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Overview

Lindy Phone transforms voice interactions into powerful automated workflows. Unlike traditional phone trees, Lindy Phone seamlessly connects to AI agents that can access your entire integration ecosystem - making API calls, searching the web, updating databases, and more — all during a live conversation.
Every phone call in Lindy is automatically followed by an AI Agent node, enabling sophisticated tool integrations and dynamic responses based on the conversation.

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How Lindy Phone Works

Phone call workflow showing call received trigger followed by AI agent node
This is how you interact with Lindy Phone:
  1. Phone trigger (inbound) or action (outbound) initiates the call
  2. AI Agent node automatically follows with phone agent skills. The prompt dictates the behavior, and you can optionally add other skills like:
    • Lindy integrations (Gmail, Slack, CRMs, etc.)
    • Web browsing and search capabilities
    • API connections
    • Database operations
This means your voice agent can work across your tech stack during conversations.
Pro tip: Use “After Call Ends” path to perform any logging or post-call actions instead of trying to do things during the live conversation.

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Setting Up Your AI-Powered Voice Agent

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Step 1: Configure the AI Agent

After adding your phone trigger/action, the AI agent node appears automatically. Your prompt is the instruction for the phone agent, as that’s dictating the behavior on the phone. Essential configuration:
  • Prompt: Define your agent’s personality, objectives, and conversation guidelines
  • Model: We recommend Gemini Flash for simple calls and Claude Sonnet for complex conversations
  • Skills: Add any Lindy action as a skill your agent can use
Pro tip: Start your prompt with clear role definition: “You are a [role] for [company]. Your goal is to [objective].”

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Step 2: Add Agent Skills

Your voice agent can perform any action available in Lindy:
AI agent skills panel showing phone-specific actions and other integrations
Phone-specific skills:
  • End Call — Gracefully terminate conversations
  • Press Numbers — Navigate phone trees
  • Transfer Call — Route to humans or departments
You can add any skills, but keep in mind that if your agent uses non-phone skills it will increase latency and this is a conversation.

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Real Example Prompts

You are on a phone call with a customer needing technical support.

**Follow these conversation steps:**

1. Introduce yourself briefly:
"Hi there, I'm your technical support assistant. Can I please get your name?"

2. [Instruction]: WAIT FOR THE OTHER PERSON TO RESPOND BEFORE CONTINUING.

3. Ask how you can help them today with their technical issue.

*** Anytime you receive a question, move to the "support question" state ***

4. Respond to technical questions concisely using your knowledge base. 
Try to keep responses 1-2 sentences. If you cannot answer the question, 
search the knowledge base or create a support ticket.

5. If the user indicates the issue is resolved or conversation is over, 
say thank you and goodbye then end the call.

Skills: Search Knowledge Base, Create Zendesk Ticket, Send SMS, Transfer Call

You are on a phone call with a potential customer interested in our services.

**Follow these conversation steps:**

1. Introduce yourself briefly:
"Hi there, I'm calling from [Company]. Can I please get your name?"

2. [Instruction]: WAIT FOR THE OTHER PERSON TO RESPOND BEFORE CONTINUING.

3. Ask how you can help them learn about our services today.

*** Anytime you receive a question, move to the "sales question" state ***

4. Respond to questions about our services concisely. Gather company size, 
budget, and timeline information. Try to keep responses 1-2 sentences. 
If they're qualified, offer to schedule a demo.

5. If they want to schedule a demo or the conversation is over, 
say thank you and goodbye then end the call.

Skills: Search Internet, Check Calendar, Create Calendar Event, Update CRM, Send Email

You are on a phone call with someone wanting to schedule an appointment.

**Follow these conversation steps:**

1. Introduce yourself briefly:
"Hi there, I'm calling to help you schedule an appointment. Can I please get your name?"

2. [Instruction]: WAIT FOR THE OTHER PERSON TO RESPOND BEFORE CONTINUING.

3. Ask what type of appointment they need and their preferred date/time.

*** Anytime you receive a question, move to the "scheduling question" state ***

4. Check availability and verify insurance if needed. Try to keep responses 
1-2 sentences. If you cannot find suitable times, offer alternatives.

5. Once appointment is booked or if conversation is over, 
say thank you and goodbye then end the call.

Skills: Query API, Search Calendar, Create Event, Send SMS, Update Database

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Configuration Options

  • Languages
  • Phone Numbers
  • Voice Selection
Lindy Phone supports 30+ languages for global reach:
  • English, Spanish, French, German
  • Chinese (Mandarin/Cantonese)
  • Japanese, Korean, Hindi, Arabic
  • And 25+ more
Configure in your phone trigger/action settings.

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Best Practices

  • Keep prompts conversational and natural
  • Plan for common scenarios and edge cases
  • Include fallback responses
  • Test with real users
  • Only add skills the agent actually needs
  • Group related actions logically
  • Test each skill in isolation first
  • Monitor usage patterns
  • Use “After Call Ends” trigger to perform any logging or post-call actions
  • Avoid trying to log or update records during the live conversation
  • Set up follow-up emails or notifications after the call completes
  • Process call transcripts and summaries post-call for better performance

Agent Steps

Deep dive into AI agent configuration

Phone Calls Guide

Detailed phone system documentation

Human in the Loop

Add approval steps to workflows

Knowledge Base

Give agents access to information
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