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Picking a channel

Where an agent can go live: a phone number and a campaign for voice agents, a messaging platform for text agents, and a web widget or share link for either.

An agent you have tested in the browser reaches people through a channel. Which channels are open to it depends on its modalityModalityVoice or text. Fixed when an agent is created.See the glossary, fixed at creation: voice agents take calls, text agents answer messages, and both can live on a web page.

Channel Agents What you set up Where
Phone, outbound Voice A phone number, a contact list and an outbound campaign Phone Numbers, Contacts, Launch AI Voice
Phone, inbound Voice A phone number and an inbound campaign that answers it Phone Numbers, Launch AI Voice
Slack, Telegram, Microsoft Teams, WhatsApp, Discord Text A deployment per platform, plus the credentials the platform issues Launch AI Text, or the agent’s Deployments section
Web widget Voice and text A styled widget and one script tag on your site The agent’s Widget section
Share link Voice and text A public link to a hosted page for the agent Share agent in the agent workspace header

Decide by who starts the conversation

  • You call them. An outbound campaign dials a filtered list of contacts from one of your numbers, inside calling hours, with retries. Start at Create an outbound campaign.
  • They call you. An inbound campaign binds an agent to a number so every call to that number is answered by the agent, optionally through a queue. See Create an inbound campaign.
  • They message you. A text agent is deployed to the platform your users are on. Each deployment is one agent on one platform; the same agent can have several. See Bot deployments.
  • They are on your website. The widget floats on any page and opens a chat, with a call button when the agent has a voice. See Widget designer. For a link you can send in an email or a QR code, use the share link.

What a phone channel needs first

Voice channels need a number. Callab AI does not sell numbers; you connect one of your own in one of 3 ways: a SIP trunkSIP trunkA carrier connection that brings your own phone numbers to Callab AI.See the glossary from your carrier or PBX, a Twilio number you already own, or a Go Auto Dial extension. The phone numbers overview compares them.

Outbound campaigns also need contacts. Import a file or add them one at a time under Contacts, and give them a Source, a Category and a Tag: the campaign wizard filters on those three. See Contacts.

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