Update dashboard directions (#1359)

* Updated images and dashboard directions

* docs: clarify dashboard setup steps

* Updated directions

Author: stephenvapiai

fern/assistants/call-recording.mdx

@@ -136,7 +136,7 @@ The consent assistant runs without generating artifacts, while the main assistan
   </Step>
 
   <Step title="Publish the assistant">
-    Select **publish** in the unsaved-changes message to apply the update.
+    Select **Publish** in the assistant header. Review the changes, then select **Next**. Enter a **Version Name** and, optionally, a **Description**. Select **Publish** to make the assistant version current.
   </Step>
 </Steps>
 

fern/assistants/end-call-phrases.mdx

@@ -33,7 +33,7 @@ Avoid unnecessary punctuation and whitespace inside a phrase. A short phrase suc
   </Step>
 
   <Step title="Find the end call settings">
-    In the assistant editor, open the **Advanced** tab and find **End Call Message** and **End Call Phrases**.
+    Open the **Advanced** tab and expand **Messaging**. Find **End Call Message** and **End Call Phrases**.
 
     <Frame caption="End Call Message and End Call Phrases in the Advanced tab">
       <img src="/static/images/tools/hang-up/06-end-call-phrases.png" alt="Vapi Dashboard Advanced tab with End Call Message set to Goodbye and End Call Phrases set to Thanks for calling. Goodbye." />

fern/calls/assistant-based-warm-transfer.mdx

@@ -57,8 +57,16 @@ Create a reusable transfer call tool, configure a phone-number destination, and
         Enter the **Message to Operator**. Under **Fallback Plan**, set the message spoken to the customer when the transfer fails and choose whether to end the call. Under **Summary Plan**, choose whether to generate a conversation summary for the operator.
       </Step>
 
-      <Step title="Save and add the tool to the assistant">
-        Click **Save**. Open **Assistants**, select the original assistant, and add the tool from the assistant's **Tools** section. Update the system prompt with the conditions for starting the transfer, then save the assistant.
+      <Step title="Publish the tool">
+        Select **Publish** in the tool header. Review the changes, then select **Next**. Enter a **Version Name** and, optionally, a **Description**. Select **Publish** to make the tool version current.
+      </Step>
+
+      <Step title="Add the tool to the assistant">
+        Open **Assistants** and select the original assistant. In the assistant's **Tools** section, select **Add tool** and choose the transfer call tool. Update the system prompt with the conditions for starting the transfer.
+      </Step>
+
+      <Step title="Publish the assistant">
+        Select **Publish** in the assistant header. Review the changes, then select **Next**. Enter a **Version Name** and, optionally, a **Description**. Select **Publish** to make the assistant version current.
       </Step>
     </Steps>
 

fern/calls/voicemail-detection.mdx

@@ -68,7 +68,7 @@ All three providers — **Vapi, Google, and OpenAI** — support **interruption
   </Step>
 
   <Step title="Publish the assistant">
-    Select **publish** in the unsaved-changes message to apply the update.
+    Select **Publish** in the assistant header. Review the changes, then select **Next**. Enter a **Version Name** and, optionally, a **Description**. Select **Publish** to make the assistant version current.
   </Step>
 </Steps>
 

fern/chat/quickstart.mdx

@@ -49,17 +49,14 @@ We'll create a customer support chat for "TechFlow", a software company that wan
 ## 2. Create or Select an Assistant
 
 <Steps>
-  <Step title="Navigate to Assistants">
-    In your Vapi dashboard, click `Assistants` in the left sidebar.
+  <Step title="Open Assistants">
+    In the [Vapi Dashboard](https://dashboard.vapi.ai), select **Assistants**.
   </Step>
-  <Step title="Create a new assistant (or use existing)">
-    - Click `Create Assistant` if you need a new one
-    - Select `Blank Template` as your starting point
-    - Name it `TechFlow Support`
-    - Set the first message to: `Hello! I'm here to help with TechFlow questions. What can I assist you with today?`
+  <Step title="Create or select an assistant">
+    Select **Create Assistant** to create a blank assistant, or open an existing assistant. For a new assistant, select **Edit** beside its name, enter `TechFlow Support`, then select **Save**. On the **Assistant** tab, enter `Hello! I'm here to help with TechFlow questions. What can I assist you with today?` in **First message**.
   </Step>
   <Step title="Configure the system prompt">
-    Update the system prompt to:
+    On the **Assistant** tab, enter the following in **System prompt**:
 
