoft 365
  • Outlook

Google and internal tools

Connect Google productivity and media tools.

  • Google Docs
  • Google Tasks
  • Google Chat
  • Google YouTube

Productivity

Connect additional content and communications tools.

  • Brevo
  • Strapi

Advertising connections

Use separate sign-ins for supported advertising networks.

  • Meta
  • Google Ads
  • TikTok
  • LinkedIn
  • Pinterest
  • X

Email delivery options

Choose Votel's system-provided Mailgun integration or connect your own email delivery service through the Sender Identity flow.

  • Built-in Mailgun
  • Gmail
  • Mailgun
  • SendGrid
  • AWS SES
  • Custom SMTP

Dedicated social connection gallery

Social publishing, messaging, comments, and comment-to-DM

Votel manages social accounts in a separate connection flow from the main integration catalog. The live gallery showed 15 available social connections, with capabilities displayed per platform. Snapchat was present but clearly marked Coming Soon, so it is not counted as active.

  • Instagram DM
  • WhatsApp
  • Facebook Messenger
  • TikTok
  • X
  • Telegram
  • Reddit
  • Bluesky
  • Threads
  • YouTube
  • LinkedIn
  • Pinterest
  • Google Business
  • Discord
  • WordPress
  • Snapchat: Coming Soon
Votel social connection cards for Instagram, WhatsApp, Facebook Messenger, TikTok, X, Telegram, Reddit, Bluesky, and Threads
The upper gallery includes Instagram DM, WhatsApp, Facebook Messenger, TikTok, X, Telegram, Reddit, Bluesky, and Threads. Each card shows its supported workflow icons.
Votel social connection cards for YouTube, LinkedIn, Pinterest, Google Business, Snapchat, Discord, and WordPress
The lower gallery includes YouTube, LinkedIn, Pinterest, Google Business, Discord Social Publishing, and WordPress. Snapchat was visibly marked Coming Soon.
Votel Create post composer with account, caption, media, preview, draft, schedule, and publish controls
The social composer supports writing once, selecting connected accounts, adding media, previewing per account, saving a draft, scheduling, or publishing immediately.
Votel social analytics interface with platform, account, source, and date filters
The analytics workspace includes platform, account, source, and date filters. These demonstration figures are visibly labeled Sample Data by Votel and are not presented as account results.
First section of the Votel integrations catalog
Integration catalog, section 1 of 3, captured September 13, 2026.
Second section of the Votel integrations catalog
Integration catalog, section 2 of 3, captured September 13, 2026.
Third section of the Votel integrations catalog
Integration catalog, section 3 of 3, captured September 13, 2026.

Operations and controls

Attribution, deliverability, permissions, phone, and visitor identification

The deeper administrative layer includes click and conversion records, ad and affiliate tools, lead scoring, deliverability controls, team roles, number pools, SaaS configuration, and Visitor ID. These controls matter because an all-in-one platform is only useful if teams can govern access, troubleshoot activity, and understand how records entered the system.

Votel Click Tracking navigation and campaign interface
Click Tracking contains 13 areas spanning campaigns, ads, attribution, affiliates, payouts, clicks, and conversions.
Votel lead scoring settings
Lead scoring is configured from General settings.
Votel deliverability settings
Deliverability controls are grouped with other general account settings.
Votel team role permissions interface
Role settings expose granular create, read, update, and delete permissions.
Votel phone number pools interface
Number Pools sit inside a seven-area phone administration section.
Votel Visitor ID dashboard
Visitor ID includes Dashboard, Visitors, Alerts, Install, and Settings, with limitations disclosed in the interface.
Votel Visitor ID dashboard showing active tracker status and a recent live visitor count
The tracker was active and reported one visitor in the preceding five minutes. No visitor had resolved to a named person or company, so this is evidence of live tracking rather than an identification claim.
Votel Topbar customizer with preview and navigation controls
The Topbar editor supports reordering, hiding, renaming, and adding buttons, with separate Background, Layout, Bar style, and Logo controls.

Complete inventory

Every verified feature and subfeature

Expand each group to see the full inventory. Status labels describe the evidence behind each entry, not a quality score.

