Inbound Phone Calls

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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 Vapi or Retell AI
   • Assign the number to your agent in the Deploy tab.
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 leads in your connected CRM
   • Auto-book calendar appointments via tools like Google Calendar, GHL, or Cal.com
   • Store call logs, summaries, and transcripts under Call History.