How It Works

Up and running in
three simple steps.

AI_Phone connects directly to your existing phone number via VoIP. Configure your AI agent, attach it to an extension, and every inbound call is handled automatically from day one.

The Full Flow

From setup to live call — visualised.

Three quick setup actions, then AI_Phone takes over. No hardware changes, no downtime.

STEP 01
Create your AI agent
Configure name, voice, persona & call logic in the control panel
Greeting & tone FAQ answers Call transfer rules CRM & calendar sync
STEP 02
Create a phone extension
Enter VoIP / SIP credentials provided by your telecom provider
SIP username SIP password SIP server / host
STEP 03
Assign the AI agent to the extension
Link your configured agent — it is now live on that number
✓ Extension is now live
📞 Incoming call arrives
AI agent answers & processes the call
The agent acts according to its configuration — instantly, 24/7
📅
Book appointment
Calendar integration
💬
Answer queries
RAG / knowledge base
📋
Collect & log data
CRM push / database
🔀
Transfer call
Internal or external
Call recorded  ·  Stats updated  ·  CRM synced
Step by Step

Everything explained.

Each step is handled inside your AI_Phone control panel — no developer needed.

Step 01
🤖
Create your AI agent

Inside the AI_Phone control panel, build your virtual receptionist from scratch. Define its name, choose a voice, write its persona, and configure exactly how it should handle callers — using our built-in prompt engineering tools.

Greeting & tone FAQ answers Call transfer logic Calendar booking CRM integration
Step 02
🔌
Create a phone extension

Add an extension using the VoIP credentials supplied by your telecom or SIP provider. No hardware changes required — simply enter your SIP username, password, and server host into the control panel. Setup takes minutes.

SIP username SIP password SIP server host Any VoIP provider
Step 03
🔗
Assign the agent to the extension

Select the AI agent you created and link it to your extension in one click. From this moment, every inbound call to that number is routed to your AI agent — which answers, processes, and acts instantly according to its configuration.

Instant activation 24/7 coverage Zero hold time 100% calls answered
What Happens on Every Call

Your agent handles it all.

📅
Book Appointments

Checks availability and books directly into your calendar — for any employee.

💬
Answer Questions

Pulls accurate information from your knowledge base or CRM via RAG.

📋
Collect Caller Data

Captures names, contact details and reason for calling — logged automatically.

🔀
Transfer Calls

Routes to the right person or department — internally or externally.

📊
Record & Report

Every call is recorded. Live statistics and summaries in your dashboard.

Ready to Get Started?

See AI_Phone live in 30 minutes.

Book a free demo and we'll walk you through the control panel, configure a test agent on the spot, and show you exactly how it would work for your business — no obligation.