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Prerequisites

  • An Exotel account with admin access
  • An Exophone (virtual number) that receives customer calls
  • Access to App Bazaar to create and edit call flows

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Step 1: Sign up for IrisAgent

Sign up by connecting your ticketing platform or by using your public website as the knowledge source. The IrisAgent team gives you an external phone number for Voice AI.

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Step 2: Set up call routing in Exotel

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Create a call flow

  1. Sign in to the Exotel dashboard.
  2. Go to App Bazaar and click Create under Custom Apps.
  3. Name the call flow (for example, “IrisAgent Voice AI”).
  4. Drag the Connect applet onto the canvas.
  5. In Dial Whom, choose to dial a number and enter the IrisAgent phone number in full E.164 format (for example, +91 for India or +1 for the US).
  6. Click Save.
Optionally adjust Ring Duration, Call Duration, and a fallback in the Connect applet.

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Assign the call flow to your Exophone

  1. In the Admin section, click ExoPhones.
  2. Find the Exophone your customers dial.
  3. In the Installed App column, open the drop-down and select your call flow.
  4. Save.
You can assign multiple Exophones to one call flow.

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Step 3: Test

  1. Call the Exophone from an external phone.
  2. Confirm you hear the IrisAgent Voice AI greeting.
  3. Ask a few common customer questions and check the answers.