Choose a campaign from the left side or create a new one to open the AI Agent, star-lead follow-up, contacts, scheduling, filter keywords, reports, and daily call limits. Open Inbox from the top bar.
Pick the main goal plus the skills you want this AI agent to use. All skills are enabled by default — uncheck any you do not want available on calls.
Plain-English instructions the AI follows on every call for this campaign. Up to 4000 characters.
When the call hits an answering machine, choose how the AI should respond.
Upload an MP3, WAV, M4A, or OGG up to 8MB. The AI will not speak its own message in this mode — your recording is played instead.
What you want the AI to ask or answer. Pick a row from the dropdown, then edit the question and acceptable answers.
Add the phone numbers the AI can transfer callers to — for example Billing, a manager, or a Spanish-speaking rep. Give each destination a short label and say when the AI should offer it; the AI will pick the best match and bridge the caller.
Numbers are normalized to E.164 on save. The AI only transfers when a condition clearly matches — otherwise it stays on the line and tries to help directly.
Calls a US number so you can hear the agent. Uses the same context as your most recently updated contact’s thread.