✨ Meet Your smrtAgent
The Inbound AI Agent - smrtAgent is now live - in Beta, bringing a powerful new intelligence layer to your call flows.
When no one from your team can answer, the smrtAgent steps in immediately. It holds natural conversations, gathers key lead information, and takes smart, predefined actions without placing the caller on hold or causing frustration.
It integrates smoothly into your existing flow, just like any other step, alongside menus, routing, voicemail, and SMS. You can tailor the experience with custom greetings, fallback behaviors, and industry-specific Q&A templates from a clean, dedicated UI.
Whether qualifying a lead, collecting contact details, routing a call, or setting Do Not Call preferences, the Agent handles early-stage interactions and passes the conversation to a team member when it makes sense. It can even schedule meetings or trigger webhook events.
Customize the smrtAgent
Head to Admin Dashboard > AI Flows. Here, hit ➕ New smrtAgent to start customizing your new AI Inbound Agent.
When you land on the new page, you can start configuring the setup, including the Agent's Identity.
Setup:
Language - Choose the language for your virtual assistant: English or Spanish
Voice - Choose among different pitches and tones. Listen to each and choose your favorite or the one that suits your style best.
Company Identity - Select the identity from the ones available on your account.
Conversation Introduction - Is the first impression the virtual assistant can make for your business. The introduction is crucial, so please choose the right speech. The assistant will read and deliver the message you wrote in a natural, welcoming tone.
Conversation Closure - Type a text for your agent to read to your caller at the end of the conversation. The smrtAgent will not improvise the Introduction and the Closure; it's up to you to write them as you like.
Fallback User - If a technical issue arises, the system can route the call to a smrtPhone user. You can pick them from the drop-down menu available here.
Save your smrtAgent, your virtual assistant, and then you can find it among the list of Agents.
AI Agent Tools:
Choose the tools your AI can use during calls to perform tasks or hand off conversations when needed:
Create contact - The smrtAgent will create a contact for you in your CRM or
Schedule a Follow-up Meeting - When the caller asks for a meeting or an appointment, it will open the account's calendar for proper scheduling. The agent you set as responsible for the meetings in AI Tools will get a notice before the event.
Business Hours - Connects scheduling meeting with the actual availability. You are be able to select the exact hours when a meeting can be scheduled.
Get Property Info - This will populate the contact with the property information available in the conversation, both from the API and from the caller's details.
Transfer Call - You can set a smrtPhone or an external phone number to be available when the caller asks for a transfer.
Gather Details - Specify to your smrtAgent what information is relevant for you to be gathered during the conversation.
Customize Call Flows
Once you finish with the AI Inbound Agent, you can set it in any call flow you want. Head to Call Flows and start customizing it as you did with any flow, using the AI Call Flow.
Alternatively, you can purchase a new phone number on the spot while configuring your smrtAgent and start customizing its call flow.
How is Working
Based on the flow you set, the inbound call will follow the exact set route. The AI Agents can be customized anytime, but not during the calls. You will get the conversation's outcome in your system:
Added a contact to DNC - When a caller explicitly asks not to be called again, their phone number will be added to the Do Not Call List.
Created a Contact - Will create a contact based on the phone number of the caller
Gathered information - It will collect the specific information you trained it to do, in the exact format you requested.
Scheduled a follow-up meeting - Will schedule a meeting or an appointment based on your specific instructions, with the right pre-set user, at the right time available.
Agent's Activity
Check smrtAgent's activity by clicking on it in the list of agents that you have built. You can see how many calls it handled, transfers, scheduled events, and also details on calls.
These call details are also visible in Call Logs. If you are searching for specific calls or agents, you should use the filters available in the Call Logs dashboard.
Usage and costs
You can view all costs on your usage page at any time. smrtAgent is charged $0.25/minute for each call received.
Your feedback matters to us, so please head up to your smrtAgent and let us know your thoughts! ✨
