AI Proxy

AI Proxy provides the available business phone-assistant settings and call history. Check the connected phone identity before configuring how calls are handled.

For the conversational AI you use across your own workspace, see Your SRVZr AI assistant. For tasks that run after calls or on a schedule, see Agents.

Configure and review

1. Connect or verify the phone number using the available account controls.
2. Review the assistant's identity and instructions.
3. Describe the business information it may use and when a person should follow up.
4. Test a representative call and review the resulting call history or transcript.
5. Correct the instructions when a result is incomplete or inaccurate.

Use clear limits for commitments such as prices, confirmed appointments, and urgent requests. A call transcript is not proof that a callback, booking, or message was completed. If you use an Agent after a call, check its actual output and any proposed action.