AI & Integrations | Workspace
Set up AI phone and voice features
Configure call answering and outbound calling with clear rules, consent, escalation, and test calls.
Sign in to your company workspace to use the related controls.
What this section includes
- Choose the phone use case
- Connect the number and provider
- Define call behavior
- Add compliance controls
- Run test calls
Start-to-finish instructions
Choose the phone use case
Decide whether AI will answer inbound calls, make permitted outbound calls, or both.
Connect the number and provider
Verify the provider connection, number ownership, caller identity, hours, and usage billing.
Define call behavior
Add company facts, supported services, service area, booking rules, escalation contacts, and prohibited actions.
Add compliance controls
Configure consent, identification, recording disclosure, quiet hours, opt-out, and do-not-call handling for your jurisdiction.
Run test calls
Test common questions, quote scheduling, unavailable times, transfer, voicemail, opt-out, and failure behavior before enabling live traffic.
Helpful tip: Never enable outbound campaigns until consent, suppression lists, and applicable calling rules have been reviewed.
What success looks like
- The record is saved, the status is correct, and the next person can see what to do without asking for missing details.
Common problems
- If a button or page is unavailable, confirm your company, plan, role, and the status shown on the page before retrying.