Call Tool Integration

Modified on Tue, 9 Jul at 12:30 PM

Insighto.ai’s AI agents seamlessly integrate with the Call Tool, providing two primary functions:

Forward the Call: Forward the call to speak with someone.
Disconnect the Call: Disconnect or hang up the call.

Prerequisites

Insighto.ai account with admin access
Active phone service provider account compatible with Insighto.ai

Setting Up Call Tool

To set up the Call Tool, go to the Tools section under AI Agents from the sidebar. Click on the Set Up button under Call Tool to begin the integration process.

2. The Setup Your Tool dialog box appears. Click on Start New to initiate the configuration.

3. Enter a suitable name for the integration and click Create.

4. Next, select the function for the integration (e.g. forward the call or disconnect the call). Click Save.

5. If you select Forward the Call function, you also need to provide the call forwarding number in the next step. Click Finish.

Linking the Tool to Your AI Assistant

6. Next, you need to assign the tool to the corresponding Assistant. Go to AI Agents > Assistants. If you haven’t created an Assistant yet, click on the Add an Assistant button.

7. In the Add an Assistant dialog box, enter a name for your Assistant along with other details. Write a comprehensive prompt and mention connecting to the Call Tool within the prompt. Click Save & Exit.

8. Once you have created the Assistant, click on the Edit button from the Operations tab.

9. In the Update Tool dialog box, click on Connect Tools and select Call Tool from the dropdown menu.

10. Select the Tool Configuration (i.e. the name you entered in Step 3)

By following these steps, you can successfully integrate and configure the Call Tool in Insighto.ai. This tool will allow you to manage calls efficiently by forwarding or disconnecting them based on prompt instructions, enhancing your communication process with the help of the AI assistant.