Agency workspace and SaaS Configurator

Agency organization and account structure

Votel's agency level is a working account as well as the control layer for client workspaces.

Votel agency-level sidebar with operating tools
Unlike a control-panel-only agency shell, Votel exposes working CRM tools at the agency level.
  • Working agency account

    Contacts, conversations, calendars, and operating tools are available at the agency level.

    Checked in live account
  • Sub-account management

    Client workspaces can be managed from the agency account.

    Checked in live account
  • SaaS Configurator

    Controls branding, domains, plans, invoices, signup, themes, navigation, login, and onboarding.

    Checked in live account
  • AI entry points

    Agents and AI Assistant are presented as separate, complementary entry points.

    Screenshot documented

Dashboard

Dashboards and reporting

Dashboards combine operating metrics with reusable views, a broad template gallery, and sharing controls.

Votel Create Dashboard gallery with multiple dashboard templates
The live Create Dashboard gallery showed 24 ready-made templates plus a Start from Scratch option on September 13, 2026.
  • Spend and usage metrics

    Account-level usage and spend information is visible in dashboard views.

    Checked in live account
  • Multiple dashboards

    Users can maintain more than one dashboard for different reporting needs.

    Checked in live account
  • Dashboard controls

    Edit, share, schedule, duplicate, and delete dashboard views.

    Checked in live account
  • Dashboard templates

    Choose from 24 purpose-built starting layouts or begin with a blank dashboard.

    • AI Agent Performance
    • Appointments
    • Billing and revenue
    • Calls
    • Contacts
    • Email
    • Sales
    • Tasks
    • Website Analytics
    Screenshot documented

AI Assistant

AI Assistant

A workspace-level assistant for prompts, connected services, delegated agents, scheduled work, and generated web apps.

Votel AI Assistant workspace
The AI Assistant brings prompts, connectors, skills, subagents, workers, schedules, and web apps into one workspace.
Votel AI Assistant channel options
The live channel picker showed Telegram, WhatsApp, Slack, Email, and Discord.
Votel AI Assistant connector options
The live connector catalog showed Notion, Linear, GitHub, Sentry, Stripe, Hugging Face, Cloudflare Docs, and a custom remote MCP connector.
  • Prompt library

    Start from reusable prompts rather than a blank conversation.

    Screenshot documented
  • Channels

    Configure where the assistant can communicate.

    • Telegram
    • WhatsApp
    • Slack
    • Email
    • Discord
    Screenshot documented
  • Connectors

    Connect the assistant to supported services, documentation, and remote MCP servers.

    • Notion
    • Linear
    • GitHub
    • Sentry
    • Stripe
    • Hugging Face
    • Cloudflare Docs
    • Custom remote MCP
    Screenshot documented
  • Assistant settings

    Seven settings areas organize how the assistant works and what it can access.

    • Channels
    • Connectors
    • Skills
    • Collections
    • Subagents
    • Memory
    • Preferences
    Screenshot documented
  • Skills and collections

    Organize reusable capabilities and reference material.

    • Skills
    • Collections
    Screenshot documented
  • Subagents

    Delegate specialized work to configured subagents.

    Screenshot documented
  • Scheduled tasks

    Create assistant tasks intended to run on a schedule.

    Screenshot documented
  • Workers and active runs

    Review workers and currently active assistant activity.

    Screenshot documented
  • Web Apps

    Build and manage assistant-created web apps inside the AI Assistant area.

    Screenshot documented

Conversations

Conversations and contact context

The inbox pairs conversations with contact records and operational history.

Anonymized Votel Conversations workspace
The three-panel inbox keeps the conversation, contact context, and operational history visible together. All account-specific data shown here was replaced with sample content.
  • Three-panel inbox

    Navigation, conversation, and contact context remain visible together.

    Checked in live account
  • Contact overview and details

    Review profile, account, and billing context alongside the conversation.

    Checked in live account
  • Tasks, notes, and insights

    Contact work and summarized context are attached to the record.

    Checked in live account
  • Bookings and meetings

    Appointment activity is available from the contact context.

    Checked in live account
  • Runs and form submissions

    Automation history and submitted forms are visible from the contact record.

