Skip to main content
Use OpenCX for Classical IVR, AI calls and human calling from the dashboard. Your phone numbers, agent configuration, team availability, and workflows determine the journey a caller receives.

​
Start with your calling setup

1

Connect and route your number

Choose a hosted number or bring your own carrier, verify the number, and decide whether AI or teammates should answer. Start with Numbers and routing; use SIP setup for your own carrier.
2

Prepare the people or AI that will answer

Create a phone agent and configure its instructions and transfer destinations, build recorded keypad menus with Classical IVR, or set up human calling and team availability.
3

Test each direction

Test inbound calls, outbound calls, and transfers with real phones. Browser test calls help check the agent, but do not verify your carrier routes.
4

Review and automate

Review recordings and transcripts, understand call outcomes, and configure follow-up workflows.

​
Find the right guide

​
Connect customer systems

A connected integration, a call outcome, and a scheduled follow-up each serve a different part of the journey. Configure the actions that should send messages, dial callbacks, or create CRM activities, then verify them with a test contact.