Answer business calls
Choose the customer-facing employee that answers the number. Give it the instructions and customer-facing information that fit the job.
A voice on your business line
You can only take one call at a time.
Your AI employee can answer calls to your assigned business number and talk through customer questions using the information you have given its customer role.
A customer calls your business
- Assigned number
- The call reaches your business
- Customer employee
- Answers using its business role
- Conversation
- Questions and answers by voice
- Customer inbox
- A record your team can review
Deliver a scheduled message
Ask your internal employee to call a named recipient at a future time with a specific message. The scheduled call is a separate job from answering incoming customers.
Connect WhatsApp calling
Eligible connected business WhatsApp numbers can also receive customer calls through a customer-facing employee.
Put it to work
Start with the job you already have.
- 01
Set up the number
Activate an eligible assigned business number and the calling features for your account.
- 02
Choose who answers
Select the customer employee, enable voice and give its role the business documents it should use.
- 03
Test your customer questions
Call the number and try the everyday questions your team receives. Adjust the role’s instructions and information as needed.
Calling requires an eligible number, voice access, the relevant add-on and credits. WhatsApp calling also needs a connected business number and permissions. Scheduled outbound calls follow opt-out and sending limits; use them for a specific permitted call.
A couple of useful details
Before you get started.
Is this a real telephone call or browser voice?
Calls to the assigned business number use the telephone network. Talking to your internal employee by microphone in the dashboard is a separate feature.
What does a scheduled outbound call do?
You provide the recipient, a future time and what the employee should deliver. That call uses the supplied message, separate from your internal employee’s private tools and memory.
Make room in your day
Give it one real job.
Try the free email drafter, or bring your workflow to a demo.
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