    Checked in live account
  • Visit activity

    Website activity can be reviewed alongside the contact.

    Checked in live account
  • Linked emails and domains

    Related email addresses and domains can be connected to the record.

    Checked in live account
  • Per-channel do-not-disturb

    Communication preferences can be controlled by channel.

    Checked in live account

Calendars

Calendars and scheduling

Six scheduling areas cover appointments, rooms, social publishing, bookables, packages, and staff.

Votel selector for five bookable types and a centralized Storefront
The live selector offers Meeting, Appointment, Class / Group, Rental, and Space / Room, plus a Storefront for grouping everything offered onto one page.
Votel calendar layout choices
Votel calendar customization includes multiple layout choices and live preview controls.
Votel calendar theme picker
Votel provides named color themes alongside a live preview of the public booking page.
Votel Meeting Rooms native video conferencing interface
Meeting Rooms combines native video calls with automatic summaries, transcripts, action items, instant or scheduled meetings, and permanent room URLs.
Votel social media post composer
The social composer supports account selection, captions, media, per-account preview, drafts, scheduling, and immediate publishing.
Votel social media analytics interface with sample data disclosure
The analytics interface exposes platform, account, source, and date filters. The figures shown by Votel in this empty account are explicitly labeled sample data.
  • Calendar

    Core appointment and schedule management across several views.

    • Day view
    • Week view
    • Month view
    • Team view
    Checked in live account
  • Meeting Rooms

    Run video meetings inside Votel instead of relying on a separate conferencing product.

    • Built-in video
    • Instant or scheduled
    • Permanent room URLs
    • Recording and playback
    • AI summaries
    • Transcripts
    • Action items
    Votel-specific

    No comparable native HighLevel meeting workspace was found combining built-in video rooms, permanent URLs, recordings, transcripts, summaries, and action items.

    Checked in live account
  • Social Media

    Compose, preview, schedule, publish, and review social content from the calendar area.

    • Multi-account composer
    • Caption and media
    • Per-account preview
    • Save draft
    • Schedule
    • Publish now
    • Analytics
    • Platform and account filters
    Screenshot documented
  • Bookables

    Create five purpose-built kinds of customer booking experiences.

    • Meeting
    • Appointment
    • Class / Group
    • Rental
    • Space / Room
    Checked in live account
  • Booking Storefront

    Present services, team members, class schedules, and packages through one centralized branded booking page.

    • Services
    • Team
    • Classes
    • Packages
    Checked in live account
  • Round robin scheduling

    Assign two or more staff members and rotate new bookings between them. This is a staffing mode rather than a separate bookable type.

    Confirmed with limits
  • Packages

    Bundle prepaid bookable services.

    Checked in live account
  • Staff

    Manage staff scheduling and availability.

    Checked in live account
  • Calendar theme customizer

    Customize the booking experience through a visual editor with live preview.

    • 33 themes
    • 4 page layouts
    • Custom colors
    • Logo
    • Cover image
    • Live preview
    Votel-specific

    No equivalent native HighLevel calendar editor was found with this breadth of no-code theme, layout, branding, and preview controls.

    Screenshot documented

Contacts and Tasks

Contacts, pipelines, and tasks

Contact records can be viewed as a table or pipeline, with project-oriented task management nearby.

Anonymized Votel contacts table
Contacts can be managed through table and pipeline views. The records shown here are privacy-safe sample replacements.
Votel tasks workspace
Tasks can be grouped, filtered, assigned, and sliced by project, type, or assignee.
  • Contact table

    A conventional searchable contact view.

    Checked in live account
  • Contact pipeline

    Stages include New, Contacted, Qualified, Proposal, Won, and Lost.

    Checked in live account
  • Projects and assignees

    Tasks can be grouped by project and assigned to team members.

    Checked in live account
  • Task slices

    Review work by project, type, or assignee.

    Checked in live account

Agents and Workflows

Agents, workflows, and Email Agents

Votel combines voice, chat, SMS, workflow automation, and email follow-up controls.

