Add an inbound specialist for your phone menu
See what inbound AI specialists do, and start adding one for a phone-menu option.
Inbound specialists are not your receptionist: each does one job (for example insurance and billing questions) and gets its calls from a phone-menu option or a transfer rule. Open AI Agents › Inbound and press Add inbound agent: give it a name, keep or pick a voice, write its first greeting and style, then choose the line it answers or No line for now, and press Go live. Then point a phone-menu option at it with the IVR's AI Agent step.
In this video
Step by step
- 1
Inbound specialists are not your receptionist. Each one does a single job, like insurance and billing questions, from a phone-menu option.
- 2
Open one to see its page.
- 3
Use it from a phone menu or from transfer rules, not as your main line.
- 4
A direct line is optional. Most specialists get their calls from the phone menu's AI Agent step.
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Its instructions describe the one job it does.
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To add one, go back to the Inbound list, and press Add inbound agent.
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Give it a name that says its job.
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Next, its voice. Hear sample would play it. We skip that in this demo, and keep Amber.
- 9
Then its first greeting, and its style. Preview greeting would read it aloud. We skip it too.
- 10
Last, the line it answers. Or no line for now, and connect it from a phone menu later.
- 11
Go live creates it. In this demo, we stop here.
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