Call or Chat with an Agent 🤖

Your AI agents are designed to handle customer interactions through multiple channels. Whether through phone calls or text-based chat, they can provide consistent, professional service 24/7.

Call an Agent ☎️

Connect with your AI receptionist through voice calls for a natural conversation experience.

Making a Test Call 📞

To call your AI agent:

1. Navigate to the AI Agents page
2. Ensure your agent has a phone number attached (see Attach Phone Number)
3. Call the phone number from any device
4. Speak naturally with your AI receptionist
5. The agent will respond based on its configured voice settings and system prompt

Live Call Monitoring 👁️

Monitor ongoing calls in real-time:

1. Go to the RTOC (Real-Time Operations Center) section
2. View active calls in the left sidebar
3. Select a call to see the live transcription
4. Follow the conversation as it unfolds
5. Access call details including duration, caller information, and status

Call Takeover Options 🎯

Take control of an AI-managed call when needed:

1. Select an active call from the RTOC dashboard
2. Review the live transcript to understand the context
3. Click the "Takeover" button in the call details panel
4. Allow microphone access when prompted
5. Begin speaking to the caller (your voice replaces the AI)
6. End takeover when you're finished by clicking "Hangup"

💡 Note: For optimal call quality, use a headset and ensure you have a stable internet connection.

Chat with an Agent 💬

Interact with your AI agents through text-based chat for training, testing, or daily operations.

Starting a New Chat 🚀

To begin chatting with your AI agent:

1. Navigate to the Chat section in your team account dashboard
2. Select an agent from the dropdown menu
3. Type your first message in the input field
4. Press Enter or click the send button
5. Continue the conversation with follow-up messages

Chat Features ✨

The chat interface provides several key capabilities:

• Real-time Responses: Get immediate AI replies to your messages
• Multi-Agent Support: Test different agents for comparison
• Message History: Review the entire conversation thread
• Conversation Persistence: Access saved chats later for analysis

Best Chat Practices 🎧

For optimal chat experiences:

• Be Specific: Clear, concise questions yield better AI responses
• Test Edge Cases: Deliberately ask challenging questions to improve your AI
• Use Real Scenarios: Base your test conversations on actual customer interactions
• Regular Testing: Schedule periodic chat sessions to refine your AI's capabilities

Chat Transcripts 📝

Access and analyze conversation records for quality assurance and training.

Viewing Transcripts 📊

To access chat and call transcripts:

1. Go to the Calls section in your team dashboard
2. Browse the list of completed conversations
3. Click on any conversation to view its full transcript
4. Review the complete exchange between your agent and the customer
5. Use filters to find specific conversations by date, agent, or status

Troubleshooting 🔧

Common Call Issues 🛠️

Solutions for typical challenges:

Call Not Connecting

1. Verify the phone number is correctly attached to your agent
2. Check that the agent status is set to "active"
3. Ensure your account has sufficient credits for calls
4. Test the number from a different device

Poor Call Quality

1. Check your internet connection
2. Use a dedicated headset for clearer audio
3. Minimize background noise in your environment
4. Ensure your microphone permissions are enabled

Common Chat Issues 🛠️

Chat or Call Didn't End Properly

If the call or chat didn't end properly, you can end it by clicking the "End Conversation" button in the interface.

Messages Not Sending

1. Check your internet connection
2. Ensure you haven't exceeded your message quota
3. Refresh the page and try again
4. Verify that the agent status is active

AI Not Responding

1. Check that the agent is properly configured
2. Ensure your question is clear and specific
3. Verify you haven't reached token limits on your plan
4. Try selecting a different agent if available

Next Steps

Now that you understand how to call and chat with your agents, learn more about:

• Agent Knowledge Base
• Agent Capabilities
• Agent Management