> ## Documentation Index
> Fetch the complete documentation index at: https://docs.recepta.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Call Management

> Call handling, routing, and caller type configuration features

## Overview

The platform provides comprehensive call management through intelligent agent configuration and caller type handling, with automatic agent updates based on your business information.

## Automatic Agent Management

### Agent Creation & Updates

* **Dual Agent Creation**: Both voice and chat agents are automatically created during signup
* **Dynamic Updates**: Agents update automatically when you modify onboarding information
* **Synchronization**: Changes to agent configuration automatically propagate to all agents via the `applyUpdatesForAgents` function

## Caller Type Configuration

Based on the onboarding implementation, the platform handles four distinct caller types:

<CardGroup cols={2}>
  <Card title="Potential New Clients" icon="user-plus">
    * Information collection (name, contact details)
    * Location qualification
    * Service qualification
    * Custom qualification questions
    * Additional information collection
    * Message taking configuration
  </Card>

  <Card title="Existing Customers" icon="user-check">
    * Basic information collection
    * Additional information collection
    * Simplified qualification process
    * Message handling setup
  </Card>

  <Card title="Sales Inquiries" icon="briefcase">
    * Basic information collection only
    * Streamlined process
    * Direct message taking
  </Card>

  <Card title="Other Callers" icon="users">
    * Basic information collection
    * Additional information collection
    * General inquiry handling
  </Card>
</CardGroup>

## Configuration Options

### Information Collection Settings

Each caller type can be configured with:

* **Collect Info**: Toggle for basic information gathering
* **Location Qualification**: Geographic or service area questions
* **Service Qualification**: Service-specific questions
* **Custom Qualification**: Business-specific questions
* **Additional Info Collection**: Extra data gathering

### Action Configuration

Define post-call actions:

* **Next Action**: What happens after information collection
* **Transfer Settings**: Call transfer configuration with contact details
* **Human Handoff**: Live transfer to human agents when AI assistance is insufficient
* **Appointment Settings**: Calendar and scheduling integration
* **Message Settings**: Final statements and follow-up messaging

## Business Information Integration

### Company Data

The agent configuration automatically incorporates:

* **About Us**: Company description and overview
* **FAQ**: Frequently asked questions with answers
* **Directions**: Location and navigation instructions
* **Voice Selection**: Chosen voice for agent interactions

### Real-time Updates

* **Synchronous Updates**: Changes immediately apply to all agents
* **Configuration Persistence**: Settings saved to agent configuration
* **Version Control**: Maintains configuration history

## Voice Configuration

### Voice Selection Options

The platform supports voice configuration with:

* **Voice Selection Modal**: Interface for choosing agent voice
* **Voice Assignment**: Binding specific voices to agents
* **Multi-Voice Support**: Different voices for different scenarios

## Call Routing Features

### Phone Number Integration

* **Number Assignment**: Assign agents to specific phone numbers
* **Inbound/Outbound**: Configure agents for different call directions
* **Multiple Lines**: Support for multiple phone number assignments

### Human Handoff Routing

* **Escalation Triggers**: Automatic detection of situations requiring human intervention
* **Transfer Protocols**: Seamless transition from AI to human agents
* **Context Preservation**: Full conversation history passed to human agents
* **Fallback Options**: Multiple human agent availability configurations

## Spam Protection

### Built-in Protection

* **Automatic Filtering**: Spam calls are automatically blocked
* **No Billing**: Blocked spam calls don't incur charges
* **Transparent Handling**: Users are notified about spam protection

## Analytics Integration

### Performance Tracking

Call management integrates with analytics for:

* **Call Volume**: Track calls by type and agent
* **Success Rates**: Monitor call completion rates
* **Configuration Performance**: Analyze effectiveness of different settings
* **Cost Tracking**: Monitor expenses by configuration type