Setup & integration

Channels to connect

• Voice & phone: Map an existing number or SIP trunk for inbound IVR and outbound dialing. Enable call recording if required by your compliance team.
• Web call: Drop the web-call widget script on your site to let visitors start voice calls from the browser without sharing their number.
• Web chat: Embed the chat launcher to capture leads, triage support, and hand off to a human inbox when needed.
• WhatsApp: Register a WhatsApp Business sender or connect an approved provider to send templates, receive messages, and manage opt-ins.

Authentication & webhooks

• Create an API key for server-to-server calls and store it securely.
• Configure inbound webhooks for lead creation, conversation updates, and escalation events (call connected, voicemail left, chat transferred).
• Provide outbound webhooks/URLs for posting structured outcomes to your CRM, ticketing system, or spreadsheet.

CRM and calendar plumbing

• Map lead fields to your CRM (account, contact, opportunity) or marketing automation platform.
• Connect a calendar provider for scheduling callbacks or demos directly from calls and chats.
• Enable duplicate detection rules so repeated callers or chatters append to the same record.

Deployment checklist

• Number/line verified and reachable from your target regions.
• WhatsApp templates approved for the journeys you plan to automate.
• Web call/chat widgets tested on staging and production origins.
• Webhooks returning a 2xx response with auth headers in place.

Next, teach the AI what to say in /train-agent/.