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Core concepts

Agents, campaigns, contacts and calls, and the states each moves through.

Agents

An agent is the AI on the phone. It has:

  • a name it introduces itself with, and a greeting spoken word for word when the call connects;
  • a prompt describing who it is and how to handle the call, plus an optional call purpose;
  • a voice and language (see GET /voices);
  • tools it may use during a call, such as taking a message, scheduling a callback or placing an order;
  • optionally, knowledge-base documents it answers questions from.

An agent's direction is outbound (it makes calls) or inbound (it answers a phone number). Its status is offline, active or paused. Outbound campaigns can use any agent. An inbound agent only answers calls while it is active.

Tools

ToolWhat the agent can do
take_messageRecord a message for your team.
schedule_callbackAgree a better time to call back.
transfer_callHand the call to a person.
search_knowledge_baseAnswer from your uploaded documents.
gather_requirementsSave what the caller needs as a document in your knowledge base.
place_orderTake an order; it arrives in the call's order_details.
summarize_callRecord a summary and outcome at the end of the call.
check_availability, book_appointmentFind an open slot and book it on your connected booking calendar.
lookup_in_sheet, append_to_sheetRead from or add rows to a connected Google Sheet.
detected_answering_machineLeave a short message and hang up when voicemail answers.

An empty tools list means every tool is available. Ending the call is always available.

Campaigns

A campaign is one agent calling a list of contacts. Its status moves through:

StatusMeaning
draftCreated, nothing dialed yet.
runningLaunched; contacts are being called.
pausedDialing stopped. Launch again to resume.
completedEvery contact has been called.

campaign_prompt adds instructions for one campaign only, for example "Mention the Diwali offer", without editing the agent.

Contacts

Each person in a campaign. Their status:

StatusMeaning
pendingNot dialed yet.
initiatedDialed; the call is ringing or in progress.
completedThe call happened.
no_answerNobody picked up.
busyThe line was busy.
failedThe call couldn't be placed or connected.

Anything you send in a contact's extra is stored with it and returned on its calls.

Calls

One conversation, made or answered by an agent. A call has a call_id, a status, timings and duration_seconds, and, when the agent records them, an outcome and a summary. Fetch a single call for its full transcript. If it was recorded, has_recording is true and GET /calls/{call_id}/recording-url returns a temporary link to the audio.

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