Core Functionality
Inbound Calls
Inbound Calls
Customers call your number and the AI voice agent answers. Calls are routed to the correct agent based on the phone number dialed. See Inbound Calls.
Outbound Calls
Outbound Calls
Initiate AI-powered outbound calls from the dashboard, via API, or through workflows. See Outbound Calls.
Voice Agent
Voice Agent
Configure voice, language, speaking speed, and background noise. Write instructions as free text or build a visual call flow. See Agent Configuration.
Call Transfers
Call Transfers
to human agents, external phone numbers, or SIP destinations. Define transfer targets at the org level and assign them per agent.
Knowledge Sources
Knowledge Sources
Connect your published knowledge base to the agent. The AI references it during calls to answer customer questions accurately.
Actions And Workflows
Actions And Workflows
The AI can trigger tools and workflows during a call — look up orders, create tickets, update records. See AI Actions.
Zendesk
Zendesk
Forward Zendesk Talk calls into your OpenCX phone agent, and transfer calls from OpenCX back into the Zendesk Agent Workspace over SIP-IN. Transcripts and handoff context sync to the ticket. See Zendesk Telephony.
SIP / BYOC
SIP / BYOC
via SIP trunking. Route inbound and outbound calls through your existing telephony provider.
Transcripts And Recording
Transcripts And Recording
Calls are transcribed in real time. Full transcripts appear in the inbox alongside chat and email conversations.
Phone numbers must be verified under Settings → Phone Numbers before they can be assigned to agents. You can also contact us to manually add verified numbers.
Integration Options
Phone agents integrate with your own carrier over SIP, and with Zendesk for ticketing and human handoff.- SIP / Bring your own carrier
- Zendesk
Route inbound and outbound calls through your existing telephony provider instead of OpenCX-hosted numbers. Configure inbound and outbound trunks and transfer destinations from Settings → SIP.
SIP Integration
What OpenCX supports and what your carrier needs to provide.
Related Documentation
Create Phone Agent
Set up your first voice agent and make a test call.
Agent Configuration
Voice, instructions, flow builder, knowledge, and transfers.
SIP Integration
Bring your own carrier with inbound and outbound SIP trunks.