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

# Lindy Phone

> Build AI-powered voice agents that can handle complex phone conversations with tool integrations

<div style={{ display: 'flex', justifyContent: 'center', margin: '2rem 0' }}>
  <div className="video-card">
    <video src="https://lindy-docs-content.nyc3.digitaloceanspaces.com/Phone%20Calls.mp4" width="600" autoPlay muted loop playsInline style={{ display: 'block', width: '100%', borderRadius: '16px' }} />
  </div>
</div>

## 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.

<Note>
  Every phone call in Lindy is automatically followed by an AI Agent node, enabling sophisticated tool integrations and dynamic responses based on the conversation.
</Note>

## How Lindy Phone Works

<Frame>
  <img src="https://mintcdn.com/lindyai/6m-Rdk3yJVAHqZQC/lindy-brand-assets/lindy-utilities-lindy-phone.png?fit=max&auto=format&n=6m-Rdk3yJVAHqZQC&q=85&s=de24e9ea5bdf0fa575bbf6b1e27910dc" alt="Phone call workflow showing call received trigger followed by AI agent node" width="3320" height="1558" data-path="lindy-brand-assets/lindy-utilities-lindy-phone.png" />
</Frame>

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.

<Tip>
  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.
</Tip>

## Setting Up Your AI-Powered Voice Agent

### 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

<Tip>
  Pro tip: Start your prompt with clear role definition: "You are a \[role] for \[company]. Your goal is to \[objective]."
</Tip>

### Step 2: Add Agent Skills

Your voice agent can perform any action available in Lindy:

<Frame>
  <img src="https://mintcdn.com/lindyai/6m-Rdk3yJVAHqZQC/lindy-brand-assets/lindy-phone-ai-agent-skills.png?fit=max&auto=format&n=6m-Rdk3yJVAHqZQC&q=85&s=5e8eac64d310abfe08935742ab75dff5" alt="AI agent skills panel showing phone-specific actions and other integrations" width="1402" height="1068" data-path="lindy-brand-assets/lindy-phone-ai-agent-skills.png" />
</Frame>

**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.

## Real Example Prompts

<AccordionGroup>
  <Accordion title="Smart Customer Support Agent">
    ```
    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
    ```
  </Accordion>

  <Accordion title="AI Sales Assistant">
    ```
    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
    ```
  </Accordion>

  <Accordion title="Appointment Scheduler">
    ```
    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
    ```
  </Accordion>
</AccordionGroup>

## Configuration Options

<Tabs>
  <Tab title="Languages">
    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.
  </Tab>

  <Tab title="Phone Numbers">
    * **Cost**: \$10/month per number
    * **Coverage**: 100+ countries
    * **Features**: Concurrent calls, SMS capable
    * **Management**: Settings → Phone Numbers
  </Tab>

  <Tab title="Voice Selection">
    Choose from multiple voice options:

    * Standard voices (included)
    * Premium voices (Business/Enterprise)
    * Gender and accent variations
    * Language-specific options
  </Tab>
</Tabs>

## Best Practices

<AccordionGroup>
  <Accordion title="Conversation Design">
    * Keep prompts conversational and natural
    * Plan for common scenarios and edge cases
    * Include fallback responses
    * Test with real users
  </Accordion>

  <Accordion title="Skill Selection">
    * Only add skills the agent actually needs
    * Group related actions logically
    * Test each skill in isolation first
    * Monitor usage patterns
  </Accordion>

  <Accordion title="Logging & Post-Call Actions">
    * 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
  </Accordion>
</AccordionGroup>

## Related Resources

<CardGroup cols={2}>
  <Card title="Agent Steps" href="/fundamentals/lindy-101/ai-agents" icon="brain-circuit">
    Deep dive into AI agent configuration
  </Card>

  <Card title="Phone Calls Guide" href="/fundamentals/lindy-101/phone-calls" icon="phone">
    Detailed phone system documentation
  </Card>

  <Card title="Human in the Loop" href="/testing/human-in-the-loop" icon="square-user">
    Add approval steps to workflows
  </Card>

  <Card title="Knowledge Base" href="/fundamentals/lindy-101/knowledge-base" icon="database">
    Give agents access to information
  </Card>
</CardGroup>
