Step 1: Open Call Flow Settings
Navigate to your call flow settings and either:
Create a new call flow
Edit an existing call flow
Step 2: Choose a Call Flow Type
The AI Call Answering Agent can be added to:
Single Forward Call Flow
Round Robin Call Flow
Note: AI agents are not supported in Simultaneous Call Flows.
Step 3: Add the AI Agent to a Single Forward Call Flow
In a Single Forward setup:
Incoming calls will be answered directly by the AI agent
Step 4: Add the AI Agent to a Round Robin Call Flow
In a Round Robin setup:
Add team members to the call flow
Set ring durations if needed
Add the AI agent as the final step in the sequence
Step 5: Place the AI Agent Last in Round Robin
Always place the AI agent as the final option in the Round Robin call flow.
Important:
The AI agent answers immediately when reached.
If the AI is placed first:
Other team members will not receive the call
Step 6: Avoid Using AI in Simultaneous Call Flows
AI agents should not be used in Simultaneous call flows because:
The AI picks up immediately
Other users will not have the opportunity to answer
Step 7: Save the Call Flow
Save the updated call flow configuration.