Votel voice picker with Cartesia, OpenAI, ElevenLabs, and My Voices
The live voice picker separates Cartesia, OpenAI, ElevenLabs, and account-specific custom voices under My Voices.
Votel language picker showing multilingual mode and 17 language options
The agent builder explicitly reported 17 selectable language and locale options, plus a multilingual mode that can switch among ten listed languages during one conversation.
Votel AI model picker organized by OpenAI, Google, Anthropic, and Cloud
The live picker reported 19 models. Fifteen model names were visible in the reviewed catalog and are reproduced here without inventing the four names not exposed in the picker.
Votel Email Agent controls
Email Agent combines campaign delivery, reply classification, response actions, autonomy modes, and audience controls.
Populated Votel Email Agent campaign draft
A controlled demonstration campaign shows the content editor, campaign details, test audience, and enabled reply actions. No email was delivered.
Votel Email Agent reply classification and action controls
Reply actions can classify intent, choose a response path, apply tags, and update contact data.
Votel agent creation options
Voice, chat, and SMS agents start from a shared agent creation area.
  • Voice, chat, and SMS agents

    Create channel-specific agents from one agent area.

    Screenshot documented
  • Voice catalog

    The live picker contained 2,162 public catalog voices in the reviewed account on September 13, 2026, plus account-specific custom voices under My Voices.

    • 955 Cartesia
    • 1,201 ElevenLabs
    • 6 OpenAI
    • My Voices for custom voices
    Screenshot documented
  • Language and locale choices

    The live agent builder explicitly reported 17 selectable language and locale options.

    • English: US, UK, Australia, India, New Zealand
    • Spanish: Spain, Mexico
    • Portuguese: Portugal, Brazil
    • Chinese: Simplified, Traditional
    • French
    • German
    • Italian
    • Dutch
    • Japanese
    • Korean
    Screenshot documented
  • Multilingual conversation mode

    A separate mode can detect and switch languages within one conversation.

    • English
    • Spanish
    • French
    • German
    • Hindi
    • Russian
    • Portuguese
    • Japanese
    • Italian
    • Dutch
    Screenshot documented
  • AI model selection

    The live picker reported 19 models. Fifteen names were visible in the reviewed catalog, so the four unexposed names are not inferred here.

    • GPT-5.2 Chat Latest
    • GPT-5.4 Mini
    • GPT-5.4 Nano
    • GPT-5.5 Pro
    • GPT-5.6
    • GPT-5.6 Sol
    • Gemini 3.1 Pro
    • Gemini 3.1 Flash-Lite
    • Gemini 3.5 Flash
    • Gemini 3.7 Flash
    • Claude Haiku 4.5
    • Claude Opus 4.8
    • Claude Fable 5
    • Claude Sonnet 5
    • GLM 5.2
    Confirmed with limits
  • Workflows

    Build automated sequences around account activity.

    Checked in live account
  • Campaigns

    Create and manage outbound email campaigns.

    Screenshot documented
  • Lists and segments

    Choose audiences for campaigns and agent follow-up.

    Screenshot documented
  • Email Agent

    Use an AI agent to assist with campaign replies and follow-up.

    Votel-specific

    No equivalent HighLevel feature was found that combines these campaign, classification, response-action, autonomy, wave, win-back, and cooldown controls in one Email Agent.

    Screenshot documented
  • Delivery choices

    Send now, schedule delivery, or route through Email Agent.

    Screenshot documented
  • Evergreen and expiration controls

    Control whether a campaign continues and when it should stop.

    Screenshot documented
  • Automatic resend

    Configure resend behavior for campaign delivery.

    Screenshot documented
  • Reply classification

    Classify incoming campaign replies before deciding what happens next.

    • Positive intent
    • Question
    • Unsubscribe
    • Auto-reply
    • Out of office
    Screenshot documented
  • Reply actions

    Choose the action applied after a reply is classified.

    • No action
    • AI agent
    • Email reply
    • Unsubscribe
    • Tags
    • Contact fields
    • Custom classifications
    Screenshot documented
  • Off, Suggest, and Auto modes

    Choose the degree of Email Agent autonomy.

    • Off
    • Suggest
    • Auto
    Screenshot documented
  • Engagement tiers

    Organize contacts into sending waves by engagement.

