Call Agent AI

OAuth connections let each assistant recognize callers by phone number, create contacts for unknown callers, log call activities and summary notes on the HubSpot timeline, and write mapped outcomes such as interested or callback requested to contact properties, custom ones included.

In Jobber the assistant reads clients, properties, open schedule slots, visits, quotes and balances during the call, then creates clients, books, reschedules or cancels visits and leaves a call note. Zoho syncs leads, contacts, deals, Bookings and custom modules and can start Zoho workflows, and Cal.com books into Google, Outlook and Apple calendars.

Sourcecallagentai.com/integrations/hubspot/setupread 2026-10-19

Each assistant runs from one set of business instructions written as text: a greeting, qualification questions, booking limits such as minimum slot length or no same day bookings after a set hour, and escalation paths. Outbound campaigns dial through a CSV upload or a HubSpot or Zoho list and return each outcome to the CRM, and webhooks can pass a finished call to Zapier or Make for follow up. Branching beyond the prompt, coordination between several assistants and long running jobs all sit outside the product, in the customer's CRM workflows or automation tools.

Sourcecallagentai.com/featuresread 2026-10-19

Owners upload PDF or Word documents with prices, hours, services and FAQs, and the assistant answers from them moments later; swapping in a new file is how an answer gets updated. Business instructions carry exact wording, such as parking directions or service details, and the limits on what the assistant may promise. Each assistant keeps its documents between calls. Sources are limited to uploaded files and typed instructions: a website crawl, a help center sync and a stated limit on how much material an assistant can hold are not part of it.

Sourcecallagentai.com/glossaryread 2026-10-19

Escalation rules decide which calls go straight to a person, for example a caller reporting a gas leak or flooding, and the staff member who picks up receives the conversation notes and the caller's sentiment with the transfer. Builders can confine replies to approved answers, limit which appointment times are offered and list the details to collect before a handoff, and the Web Agent can pass a visitor to a person or take a callback request. Bookings, CRM updates and follow up texts go through on the assistant's own judgment, with no review step before they happen.

Sourcecallagentai.com/prompting-tipsread 2026-10-19

Call data is encrypted with TLS 1.2 or later in transit and AES 256 at rest, backed up daily with a four hour restore commitment, and kept under general access controls and regular security reviews. CRM links use OAuth that the customer can revoke, and healthcare customers can get HIPAA configurations, with a BAA for enterprise clients. SOC 2 sits at the ready stage with no completed audit, and the account has no named roles, single sign on or user provisioning that would show who on a customer's team can change an assistant or its connections.

Sourcecallagentai.com/slaread 2026-10-19

A dashboard gathers call recordings, live transcripts, AI summaries, sentiment, outcomes and searchable, exportable call history, and Growth adds advanced analytics. HubSpot timelines receive each call's direction, duration, status and recording link, and webhook payloads carry the assistant ID, extracted details and any booking made. What the assistant did inside a connected system, which lookup it ran or which field it wrote, has no step by step record, and the audit logging promised in the SLA is not something a customer can open and search.

Sourcecallagentai.com/call-agentread 2026-10-19

When a call comes in, the number is matched against HubSpot, Zoho or Jobber, so a returning caller is greeted by name with the service address, the next visit and any open quote or balance ready to discuss. After the call the transcript, summary and outcome go back onto that contact. Continuity therefore lives in the customer's CRM records; the assistant keeps no store of its own that remembers callers, with a stated retention period or a way to clear one caller's history.

Sourcecallagentai.com/integrations/hubspot/setupread 2026-10-19

The service is hosted only: the backend runs on AWS with autoscaling, calls ride Telnyx's carrier network, and assistants connect through an included number, call forwarding or a website widget. No AWS region is named or offered as a choice, and there is no private cloud, customer tenant or on premises edition. A head office in Ontario and support for US and Canadian numbers say nothing about where recordings and transcripts are stored, and a direct SIP trunk connection is still marked coming soon.

Sourcecallagentai.com/privacyread 2026-10-19

A setup wizard builds one receptionist from the business's details, voice, language and documents, and most accounts go live in about 20 minutes, with a done for you setup offered to those who would rather not configure it themselves. Prompting tips give example wording for escalation, intake, objections, booking limits and FAQ answers, and industry pages show the same receptionist set up for clinics, law firms and home services. Voice, Web Agent and WhatsApp are separate channel products; ready made specialist agents and reusable workflow templates to switch on are absent.

Sourcecallagentai.com/prompting-tipsread 2026-10-19

Inbound calls arrive on an included US or Canadian number or by forwarding from the business's existing line, and the assistant picks up in under a second at any hour. Growth and higher plans add outbound campaigns that dial contacts from a CSV upload or from HubSpot and Zoho lists and write each result back. Website visitors reach the separately priced Web Agent by typing or speaking in a widget that runs on WordPress, Shopify, Wix or any site with one line of code, and a WhatsApp chatbot takes bookings and qualifies leads over text.

Sourcecallagentai.com/integrations/hubspot/setupread 2026-10-19

The customer picks the language model along with the voice and language. Three OpenAI models form the pricing tiers, GPT 4o Mini for the lowest cost, GPT 4o for balance and GPT 4o Realtime for the most natural voice, while the entry plan cards name GPT Realtime Mini. Google's Gemini Live is offered as well for businesses that prefer Google's models, though the plan selector shows only the OpenAI tiers. Each model draws down the minute allowance at its own rate, so the approximate minutes on a plan shift with the choice.

Sourcecallagentai.com/pricingread 2026-10-19

Webhooks push structured call data, including caller details, transcript, extracted information, appointment and assistant ID, to Slack, Trello, Google Sheets, Zapier, Make or a customer's own endpoint. They fire after every call, on missed calls only or only when an appointment is booked, and setup ends with a test send. The Web Agent installs with one line of JavaScript and an API key. Pro and Enterprise list API access, yet there is no endpoint reference, SDK or developer portal for creating or running assistants from outside the dashboard.

Sourcecallagentai.com/integrations/webhooksread 2026-10-19

Testing is manual. Builders place a test call from the dashboard, or from the product page before signing up, read the transcript and outcome, then adjust the prompt, booking limits or escalation instructions and call again until the assistant behaves. Webhook setup ends with a test send to confirm the destination receives its payload. Saved scenarios, automatic scoring of calls, side by side comparison of two prompt versions and a check that runs before a changed assistant goes live are not part of the product.

Sourcecallagentai.com/helpread 2026-10-19

Every action reaches other systems through an API connection: OAuth for HubSpot and Zoho, Jobber's sign in and allow flow, Cal.com scheduling and outbound webhooks. The website widget is a place for visitors to chat or talk, and the dashboard is where staff configure assistants. Screen level automation, such as filling in a web form or working a desktop application on the customer's behalf, has no part in how the assistant books visits or updates records.

Sourcecallagentai.com/integrations/jobberread 2026-10-19