Phone

Texa AI on the phone

Let Texa AI answer your phone line, look things up while the caller waits, transfer to a person with a summary, and follow up missed calls by message.

Help centreUpdated on

Customers call your number and talk to Texa AI, and a person takes over when they need one. Every call is also a conversation in the Phone inbox, with its transcript.

The phone is in early access. Your Texa team connects numbers once your phone line is set up. Talk to us to get started.

Go to Texa AI → Phone.

Numbers

Calls to these numbers reach Texa AI. You can keep your existing line by forwarding it to the number we give you. For each number, set:

  • Procedure set: the procedures Texa AI follows on calls. Usually the same set as your chats.
  • Language: what callers are greeted in.
  • Out of hours: what happens outside your hours, until your team opens.

Transfer to a person

Under Transfer to, choose Add a person or team with their number. When a caller needs a person, Texa AI tells them what the caller said, then connects the call.

Recording notice

Callers are told the call is recorded, before anything else. Write it In these words (optional), or leave it empty for the standard notice. Check with your lawyer before switching it off.

After a missed call

If a caller leaves before being helped, or calls out of hours, Texa AI can message them, so the conversation carries on there. Choose Send by WhatsApp with an Approved template, or by SMS with The message. Set up an SMS inbox first, in Agent and inboxes → SMS.

Outbound calls

Under Outbound calls from, choose the number Texa AI calls from. Campaigns can include a call from Texa AI, such as a payment reminder. See Campaigns.

Try a call in the sandbox

Nothing rings. Texa AI calls a pretend customer who says the lines you write, and you read the transcript.

  1. Choose the Kind of call: a support call, or one of your campaign objectives.
  2. Write What the customer says, one line each.
  3. Start it, and read the transcript as it fills in.

Calls

Calls lists the latest 50. Open one to read its transcript in the Phone inbox. They also appear on the Calls page in the menu.

What it costs

A minute of Texa AI on a call costs 180 credits, line included.