     ```txt title="System Prompt" maxLines=8
     You are a helpful customer support agent for TechFlow, a software company. 
@@ -72,8 +69,11 @@ We'll create a customer support chat for "TechFlow", a software company that wan
     Keep responses concise and helpful. Always maintain a friendly, professional tone.
     ```
   </Step>
+  <Step title="Publish the assistant">
+    Select **Publish**, review the changes, then select **Next**. Enter a version name, review the traffic settings, then select **Publish**.
+  </Step>
   <Step title="Copy the Assistant ID">
-    After publishing, copy the Assistant ID from the URL or assistant details. You'll need this for API calls.
+    Select the copy button beside the Assistant ID in the assistant header. You'll need this ID for API calls.
   </Step>
 </Steps>
 
@@ -357,7 +357,7 @@ The chat API supports the following webhook events through server messaging:
 - **`chat.created`** - Triggered when a new chat conversation is initiated
 - **`chat.deleted`** - Triggered when a chat conversation is deleted
 
-To receive these webhooks, go to your Assistant page in the Dashboard and navigate to "Server Messaging" and select the events you want to receive.
+To receive these webhooks, open the assistant in the [Vapi Dashboard](https://dashboard.vapi.ai). On **Advanced**, enter your endpoint in **Webhook Server** → **Server URL**. Under **Messaging** → **Server Messages**, select `chat.created` and `chat.deleted`. Select **Publish**, review the changes, then select **Next**. Enter a version name, review the traffic settings, then select **Publish**.
 
 These webhooks are useful for tracking conversation analytics, maintaining conversation history in your own database, and triggering follow-up actions.
 </Note>

fern/chat/session-management.mdx

@@ -259,7 +259,7 @@ Sessions support the following webhook events through server messaging:
 - **`session.updated`** - Triggered when a session is updated
 - **`session.deleted`** - Triggered when a session is deleted
 
-To receive these webhooks, go to your Assistant page in the Dashboard and navigate to "Server Messaging" and select the events you want to receive.
+To receive these webhooks, open the assistant in the [Vapi Dashboard](https://dashboard.vapi.ai). On **Advanced**, enter your endpoint in **Webhook Server** → **Server URL**. Under **Messaging** → **Server Messages**, select `session.created`, `session.updated`, and `session.deleted`. Select **Publish**, review the changes, then select **Next**. Enter a version name, review the traffic settings, then select **Publish**.
 
 These webhooks are useful for tracking session lifecycle, managing session state in your own database, and triggering workflows based on session changes.
 </Note>

fern/outbound-campaigns/build-personalized-appointment-campaign.mdx

@@ -87,15 +87,23 @@ For more formatting rules and limits, see [Campaign contact data](/outbound-camp
   <Tab title="Dashboard">
     <Steps>
       <Step title="Create the voicemail tool">
-        In the [Vapi Dashboard](https://dashboard.vapi.ai), go to **Tools** and select **Create Tool**. Choose **Voicemail**, name it `leave_voicemail_for_appointment`, and add a description. Select **Use custom script** and paste the **voicemail script** above, then save the tool.
+        In the [Vapi Dashboard](https://dashboard.vapi.ai), select **Tools**, then **Create Tool**. Select **Leave Voicemail** under **Phone Call Tools**. Name it `leave_voicemail_for_appointment` and add a description. Under **Voicemail Script**, select **Use custom script** and paste the voicemail script above.
+      </Step>
+
+      <Step title="Publish the voicemail tool">
+        Select **Publish** to save the tool configuration.
       </Step>
 
