Easily create a custom AI agent that can handle conversations, qualify leads, book appointments, and automate client workflows. Create a New Agent Step 1: Log in as Client Account Go to the “Agents” menu under Agent Hub. Click &ldq ...
Prompts are the brain of your AI agent — they define how the agent talks, what it does, and how it guides conversations. This section covers how to manage prompts effectively, customize responses, and integrate logic using dynamic variables and func ...
Actions are the automation tools behind your voice agent. They allow your agent to perform tasks, not just talk, such as booking appointments, transferring calls, sending emails/SMS, and even triggering custom workflows via API. Think of Actions as &ldquo ...
The Book Calendar Action enables your voice agent to automatically check calendar availability and book appointments for callers. If the requested time is unavailable, the agent will suggest alternative time slots. This helps streamline bookings and impro ...
The Extract Info action allows your voice agent to capture and store key details shared by the caller during a conversation. This is useful for collecting structured data like names, contact details, booking info, or custom lead qualifications—autom ...
The Send Post Call Event action lets you automatically send call logs to your external tools, apps, or CRMs after every completed call. This helps centralize data and automate workflows without manual effort. How It Works When a call ends, the system wi ...
Custom Action enables your voice agent to fetch or send data to any external application via real-time API calls. It’s ideal for integrating third-party CRMs, marketing tools, databases, or automation platforms directly within the conversation flow. ...
Handling inbound phone calls is easy and fully automated. Once your agent is connected to a phone number, the AI can instantly answer incoming calls, qualify leads, extract relevant data, and even book appointments — all without human intervention. ...
Inbound Web Calls allow visitors to start a real-time voice conversation with your AI Agent directly from a website or landing page, without dialing a number. It’s the fastest way to capture contacts, qualify them, and schedule appointments. How I ...
An Outbound Call Campaign works like a bulk email campaign — but with real-time voice conversations powered by AI. Use it to engage, qualify, and convert large volumes of contacts at scale, automatically. How It Works 1. Create a Contact List ...