    • Hot
    • Engaged
    • New
    • Cooling
    • Unrated
    Screenshot documented
  • Win-back and cooldown controls

    Reserve win-back capacity, cap dormant contacts, and apply cooldowns.

    Screenshot documented

Activity

Activity and audit history

Twelve activity views separate operational history by event type.

Votel audit log overview
Votel's audit view records account activity with granular event detail.
IP address field in the Votel audit log
IP address is one of the investigation fields visible in Votel's audit history.
  • Calls

    Review call activity.

    Checked in live account
  • Messages

    Review messaging activity.

    Checked in live account
  • Web Sessions

    Review tracked browsing sessions.

    Checked in live account
  • Meetings

    Review recorded video meetings and open their playback records.

    • Duration
    • Participants
    • Host
    • Playback link
    Checked in live account
  • Assistant

    Review AI Assistant activity.

    Checked in live account
  • Balance Activity

    Review account balance events.

    Checked in live account
  • Audit Log

    Review granular account changes and available event details.

    Checked in live account
  • Form Submissions

    Review submitted form activity.

    Checked in live account
  • Bulk Actions

    Review bulk operations.

    Checked in live account
  • Runs

    Review completed or current runs.

    Checked in live account
  • Upcoming Runs

    Review scheduled future runs.

    Checked in live account
  • Spam

    Review activity classified as spam.

    Checked in live account

Forms and Community

Forms, contracts, and communities

Lead capture, electronic agreements, and paid communities have dedicated areas.

Votel Forms and Contracts workspace
Forms and Contracts are separate tabs within the same creation area.
Votel Communities workspace
Communities and their settings have a dedicated workspace, including permanent video-room positioning in the visible empty state.
  • AI-native forms

    Create forms, surveys, and popups with AI-assisted building tools.

    Checked in live account
  • Contracts

    Prepare reusable contract templates and collect electronic signatures.

    Checked in live account
  • Communities

    Create and operate member communities.

    Checked in live account
  • Community settings

    Configure payment routing and plans intended for resale.

    Checked in live account

Payments

Payments

Billing records and commerce objects are grouped under one payments area.

Votel payments and invoices workspace
Payments brings invoices, subscriptions, transactions, products, coupons, and offer links together.
  • Invoices

    Create and manage invoices.

    Checked in live account
  • Subscriptions

    Manage recurring customer billing.

    Checked in live account
  • Transactions

    Review payment activity.

    Checked in live account
  • Products

    Maintain items for sale.

    Checked in live account
  • Coupons

    Create and manage discounts.

    Checked in live account

Click Tracking

Click tracking, offers, and affiliates

Thirteen areas cover campaigns, paid media, attribution, offers, affiliate operations, and conversion records.

Votel click tracking interface
The Click Tracking area spans campaign, advertising, offer, traffic, affiliate, commission, payout, click, conversion, and domain tools.
  • Campaigns

    Organize tracked campaigns.

    Screenshot documented
  • Ads Manager

    Manage connected advertising activity.

    Screenshot documented
  • Audiences

    Maintain marketing audiences.

    Screenshot documented
  • Measurement

    Configure and review measurement.

    Screenshot documented
  • Ad research

    Research advertising activity.

    Screenshot documented
  • Offers

    Manage offers connected to tracked activity.

    Screenshot documented
  • Traffic Sources

    Define the sources that drive tracked visits.

    Screenshot documented
  • Affiliates

    Operate a user-run affiliate program.

    Screenshot documented
  • Commissions

    Review commission records.

    Screenshot documented
  • Payouts

    Manage affiliate payouts.

    Screenshot documented
  • Clicklog

    Inspect individual click records.

    Screenshot documented
  • Conversions

    Review attributed conversions.

    Screenshot documented
  • Domains

    Manage domains used for tracking.

    Screenshot documented

Websites

Websites and funnels

Votel includes website and funnel builders with responsive preview, reusable sections, code access, and an AI design agent.

Votel website builder
The website builder exposes visual editing, responsive preview, files, code, history, and an AI Design Agent.
  • My Websites

    Create and manage full websites.

    Screenshot documented
  • Funnels

    Create and manage funnel experiences.

    Checked in live account
  • Design, Page, Files, and Domain

    Builder areas separate appearance, page structure, source files, and publishing settings.

