Build Your AI Agent. Step by Step.

Start with the job you want done.

AI Call Control guides you through building an AI agent around your business, your conversations, and your workflow.

No prompt-engineering expertise required.

Your Business. Your Rules. Your AI Agent.

Start With the Job.

What do you want your AI agent to do?

• Answer inbound calls?
• Work outbound leads?
• Qualify prospects?
• Handle intake?
• Follow up with customers?

Work through the front of a sales conversation?

• Route calls?
• Handle after-hours traffic?
• Transfer qualified opportunities to your team?
• Start by defining the role.
• Everything else builds around it.
• Agent Details

Give your agent an identity and a purpose.

Define who the agent represents, what its role is, and what you expect it to accomplish.

• Build an:
• AI Sales Agent.
• AI Fronter.
• AI Receptionist.
• AI Qualification Agent.
• AI Intake Agent.
• AI Follow-Up Agent.
• AI Routing Agent.
• AI Overflow Agent.
• After-Hours Agent.

Or build around a job unique to your business.

Don't start with the technology. Start with the job.

Instructions

Tell Your Agent Who It Is.

Instructions define the agent's role and overall purpose.

• What business does it represent?
• What is its job?
• What is it trying to accomplish?
• How should it approach the conversation?

AI Call Control can help generate the foundation for your agent's instructions so you don't have to start with a blank page or become an expert in writing prompts.

• Review them.
• Refine them.
• Make them yours.

Voice & Greeting

Decide How Your Agent Meets the Customer.

Choose how your AI sounds and how it begins a conversation.

Create the greeting that fits your business and the job the agent is performing.

An inbound receptionist may introduce itself differently from a qualification agent.

An outbound sales agent may open differently from an after-hours agent.

The experience should match the conversation.

Phone Number

Give Your Agent a Way to Have Conversations.

Connect the phone experience to your AI agent.

Configure the number used for the conversations your agent is built to handle.

Inbound or outbound, the phone number becomes the connection between your customer and the AI workflow you've created.

Knowledge Base

Give Your Agent Something to Know.

Instructions tell your agent who it is.

Knowledge tells it what it knows.

Give your agent access to information such as:

• Products.
• Services.
• Pricing.
• Plans and subscriptions.
• Policies.
• Frequently asked questions.
• Company information.
• Processes.
• Other information relevant to its job.

When someone asks a question, your agent has business context available to help answer it.

Business Procedures

Tell Your Agent How Your Business Operates.

Knowing something isn't the same as knowing what to do.

Business Procedures define how your organization wants situations handled.

• Qualification criteria.
• Required questions.
• Sales processes.
• Objection handling.
• Information collection.
• Escalation rules.
• Next steps.
• Guardrails.
• Human handoff.

Instead of trying to cram your entire operation into one giant prompt, define the procedures that matter to the job.

Tools & Features

Give Your Agent the Ability to Act.

A conversation doesn't always end with an answer.

Sometimes something needs to happen.

Give your agent access to the tools appropriate for its job.

Depending on the tools and systems you connect, an agent can participate in workflows involving:

• CRM information.
• Lead and customer records.
• Scheduling.
• SMS.
• Email.
• Business systems.
• External tools through MCP.

You decide what capabilities are available to the agent.

Call Handling & Handoff

Decide What Happens Next.

Some conversations can stay with AI.

Others should reach a person.

Define how your agent handles the transition.

Who should receive a call?

When should a transfer occur?

What conditions should be met first?

What should happen if the intended person isn't available?

When should AI continue instead?

Your agent can qualify, route, and hand off conversations according to the workflow you establish.

AI when it makes sense. Human when it matters.

Build for Inbound.

Create an agent that answers when customers call you.

• Answer.
• Understand.
• Qualify.
• Collect information.
• Route.
• Take action.
• Transfer.
• Build for Outbound.

Create an agent that starts conversations with opted-in leads and customers.

• Engage.
• Understand interest.
• Qualify.
• Answer questions.
• Handle defined objections.
• Follow procedures.
• Take action.
• Follow up.
• Transfer when appropriate.

Review & Create

See the Agent You've Built.

Before putting your agent to work, review the pieces that define it.

• Its role.
• Its instructions.
• Its voice.
• Its greeting.
• Its phone configuration.
• Its knowledge.
• Its procedures.
• Its tools.
• Its call-handling workflow.
• Then create the agent.
• Build Without Building the Infrastructure.

Conversational AI has a lot happening underneath it.

You shouldn't have to assemble all of that infrastructure just to put an AI agent to work.

AI Call Control gives you a guided way to move from:

• “I want AI to do this.”
• to:
• “Here's the agent that does it.”

What Do You Want Your Agent to Do?

That's the place to start.