When to use Phone
- A receptionist agent that answers inbound calls and routes to the right specialist.
- An outbound sales-development flow that places follow-up calls.
- Voice support for users who prefer talking over typing.
- Multi-leg flows (warm transfer to a human, then back to the AI).
Before you start
Phone uses Twilio for the carrier and self-hosted LiveKit SIP for the voice layer. You’ll need:- A Twilio account (or use the shared CogniAgent test number — workspaces get one free claim, time-limited).
- A workspace phone number added in Settings → Phone Numbers. Either bring your own Twilio number (BYOC) or claim the shared test number.
Adding the Phone channel
1
Add Channel → Phone
Pick the workspace phone number you want to bind.
2
Choose voice and language
3
Save and Deploy
Inbound calls to the bound number now reach the flow. Outbound becomes available from the toolbar.
Inbound: how a call lands in the flow
The caller hears the first actor speak through TTS. They reply by voice. Speech-to-text runs locally; the actor sees text turns and replies normally. The text is spoken back via TTS. Most flows feel natural after the first few minutes of tuning the agent’s instructions for spoken cadence (shorter sentences, fewer enumerations).Outbound: placing a call
In Initiator mode:1
Click Start Conversation
Pick the Phone channel.
2
Enter the callee's number
E.164 format (
+15551234567).3
Set initial parameters
Anything the first actor needs —
customer_name, account_id, reason_for_call, etc.4
Click Start
The platform places the call. When the callee picks up, the first actor speaks the opener.
Hanging up
Voice calls need an explicit “end call” signal that text channels don’t. Phone-bound flows expose a special hang-up tool that the LLM can call when the conversation is genuinely done. In the actor’s instructions:Speech quality tips
Limits in v1
- No call recording. Phone audio isn’t stored. Transcripts (text turns) are stored normally.
- No DTMF input as a first-class flow trigger. If the user presses keys, the actor doesn’t see them.
- No call transfer to another phone number. Hand-off is within the flow only.
- One phone number per flow. You can have multiple workspace phone numbers, but each binds to one flow.
Next
Deploy a flow
Schedule the phone listener.
Start a conversation
Place an outbound call.
