Operations

Phone calls

A real number that your character answers — with the same voice, knowledge and rules it uses everywhere else.

Telephony puts your character on the end of a phone line. Someone dials the number, the character picks up and greets them, and the conversation runs through exactly the same pipeline as a kiosk or a website chat: its own voice, its own model, its documents, its memory, its tools. Nothing about the character is special-cased for the phone.

Telephony is an Enterprise feature. On other plans the page shows an upgrade card, and inbound calls are declined at the carrier rather than answered.
Telephony call centre page with call statistics, outbound dialer, bulk campaign box, number list and call history table
The call centre: statistics, a dialer, bulk campaigns, your numbers, and the full call history.

What you need first

IAMX does not sell phone numbers — you bring your own from a carrier (Telnyx), which keeps the number, the billing and the regulatory side in your name.

  1. Buy a number in your carrier account.
  2. Create a Voice API application there and set its webhook address to the one shown on the character's Telefon tab.
  3. Attach the number to that application.
  4. Tell IAMX your carrier credentialscontact support and they are installed for your workspace.

Setting up a character to answer

Open the character, go to the Telefon tab, and fill in three things:

FieldNotes
EnabledOff means calls to this number are declined. Use it to take a line out of service without releasing the number.
Phone numberFull international format, starting with + — for example +902125550100. This is used both to route incoming calls and as your caller ID when dialling out.
GreetingThe first sentence the character says when it picks up, in its own voice. Leave it blank for a default.
Write the number in proper international format. Two characters must never share a number, and a number written a different way from the one the carrier reports will simply not match — the call is declined and you are left wondering why.

Save, then call the number from your own phone. You should hear the greeting within a couple of rings.

The call centre page

PanelWhat it gives you
StatisticsTotal calls, inbound, outbound, and the average length.
Make a callPick a character, type a number, press Call — that character rings the number and starts the conversation.
Bulk campaignPaste a list of numbers, pick the character, and it works through them one at a time.
NumbersWhich number belongs to which character, and whether the line is live.
Call historyDirection, the other party, the character, when, how long, how many exchanges — and the full transcript of every call.

Bulk campaigns

Paste numbers separated by new lines, commas or semicolons, up to two hundred per batch. Calls are placed one at a time with a few seconds between them, so the campaign starts immediately and works through the list in the background.

Outbound calling is regulated and the responsibility is yours. You need the consent of the people you are calling, and you must respect their local rules on marketing calls and recording. A campaign cannot be cancelled from the panel once it starts, so test with your own number first.

Reading the transcripts

Every call is recorded as a conversation like any other, so the Transcript link opens the whole exchange, line by line. This is the fastest way to find out why a call went wrong — usually it turns out the character was asked something it had no document to answer from, which is a fix on the Knowledge Base tab rather than anything to do with the phone.

Making it sound good on the phone

Phone audio is narrow and noisy, and callers are less patient than website visitors. Three settings matter more here than anywhere else:

When something goes wrong

What you seeWhat it usually is
The number rings out or is declinedThe character's Enabled switch is off, the number is written differently from the carrier's version, or the plan is no longer Enterprise.
Dialling fails immediatelyCarrier credentials are missing, or you pressed Call before saving the number.
The caller is heard badly / the character mishearsPhone audio is far poorer than a microphone. Keep answers short and check the transcript to see what it actually heard.
Outbound calls show the wrong caller IDThe character has no number saved of its own, so the workspace default was used.

Where to go next

Give it your documents

Knowledge & tools →

Tune the voice

Language & Voice →

Review the calls

Sessions & analytics →