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AI Phone Genius

What you can do in the AI Phone Genius beta

Configure agents, connect calling tools, manage contacts, and review results.

Apply for beta access How beta access works

AI phone agents

Build, manage, rehearse, connect, and review inbound or single-outbound voice agents.

  • Templates, prompt and behavior controls, Playground, and scorecards
  • Voice, speaking style, analysis fields, and tool configuration
  • Existing phone-number assignment and daily dialing limits
  • Call status, recordings, transcripts, outcomes, and analysis

Tools and knowledge

Give each agent the facts and actions it needs to handle a call.

  • Local text knowledge sources
  • Inventory and specials lookup against the assigned local knowledge base
  • Cal.com availability lookup and appointment booking
  • Evidence-gated live phone transfer
  • Reliable tool actions with clear failure handling

Contacts and campaigns

Organize contacts and operate campaigns with suppression and local-time safeguards.

  • Contact create/edit/search, history, tags, notes, and CSV import
  • Workspace do-not-call list, opt-out protection, and contact-local calling windows
  • Campaign builder, scheduling, pause/resume/completion, and wallboard
  • Lead scoring, pipeline status, and auditable operator notes
  • Calls needing status review pause before retry

Analytics, exports, and usage

Review calls, campaign performance, usage, and wallet activity.

  • Tenant dashboard, call explorer, analytics funnels, scorecards, and heatmaps
  • Campaign wallboard, CSV exports, and in-app notifications
  • Wallet ledger and monthly usage statements
  • Responsive shell, command palette, search, bulk actions, and toasts

Workspace access

Manage workspace access, role boundaries, revocation, and a read-only client view.

  • Local sign-in, session revocation, workspace roles, and switching
  • Guided workspace onboarding
  • Workspace access revocation and restoration
  • Separate workspace data and access history
  • Read-only client portal for approved viewers

Security and recovery

Protect workspace records with tested access and recovery controls.

  • Separate data and access for every workspace
  • Protected workspace records and tested recovery
  • Controlled application updates
  • Clear practice and phone status
  • Webhook delivery history

Test the beta

Apply with the workflow you want to configure and review.

Apply for beta access