My Agents
Every AI receptionist you've created. Talk, edit, or manage each.
Create an agent
Just the essentials to go live. Everything else (knowledge, bookings, orders, voice tuning) lives in its own tab afterward.
🇺🇸 English
🇪🇸 Spanish (bilingual)
📅 Bookings
🛍️ Orders
Knowledge Base
Teach an agent everything about the business.
Spiders every useful page (up to 15) into one rich knowledge base.
Bookings
Appointments for any business — salon, clinic, contractor, dealership. Checks open slots & writes confirmed bookings to Google Calendar.
Take bookings / appointments
Name
Phone
Email
Service / reason
Address
Interested in
Party size
Company
Vehicle
Tap the fields the receptionist should always ask for. Works for any industry.
Let callers request a specific provider
e.g. a nail salon with 8 techs — add each, and paste their Google Calendar ID to book onto their own calendar (blank = main calendar).
📆
Google Calendar
Connected — checks open slots & writes confirmed bookings here
Orders & Products
Take orders or answer product/price questions — restaurants, stores, e-commerce, anything. Emails you each order.
Take orders / answer product questions
Auto-pulls every product + price from your store. Or upload a CSV (columns: name, price, description):
Offer delivery
Offer pickup
Behavior & Voice
Intent, voice, pacing, messages, transfer-to-human, recording.
🧠 These become the agent's highest-priority rules on every call. (Silence handling — "ask twice before hanging up" — is also enforced automatically.)
Lower = snappier replies (less dead air). Higher = waits longer for you to finish. Barge-in is always on, so it still stops when you speak.
Higher = lets the caller finish (better understanding); lower = snappier.
Keep this LOW (0.3–0.5) for a receptionist — high creativity makes it garble numbers and go off-script. Capped at 0.6 for reliability.
Record calls + transcripts
🇪🇸 Spanish (bilingual) — auto-detect & reply in Spanish or English
On = the receptionist detects the caller's language and answers in fluent Spanish or English, switching live. Big for US markets.
🧠 Remember callers — greet returning callers by name, recall past calls, follow up & re-pitch
On = greets returning callers by name and recalls their history (follow-ups, re-pitch, maintenance reminders). Off = every call is treated as brand new.
Connect this business's Google account so booking confirmations are sent from their email and appointments land on their calendar. Until connected, it uses the platform default.
Not connected.
Phone Number
Give this agent a CallZi number, then connect the client's existing business number by call-forwarding — their customers keep dialing the same number.
The behind-the-scenes number the client's calls forward to. Their customers never see or dial it.
Type the area code you want → we assign a real local number in that area (or the closest one in that state if it's sold out). Leave it blank → a number is auto-assigned. Hit Try another for a different one — the old number is released automatically.
Pick their carrier and how they want calls handled — we generate the exact steps to hand them.
🛟 Only when unanswered (recommended)
📞 Forward all calls
Outbound confirmation texts send from the CallZi number and work day one. Two-way SMS from the client's exact number needs porting (later). On a basic single line, forwarding handles one call at a time — for full "answers everyone at once," use a CallZi number as their primary.
Outbound Calls
Build an agent that calls out — confirms appointments, follows up on leads, or pitches a sale. It has its own rules, separate from your inbound receptionist.
The number your outbound calls come from (your imported Twilio number). One number can power calls for all your outbound agents.
Test it on your own phone first, then run it against your list or your upcoming bookings.
Call Forwarding
Forward to a real person when a condition is met — a different number per case.
The agent transfers the live call to the matching number when the caller's need fits the condition.
Automations
What happens automatically when a booking or order comes in.
🍽️ Restaurant
💻 Online demo/service
🏥 Clinic/appointments
Email confirmation to owner
Every booking/order emailed to the business
Email confirmation to customer
Agent asks for their email and confirms
Send calendar invite to customer
Adds them to the event (great for demos)
Reminder before appointment
Calendar reminder emailed/notified ahead
Website Widget
Add a talk-to-us bubble to any website. Copy this snippet before </body>.
Paste it into your site's HTML. A floating call button appears; visitors tap and talk to your agent — no phone number needed.
Call Logs
Recordings & transcripts of every conversation.
Notifications
Where and when you get alerted.
New booking alerts
Email me on every reservation
New order alerts
Email me on every order
Missed / after-hours call alerts
Know when the AI caught a call you'd have missed
Daily summary
A recap of the day's calls & bookings
Settings
Account, billing & integrations.
Account
Email
PlanPOC · Free
Billing
Subscriptions & usage-based billing activate on the live deployment (Stripe).
Integrations
Dashboard
Overview of your workspace.
0
Agents
EN / ES
Languages
Live
Bookings · Orders