    • Design
    • Page
    • Files
    • Domain
    Screenshot documented
  • Responsive preview

    Preview layouts across desktop and smaller viewports.

    Screenshot documented
  • Code and history

    Work with code and review prior changes.

    Screenshot documented
  • Save and Share

    Save progress and share the result.

    Screenshot documented
  • Sections and elements

    The builder exposes reusable page-building parts.

    • 16 section categories
    • Elements
    • Popups
    • Wireframes
    • Containers
    Screenshot documented
  • AI Design Agent

    Generate or revise site designs with an embedded AI tool.

    Screenshot documented
  • Website source export

    Source export was verified from the Files area for websites.

    Checked in live account
  • Funnel source export

    Funnel source export is available and was confirmed in the reviewed workflow.

    Checked in live account

Library

Library and AI media

Seven library areas cover reusable assets, snapshots, site and email designs, brand controls, images, and video.

Votel snapshot marketplace
Snapshots package reusable account assets inside the Library.
Votel AI Video interface
AI Video supports text, image, avatar, and script-based creation workflows.
  • Files

    Store and reuse account files.

    Checked in live account
  • Snapshots

    Save and reuse workspace configurations through a snapshot marketplace.

    Screenshot documented
  • Websites

    Maintain reusable website assets.

    Checked in live account
  • Emails

    Maintain reusable email designs.

    Checked in live account
  • AI Brand Kit

    Define reusable brand context for generated assets.

    Checked in live account
  • AI Image Gen

    Generate branded images with Nano Banana, OpenAI, or Ideogram and choose an aspect ratio.

    Checked in live account
  • AI Video

    Create video projects through several generation workflows and visible model controls.

    • Text to video
    • Image to video
    • Talking avatar
    • Script to video
    • Kling
    • Runway
    • Duration
    • Aspect ratio
    • Sound
    Screenshot documented

Referral Program

Votel referral program

Votel's platform referral program is separate from the affiliate programs users can operate under Click Tracking.

  • Platform referrals

    A dedicated area covers referrals to Votel itself.

    Checked in live account
  • Separate customer affiliate tools

    User-run affiliate programs remain under Click Tracking rather than this referral area.

    Confirmed with limits

Settings, Integrations

Integrations and advertising connections

The main catalog, social connection gallery, email delivery options, and advertising sign-ins cover different parts of Votel's integration layer.

Votel integrations catalog
Part of the live Votel integration catalog captured September 13, 2026.
Votel social account connections including Instagram, WhatsApp, Facebook, TikTok, X, Telegram, Reddit, Bluesky, and Threads
The first section of the separate Social Media connection gallery, captured September 13, 2026.
Votel social account connections including YouTube, LinkedIn, Pinterest, Google Business, Discord, WordPress, and Snapchat marked coming soon
The second section of the Social Media connection gallery. Snapchat was visibly marked Coming Soon and is not counted as active.
Votel social media post composer
The composer supports one writing flow with account selection, previews, media, drafts, scheduling, and immediate publishing.
Votel social media analytics with sample data disclosure
Votel includes a social analytics workspace. The displayed demonstration metrics are explicitly labeled sample data in the interface.
Votel system-provided Mailgun email integration
Votel provides a shared Mailgun integration as the active system default.
Votel bring-your-own email integration choices
Users can also connect Gmail, Mailgun, SendGrid, AWS SES, or a custom SMTP server.
  • Social account connections

    A dedicated Social Media flow connects accounts for supported publishing, messaging, comment, and comment-to-DM workflows.

    • Instagram DM
    • WhatsApp
    • Facebook Messenger
    • TikTok
    • X
    • Telegram
    • Reddit
    • Bluesky
    • Threads
    • YouTube
    • LinkedIn
    • Pinterest
    • Google Business
    • Discord Social Publishing
    • WordPress
    Screenshot documented
  • Social connection capabilities

    Capabilities vary by platform and are shown on each connection card rather than implied across every network.

    • Publishing
    • Messaging
    • Comments
    • Comment to DM
    Screenshot documented
  • Snapchat

    Shown in the Social Media connection gallery with a Coming Soon label during the September 13, 2026 review.

