What you get
A live insight card during the call
A live insight card during the call
While the transferred call is ringing or ongoing, the receiving agent sees an in their Aircall phone app: the transfer reason, caller sentiment, a session link — whatever your workflow puts on it.
A permanent note on the call record
A permanent note on the call record
The same workflow can post a with the AI conversation summary, so the context survives after the call ends and is visible in Aircall’s dashboard and analytics.
Reliable call matching, no webhooks needed
Reliable call matching, no webhooks needed
OpenCX finds the transferred call by searching Aircall for the caller’s phone number, most recent call first. The search polls briefly to absorb Aircall’s indexing lag and tries both
+-prefixed and bare phone formats, so a format mismatch never loses the context.How it fits together
- A caller talks to your OpenCX AI phone agent.
- The AI decides to transfer and forwards the call to your Aircall number (a Phone transfer destination pointing at the Aircall line).
- The transfer fires the Voice Call Transferred workflow trigger.
- The workflow’s Post Call Context to Aircall action searches Aircall for the caller’s number, finds the just-arrived call, and posts the comment and/or insight card.
Aircall is a closed cloud PBX — calls reach it over the regular phone network, not via direct SIP. Point a Phone-type transfer destination at your Aircall number. The caller’s number is preserved on the forwarded leg, which is exactly what the workflow searches by.
Related Documentation
Connect
Generate an Aircall API ID and token.
Post Call Context Action
Configure the workflow action end to end.
AI Phone agent configuration
Transfer destinations and workflow hooks on the phone agent.
Troubleshooting
Call not found, credential errors, comment limits.