Getting Started

Caller AI allows you to build realistic AI voice agents that can make outbound sales calls or handle inbound support queries.

Core Concepts

Assistant: The AI "persona" (Brain + Voice).
Campaign: A batch of outbound calls to a list of leads.
Tools: Actions the AI can take (e.g., booking a meeting).

AI Assistants

System Prompts

The prompt is the instruction manual for your agent. It defines who they are and how they handle objections.

"You are Alex, a sales rep for SolarCo. Your goal is to qualify homeowners for a free roof inspection."

Initial Message & Audio

The first 3 seconds are critical. Keep your opening greeting short to reduce hang-ups.

You can also add Background Noise (office hum, coffee shop) to make the call sound more human.

Voice Selection

Choose from our library of voices or use Instant Voice Cloning to replicate your own voice using a 1-minute audio sample.

Inbound Configuration

For inbound agents (receptionists), ensure your prompt handles "off-hours" logic and knows how to transfer calls to a human line.

Tools & Automation

Standard Tools

endCall: Hangs up the phone.
transferCall: Forwards the user to a real human number.
pressDigits: Navigates IVR menus (e.g., "Press 1").

Custom Tools

Connect to external APIs to fetch data mid-call. Examples: Looking up an order status or checking inventory.

No-Code Automation

Connect Caller AI to Make.com or Zapier. Common workflows:

Speed-to-Lead: Facebook Lead Form -> Make -> Trigger AI Call.
Post-Call: Call Ends -> Webhook -> Update CRM Deal Stage.

Integrations

Cal.com Scheduling

Native integration allows the AI to see your real-time availability and book appointments directly on the call without double-booking.

GoHighLevel (GHL)

Syncs with GHL Calendars. Connect your Location API Key to trigger GHL workflows upon successful booking.

Web Widget

Embed a "Talk to AI" microphone button on your website. Copy the snippet from the dashboard and paste it into your site's HTML.

SMS Capabilities

Your assistant can send text messages during the call (e.g., sending a booking link or address confirmation) using the sendSMS tool.

Campaigns & Dialing

Creating Campaigns

Select an Assistant, choose a Contact List, and pick a Phone Number. Set your Calling Window (e.g., 9 AM - 5 PM) to ensure you only call at appropriate times.

Mass & Parallel Dialing

Caller AI can make hundreds of calls simultaneously.

Warning: Use a "Number Pool" (multiple numbers) if making >100 calls/day to avoid "Spam Likely" flags.

Voicemail Handling

The system uses AMD (Answering Machine Detection). You can choose to:

Hang up immediately (save money).
Leave a pre-recorded MP3.
Leave a dynamic AI message (personalized).

Leads Management

Leads are profiles containing a Phone Number, Name, and custom variables (e.g., "Interest Level").

Importing

Upload CSV files. Ensure you map the phone_number column correctly.

Do Not Call (DNC)

If a user says "Stop calling me," the AI automatically adds them to the Global DNC list to prevent future calls.

Phone Numbers

Types of Numbers

Local (10DLC): Best for sales. High pickup rates.
Toll-Free (800): Best for support. Professional image.

Assigning Numbers

A number does nothing until you Assign it to an Assistant. This tells the system which AI brain should answer when that number rings.

Inbound Calls

Caller AI offers infinite concurrency. If 50 people call your number at once, 50 separate AI agents will answer instantly. No busy signals.