    Confirmed with limits
  • Other social and messaging integrations

    The main integration catalog separately includes database and workflow-oriented connections.

    • WordPress
    • Telegram
    • Supabase
    • X Messaging
    • Discord workflow automation
    Screenshot documented
  • Payments

    Connect payment processing and payout services.

    • Stripe Payouts
    • Checkout.com
    • Braintree
    • PayPal
    • Stripe
    • Authorize.Net
    Screenshot documented
  • Analytics

    Connect analytics and conversion reporting.

    • Google Analytics 4
    • Facebook Conversions API
    Screenshot documented
  • CRM and field services

    Connect migration, CRM, and field-service workflows.

    • Import from GoHighLevel
    • CloseGPT
    • Sweep & Go
    • Workiz
    • GoHighLevel
    Screenshot documented
  • Calendars

    Connect external calendar providers.

    • Google Calendar
    • Cal.com
    • Microsoft 365
    • Outlook
    Screenshot documented
  • Google and internal tools

    Connect Google productivity and media tools.

    • Google Docs
    • Google Tasks
    • Google Chat
    • Google YouTube
    Screenshot documented
  • Productivity

    Connect additional content and communications tools.

    • Brevo
    • Strapi
    Screenshot documented
  • Advertising connections

    Use separate sign-ins for supported advertising networks.

    • Meta
    • Google Ads
    • TikTok
    • LinkedIn
    • Pinterest
    • X
    Checked in live account
  • Email delivery options

    Choose Votel's system-provided Mailgun integration or connect your own email delivery service through the Sender Identity flow.

    • Built-in Mailgun
    • Gmail
    • Mailgun
    • SendGrid
    • AWS SES
    • Custom SMTP
    Screenshot documented

Settings

Account settings and administration

Sixteen top-level settings areas cover identity, APIs, billing, data, communications, integrations, SaaS controls, permissions, visitor identification, and labs.

Votel dashboard theme customizer
The Themes editor provides preset themes, light and dark modes, and a custom option without requiring CSS.
Votel sidebar menu customizer
The Sidebar editor supports reordering, renaming, restyling, hiding, and adding items with a live preview. The Topbar editor is available beside it.
Votel Topbar visual editor
The Topbar editor provides a live preview and separate controls for buttons, background, layout, bar style, and logo.
Votel Visitor ID interface
Visitor ID has dedicated dashboard, visitor, alert, installation, and settings areas.
Votel Visitor ID live tracker status
The reviewed account showed an active tracker and one recent live visitor, while correctly noting that no visitor had resolved to a person or company yet.
Votel role permissions
Team roles include granular create, read, update, and delete controls.
Votel number pools
Number Pools are part of the phone administration area.
  • Profile

    Manage account identity and profile details.

    Checked in live account
  • API and MCP access

    The live MCP Tools area reported 318 tools across 23 categories. API Keys provides one public API key plus user-created secret keys, but the interface did not publish a total API endpoint count.

    • 318 MCP tools
    • 23 categories
    • CRM 64
    • Settings 36
    • Assistant 34
    • Click Tracking 28
    • Websites 23
    • Scheduling 20
    • Agents 19
    • Affiliates 14
    • Forms 12
    • Social 10
    • Calls 7
    • Email 7
    • Images 6
    • Library 6
    • Messaging 5
    • Funnels 5
    • Branding 4
    • Dashboards 4
    • Help & Docs 4
    • Activity 3
    • Web 3
    • Analytics 2
    • Sub-Accounts 2
    Checked in live account
  • Billing

    Manage account billing from its dedicated settings area.

    Checked in live account
  • CAN-SPAM, Custom Fields, and Global Variables

    Configure compliance details and reusable account data.

    Checked in live account
  • General

    Control core data, quality, and workspace behavior.

    • Contact deduplication
    • Lead scoring
    • Deliverability
    • Version control
    • Notifications
    • Keyboard shortcuts
    Screenshot documented
  • Integrations

    The main catalog contained 27 integration entries during the September 13, 2026 live review.

