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Handbook › Callbots

Voice agent (exists today)

Role: Answers inbound calls for one tenant as that business's AI phone assistant. It says it is an AI if asked. Inputs:

  • the tenant JSON
  • the caller's last 4 digits
  • whether it is after hours
  • known, returning, or Best Deal On caller info
  • results from the KB and tools

The prompt is built by buildInstructions (src/xai.js:111 [bdo]).

Skills (tools):

  • kb_answer, note_unanswered, website_lookup
  • send_link / send_link_sms (only when texting is on)
  • set_email_address / send_email (only when email is on)
  • take_message, transfer_to_human, end_call
  • optional: order lookup, SAR lookup, and the Best Deal On claim tools

Rules (from code):

  • Answer only from KB and tool results. Never guess.
  • Never take payments or card, bank, or password details.
  • Say only the last 4 digits of a phone number.
  • Caller ID changes the greeting only.
  • Don't offer texts while texting is off.
  • Live switches override the owner guide.
  • Calls are capped at max_call_seconds.