Calls and their receipts

Ask your agent to place a supported call or let people call its private line. Verify the outcome in History before treating a conversation as a completed booking or commitment.

Open it

Start the request in Home → Chat. Review calls under Home → History → Calls on desktop or mobile. Use Settings → your agent's name → Manage number to inspect the private line.

Ask for a call

State the destination, purpose, permitted disclosure, and boundary:

“Call the restaurant at this number and ask whether they can seat four at 7pm Friday. Do not book, give payment details, or accept a deposit. Bring back the answer.”

Verify the recipient and country code. If an approval is required, review it before the call starts. Your primary active private line supplies outbound caller ID when that calling path uses your line.

During and after the call

The agent may encounter voicemail, a queue, an unanswered call, a refusal, or an unexpected question. A call connecting does not prove the requested outcome was achieved. Ask for the result and any unresolved next step.

Read the History summary and available transcript. Check who called whom, what was asked, what was agreed, and anything still pending. If the agent promised a follow-up, inspect that follow-up separately.

When someone calls the agent

The line's status, caller identity, block rules, and available behavior determine handling. Ordinary callers do not automatically receive your owner permissions. Review recognized and blocked callers before widening access.

A forwarded call is still subject to carrier behavior and the line's availability. Test forwarding with the actual carrier path instead of assuming a successful direct call proves forwarding works.

Keep the call modes distinct

An in-app voice conversation connects you to your agent. A private phone line lets people call it by telephone. The central owner number is for supported owner access. A meeting link is a separate connection and requires its own confirmed joining path.

The saved Model preference does not guarantee that live audio and every delegated step use the same model.

If a call fails

Check the line status, primary number, destination, block rules, credits, and the failure shown. Before retrying a booking or other consequential request, confirm whether the first call already made a commitment. Send support the numbers, time and timezone, and visible receipt reference; do not publish a private transcript.