Getting Started with AI Voice

What Is AI Voice?

AI Voice is a conversational AI agent that answers your business phone calls automatically. It sounds natural, handles common customer questions, qualifies leads, and books appointments directly into your CrewBrix calendar — without any human involvement.

Your customers don't wait on hold. Your team doesn't get interrupted on-site. Every call is answered.

Setting Up AI Voice

Step 1 — Enable AI Voice

Go to Settings → AI Hub → AI Voice and tap Enable. You'll be guided through a short setup flow.

Step 2 — Connect Your Phone Number

Choose how calls reach the AI agent:

• Forward your existing number — set your business phone to forward to the CrewBrix AI number when busy or unanswered. The agent answers all forwarded calls.
• Use a CrewBrix number — get a dedicated local or toll-free number to publish anywhere (website, Google Business Profile, business cards).

Step 3 — Configure the Agent's Persona

In Settings → AI Hub → AI Voice → Agent Settings, set:

• Business name — used in the greeting ("Thank you for calling Sunrise Plumbing…").
• Services offered — helps the agent answer "Do you do X?" questions accurately.
• Service area — the agent can politely decline calls outside your area.
• Hours of operation — displayed to callers and used when offering appointment times.

Step 4 — Set Up Appointment Booking

Connect the AI agent to your calendar so it can offer real available time slots:

1. In AI Voice → Booking, toggle Enable Booking on.
2. Set Booking window (e.g. "next 2 weeks").
3. Set Minimum notice (e.g. "at least 4 hours' notice required").
4. Select which job types the agent can book (you may want to exclude complex or commercial jobs).

The agent now offers time slots to callers and creates draft jobs in your schedule that you confirm or edit.

What Happens During a Call

When a customer calls:

1. The AI agent greets them and asks how it can help.
2. It collects: customer name, address, problem description, preferred appointment time.
3. It checks your real-time calendar and offers available slots.
4. It books the appointment and sends the customer a confirmation text.
5. You receive a notification with the full call summary and new job created.

Reviewing Calls

Every call is logged in AI Hub → Call History with:

• Recording (audio).
• Transcript.
• Summary.
• Any job or lead created from the call.

Tips

• Update your service list whenever you add or drop offerings — the agent's accuracy depends on it.
• Review the first 10–20 calls to catch any edge cases and adjust the agent's responses in AI Voice → Fine-tuning.