Phone Agent Integration

Agent Name

Agent Type

Business Name

Phone Number Your Twilio phone number

Voice Personality

Business Hours

Transfer Number (Optional) Number to transfer calls when agent can't help

Keywords (Optional) Comma-separated keywords this agent should respond to

🚀 Getting Started with Phone Agents

Phone agents use AI to handle calls automatically. Here's what you need to know:

Phone agents are AI assistants that can:

Answer incoming calls automatically
Understand speech and respond naturally
Handle common questions and tasks
Transfer calls to humans when needed
Keep records of all conversations

Think of it like: Having a smart receptionist who never sleeps and can handle multiple calls at once!

🛟 Customer Support

Handle complaints, answer FAQs, troubleshoot issues

💰 Sales Agent

Qualify leads, provide quotes, schedule demos

📅 Appointment Booking

Schedule appointments, send reminders

🍕 Order Taking

Take food orders, process payments

What You Need:

Twilio Account: Sign up at twilio.com
Phone Number: Purchase a Twilio phone number
API Credentials: Get your Account SID and Auth Token

Cost: Twilio charges about $0.0225 per minute for voice calls. A 5-minute call costs roughly $0.11

Setup Process:

Add your Twilio credentials to your environment
Choose an agent template (Customer Support, Sales, etc.)
Configure your business details and voice preferences
Test the agent to make sure it works
Start receiving calls!

Best Practices:

Start Simple: Begin with one agent handling basic inquiries
Monitor Calls: Review call transcripts regularly
Update Responses: Add custom responses for common questions
Set Transfer Rules: Always provide a human fallback option
Track Performance: Watch call success rates and customer satisfaction

Pro Tip: Use different agents for different purposes (support vs sales) to provide specialized experiences

📞 Phone Agent Integration

Phone System Status

Your Phone Agents

No Phone Agents Yet

🛟 Customer Support

💰 Sales Agent

📅 Appointment Booking

🍕 Order Taking

📞 Phone Agent Integration

Phone System Status

Your Phone Agents

No Phone Agents Yet

Create Phone Agent

Quick Setup Phone Agent

📞 Phone Agent Setup Guide

🚀 Getting Started with Phone Agents

Step 1: What Are Phone Agents?

Step 2: Common Use Cases

🛟 Customer Support

💰 Sales Agent

📅 Appointment Booking

🍕 Order Taking

Step 3: Requirements & Setup

What You Need:

Setup Process:

Step 4: Management Tips

Best Practices:

Agent Details