Switch your AI agent on for a line
Have your organisation's own AI agent answer calls to a line and hold the conversation.
Where to find it
Settings › Phone lines › Settings › Your AI agent on this line (or step 6 of the Setup wizard)
Open this screen
Steps
- Open Settings › Phone lines and press Settings on the line.
- Under Your AI agent on this line, check the list of what is still missing. Turn on stays greyed out until the line is ready.
- Fix each item: give the line a phone number, set up your AI agent with Set up your AI agent, and so on.
- Press Turn on. The card then says your organisation's own AI agent answers calls to this line.
- To stop, press Turn off: calls to the line ring your team again.
Settings on this screen
| Setting | What it does | Default |
|---|---|---|
| Turn on / Turn off | Whether your AI agent answers this line. Off: calls ring your team. | Off |
Troubleshooting
Turn on is greyed out.
The line is not ready. The yellow box lists what is missing; each item must be fixed first.
It is switched on, but a red box says the agent is not answering.
Something the agent needs went missing after it was switched on. Until it is fixed, calls ring your team. Fix the items listed under it.
The page says "Your plan does not include this."
Answering calls is not part of your current plan. Press Upgrade your plan to see which plan includes it.
Tips
- Try the line on screen with Talk to your line like a phone call before you switch it on.
Good to know
- Only owners, administrators and managers can switch the agent on or off.
Related how-tos
- Phone lines See every phone line, whether your AI agent answers it, and open a line to set its number, AI agent, language, hours and who callers are put through to.
- Setup wizard Set up phone answering in seven steps, one at a time: a phone line and its business hours, your agent's voice, your AI prompt, the knowledge base your agent answers from, who to put through and the rules for calls, a test, then switching your AI agent on.
- Check whether your AI agent answers a line Know at a glance which lines your AI agent answers, which ring your team, and what is still missing.
- Choose which AI agent answers each line When you have more than one AI agent, pick the one that answers each phone line.
- Phone line problems and what they mean Understand each message a line can show about why the AI agent cannot answer or why real calls do not reach it, and fix it.
- Test incoming and outgoing calls Try your line before switching it on: on screen, on your own phone, and with your agent calling a number.