    • WordPress
    • Telegram
    • Supabase
    • X (Twitter) Messaging
    • Discord workflow automation
    • Stripe Payouts
    • Checkout.com
    • Braintree
    • PayPal
    • Stripe
    • Authorize.Net
    • Google Analytics 4
    • Facebook Conversions API
    • Import from GoHighLevel
    • CloseGPT
    • Sweep & Go
    • Workiz
    • GoHighLevel
    • Google Calendar
    • Cal.com
    • Microsoft 365 / Outlook
    • Google Docs
    • Google Tasks
    • Google Chat
    • Google YouTube
    • Brevo
    • Strapi
    Screenshot documented
  • Sender identities and email domains

    Configure from-addresses, verify sending domains, use Votel's system-provided Mailgun integration, or connect your own email provider.

    • Built-in Mailgun
    • Gmail
    • Mailgun
    • SendGrid
    • AWS SES
    • Custom SMTP
    • Domain verification
    Screenshot documented
  • Phone

    Seven areas cover number acquisition, compliance, routing, and restrictions.

    • My Numbers
    • Buy Numbers
    • SMS/10DLC
    • Number Pools
    • Transfer Numbers
    • Blocked Numbers
    • Allowed Destinations
    Screenshot documented
  • Roadmap

    Feedback, Roadmap, Changelog, and My Tickets are available together.

    Checked in live account
  • SaaS Configurator

    Ten tabs organize the branded client experience and SaaS setup.

    • Branding
    • Custom Domain
    • SaaS Plans
    • Invoices
    • Signup Form
    • Themes
    • Sidebar
    • Topbar
    • Login Page
    • Getting Started
    Checked in live account
  • Dashboard theme customizer

    Create and apply dashboard themes through a native visual editor.

    Votel-specific

    No comparable native HighLevel dashboard theme editor was found. HighLevel dashboard restyling generally relies on narrower branding controls or custom CSS.

    Checked in live account
  • Sidebar menu customizer

    Customize the client-facing sidebar through a dedicated visual editor with live preview.

    Votel-specific

    HighLevel supports custom menu links and visibility controls, but no equivalent native visual sidebar editor was found.

    Checked in live account
  • Topbar menu customizer

    Customize the client-facing top navigation through a visual editor with live preview and dedicated button, background, layout, bar-style, and logo controls.

    • Reorder
    • Hide
    • Rename
    • Add buttons
    • Background
    • Layout
    • Bar style
    • Logo
    Votel-specific

    No equivalent native HighLevel topbar visual editor was found in the reviewed account.

    Screenshot documented
  • Sub-Accounts, Tags, and Team Users

    Manage workspaces, classification, users, and roles.

    Checked in live account
  • Roles and security

    Role-based CRUD permissions, two-factor authentication, auto-logout, and an Assigned contacts only setting.

    Screenshot documented
  • Assigned contacts only

    Verified for contact access. Full record scoping across every object was not established.

    Confirmed with limits
  • Visitor ID

    Run the website tracker, review recent activity, identify visitors when enrichment resolves, configure alerts, and manage installation.

    • Live tracker status
    • Recent visitor count
    • Dashboard
    • Visitors
    • Alerts
    • Install
    • Settings
    Votel-specific

    No comparable native HighLevel workspace was found that combines visitor identification, visitor records, alerts, installation, and identification settings in this form.

    Screenshot documented
  • Visitor ID limitations

    The interface notes traffic-volume guidance, US individual identification, company-level results elsewhere, and third-party enrichment or consent considerations.

    Confirmed with limits
  • Reputation Management

    Shown as Coming Soon during the September 13, 2026 review, so it is not counted as a currently available capability.

    Confirmed with limits
  • Labs

    Number Port-In was the current item visible during the review.

    Checked in live account

Verification queue

Open verification items

These items should not be treated as confirmed platform-wide capabilities until they receive a fresh live test.

  • AI Assistant web-app export

    The reviewed account showed New web app and Import from GitHub, but it had no existing web app from which to verify a portable source-export workflow.

    Needs a fresh check
  • Full cross-object record scoping

    Assigned contacts only was verified for contacts, not every object type.

    Needs a fresh check

Continue the evaluation

A feature inventory tells you what is present. The next step is to compare implementation depth, operating cost, and migration effort against your actual requirements.

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