Inbound Phone Calls

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. ​

How It Works

1. Create an AI Agent.

• Build or import your agent and configure its prompts and actions.

2. Connect a Phone Number

• Navigate to the Phone Numbers section
• Import a number from Twilio
• Assign the number to your agent in the Deploy tab under agent settings.

3. Start Receiving Calls

• The AI will automatically handle all incoming calls on the connected number

• It will greet the caller, ask predefined questions, and complete the conversation

4. After the Call

• Extract information using the #Extract_Info action

• Create or update contacts in your connected CRM

• Auto-book calendar appointments via tools like Google Calendar, GHL, or Cal.com

• Store call logs, summaries, and transcripts under Conversation.

Important