Interview Questions

Define the questions the AI agent asks every caller. Drag to reorder. Add pinned options to guide answers and enable rule-based routing.

Knowledge Base

Articles organised by category. The AI agent searches relevant articles to answer callers and can email the full article after the call.

Categories

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Routing Rules

Rules evaluate caller answers and decide where to create the ticket. Evaluated top-to-bottom — first match wins. If no rule matches, the default Jira config is used.

Jira Configuration

Default Jira settings used when no routing rule matches. Routing rules can override the project, type, and priority per call.

Email Summary

After each completed call, an email summary is sent to your team.

AI Agent Profile

Persona and language settings for the AI voice agent.

API Key

Claude AI is built in when using this tool inside Claude.ai — no key needed. Enter your own Anthropic key to use this tool independently.

Vonage Configuration

Credentials for the Vonage Voice API. Used for live inbound calls, routing, and recordings. Stored securely in the database — never exposed to the browser.

Connection Status

Live status of your Vonage account and number routing.

Save credentials above to check status.

WhatsApp Business API

Connect your Meta WhatsApp Business number. The AI agent will handle inbound WhatsApp messages with the same questions, routing rules, and ticket creation as phone calls.

Setup Checklist

Complete these steps in the Meta Developer Portal to go live.

1
Create a Meta App — go to developers.facebook.com/apps, create a Business app, add the WhatsApp product.
2
Get your Phone Number ID and Token — from WhatsApp → API Setup in the App Dashboard. Copy them into the fields above.
3
Register the webhook — in WhatsApp → Configuration, set the Callback URL to the webhook URL shown above, enter your verify token, subscribe to messages.
4
Save credentials above — then send a WhatsApp message to your number to test. Conversation will appear in Call History with channel = WhatsApp.

Confluence

Search Confluence pages live on every call. The AI agent will use matching articles to answer caller questions accurately.

SharePoint

Search SharePoint content via Microsoft Graph API. Requires an Azure App Registration with Sites.Read.All permission.

Public Websites

Add public websites to crawl. The agent will fetch and search these live on every call. Results are cached per site for the configured duration.

Test Search

Try a search query against your configured knowledge sources to verify the connection.

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