Guides

AI agents

Callfora voice agents greet callers, answer from a tenant knowledge base, and transfer to an extension.

Roles

Create an agent with a role template, then edit greeting and persona:

receptionist — greet, answer general questions, confirm before transfer
sales — qualify and book from the knowledge base
marketing, support, custom

Admin UI

Tenant admins manage agents at https://console.callfora.com/admin/ai-agents. Attach DIDs, upload knowledge, and set a fallback extension for failed transfers.

External API

GET /api/v1/ai/agents — list agents for the tenant
POST /api/v1/ai/agents — create from a role, optional greeting and fallbackExtension

The platform module and plan entitlement for AI agents must both be on. Keys should only receive this permission when the integration is supposed to provision agents.