       <Step title="Create the assistant">
-        Go to **Assistants** and create an assistant. Set **First Message Mode** to **Assistant waits for user**, leave the first-message text empty, and paste the **system prompt** above.
+        Select **Assistants**, then **Create Assistant**. On the **Assistant** tab, select **Assistant waits for user** under **First message**, leave the first-message text empty, and paste the system prompt above into **System prompt**.
+      </Step>
+
+      <Step title="Add the voicemail tool">
+        On the assistant's **Tools** tab, select **Add tool** and choose `leave_voicemail_for_appointment`. On **Advanced**, under **Voicemail Detection**, set **Voicemail Detection Provider** to **Off** so automatic detection does not compete with the tool.
       </Step>
 
-      <Step title="Add the tool and publish">
-        Open the assistant's **Tools** section and add the `leave_voicemail_for_appointment` tool. Keep automatic voicemail detection disabled so the two approaches do not compete, then publish the assistant.
+      <Step title="Publish the assistant">
+        Select **Publish**, review the changes, then select **Next**. Enter a version name, review the traffic settings, then select **Publish**.
       </Step>
 
       <Step title="Configure the campaign caller">

fern/outbound-campaigns/quickstart.mdx

@@ -42,11 +42,11 @@ answer.
       </Step>
 
       <Step title="Add the system prompt">
-        In the assistant's **Model** section, paste the **system prompt** above into the system prompt field.
+        On the **Assistant** tab, paste the prompt above into **System prompt**.
       </Step>
 
       <Step title="Publish the assistant">
-        Publish the assistant so the campaign can use it.
+        Select **Publish**, review the changes, then select **Next**. Enter a version name, review the traffic settings, then select **Publish**. The campaign can use the published assistant.
       </Step>
     </Steps>
   </Tab>

fern/phone-numbers/didww.mdx

@@ -37,15 +37,15 @@ slug: phone-numbers/didww
       </Step>
 
       <Step title="Enter the DIDWW number">
-        Enter the number in E.164 format, including the `+` prefix. Leave **Allow non-E164 phone numbers** off, select the **DIDWW Inbound Trunk** credential, and optionally add a label. Then click **Import SIP Phone Number**.
+        Enter the number in E.164 format, including the `+` prefix. Leave **Allow non-E164 phone numbers** off, select the **DIDWW Inbound Trunk** credential created in the [DIDWW SIP integration](/advanced/sip/didww), and optionally add a label. Then select **Import SIP Phone Number**.
 
         <Frame caption="Import the DIDWW number with the DIDWW SIP trunk credential.">
-          <img src="../static/images/quickstart/phone/import-didww-number-dashboard.png" alt="Vapi Create Phone Number form with BYO SIP Trunk Number selected and the DIDWW Inbound Trunk credential chosen" />
+          <img src="../static/images/quickstart/phone/import-didww-number-dashboard.png" alt="Vapi Create Phone Number form with BYO SIP Trunk Number selected and an inbound SIP trunk credential chosen" />
         </Frame>
       </Step>
 
       <Step title="Assign an assistant">
-        Open the imported number, select an assistant under **Inbound Settings**, and click **Save**.
+        Open the imported number, select an assistant under **Inbound Settings**, and select **Save**.
 
         <Frame caption="Assign an assistant to handle inbound calls to the DIDWW number.">
           <img src="../static/images/quickstart/phone/didww-number-assign-assistant.png" alt="Vapi phone number Inbound Settings with an assistant selected to handle inbound calls" />

fern/phone-numbers/telnyx.mdx

@@ -28,8 +28,8 @@ This guide shows you how to import your existing Telnyx phone numbers to the Vap
     Select **Create Phone Number**, then choose **Import Telnyx** under **Phone Number Options**.
   </Step>
 
-  <Step title="Enter the Telnyx number and API key">
-    Enter the number, including its country code, in **Telnyx Phone Number**. Enter your key in **API Key** and, optionally, enter a descriptive **Label**. Then select **Import from Telnyx**.
+  <Step title="Enter the Telnyx number">
+    Enter the number, including its country code, in **Telnyx Phone Number**. If your organization has no Telnyx credential, enter your Telnyx key in **API Key**. When a Telnyx credential already exists, Vapi uses it for the import and omits **API Key**. Optionally, enter a descriptive **Label**. Then select **Import from Telnyx**.
 
     <Frame caption="Import a Telnyx phone number">
       <img src="../static/images/quickstart/dashboard/import-telnyx-number-dashboard-current.png" />