Agent settings

The agent's Settings tab (admins only) holds its phone set-up, hand-off and where summaries go.

Phone and hand-off

Agent phone number

A Twilio number you own, or your own number routed here over SIP. Calls to it reach this agent, and outbound calls show it.

Call attempts per lead

How many times it tries someone it doesn't reach. Retries are at least two hours apart, within calling hours.

Live transfer to

A phone number or sip: address for hot leads. Add a name, such as "Sam from the sales team", so the agent can say who they're going to.

Your phone system (SIP trunk)

Optional. Outbound calls go out through your own phone system and show your caller ID.

Record calls

Off by default. See Call recording.

Call summaries

After every conversation, a summary with the outcome and next step goes to the SMS to and Email to addresses.

Advanced

Fish Audio voice ID

Set by the gender on the Identity tab. Only change it to use a particular voice.

Backup Fish voice ID

Used if the main voice fails mid-call. Leave blank for a default Australian voice.

Pausing and deleting

The switch at the top of the agent pauses it: no outbound calls until you resume. Deleting an agent removes it for good, with its leads, calls, meetings and recordings. The company's do-not-call list is kept.