AI Phone

Knowlix AI Phone lets you create intelligent phone agents that handle business calls automatically. Connect your Twilio phone number, configure an AI agent, and start receiving calls — all from a single interface.

​

Setting Up a Phone Number

To start using AI Phone, you first need to connect a phone number via Twilio.

​

Step 1: Navigate to Phone Numbers

Click Phone Numbers in the top navigation bar to access the phone number management section.

​

Step 2: Configure Your Twilio Number

Click New to add a new phone number. Fill in the configuration form:

• Label: A friendly name for your phone number (e.g., “Batu”).
• Provider: Select Twilio as the telephony provider.
• Responsible Users: Assign team members who will manage this number.
• Notification Email Address: Set an email to receive call notifications.
• Email Template: Choose a template for automated email notifications (e.g., “Phone Automation: Send Notification Email”).
• Summarization Type: Select how call summaries are generated (e.g., “Action-Oriented Summary”).

Under the TWILIO CONFIG section at the bottom, enter your Twilio credentials:

• Phone Number: Your Twilio phone number.
• Twilio SID: Your account SID from the Twilio console.
• Twilio Token: Your auth token from the Twilio console.

​

Step 3: Verify Your Number

Once saved, your phone number appears in the Phone Number list with its Label, Phone Number, and Provider (Twilio). You can click any row to edit the configuration or add additional numbers by clicking New.

​

Creating an AI Phone Agent

With your phone number configured, you can now create an AI agent that answers calls automatically. Navigate to AI Phone Agents in the top menu and click New. Fill in the agent details:

• Name: Give your agent a descriptive name (e.g., “Phone Agent for My Business”).
• User: The user account the agent operates under.
• Phone Number: Select the Twilio number you configured in the previous step.
• Language: Choose the agent’s language (e.g., English US).
• First Message: The greeting your agent says when answering a call (e.g., “Hi, my name is Batuhan. How can I help you?”).
• Agent Description: Instructions that define the agent’s personality and behavior (e.g., “You are Batuhan. You will be friendly and answer questions.”).

Under Custom Data Collection, you can configure the agent to collect specific information from callers by adding data fields with a Title, Type, and Description.

​

Managing Your Agents

The AI Phone Agents list view displays all your configured agents with their Name, Phone Number, Language, First Message, and Agent ID. Click any agent to edit its configuration, or click New to create additional agents. You can also access Call History from the top navigation to review past calls, including Start Time and Conversation Title for each call.

​

Call Transcript & Summary

After each call, Knowlix automatically generates a transcript and summary. Click any call in the Call History to view the full details. The call detail view includes:

• Transcript Summary: A one-line AI-generated summary of the call (e.g., “The call is a follow-up regarding a potential software integration project.”).
• Extracted Information: Key data points the AI collected during the conversation.
• Transcript: The full conversation with speaker identification — each line is labeled with the speaker’s name (e.g., “Batu:” and “Client:”) so you can follow the dialogue.

At the bottom, use Send message, Log note, or Activities to take action based on the call — assign a follow-up task, notify a team member, or log notes for future reference.