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Quick Overview

This inbound flow lets Lindy:
  • Answer calls on a dedicated number
  • Gather the caller’s name and question in natural conversation
  • Access pre-loaded context for fast, accurate responses
  • Respond concisely and close the loop
  • Record summaries to Sheets and alert your team in Slack
Start from the inbound support template and customize.

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Setting Up Your Inbound Call Bot

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Step 1: Provision a Number

Call Received trigger
  1. Click the Call Received trigger.
  2. Purchase or select a unique Lindy Phone number.

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Step 2: Add Context for Support Knowledge

Pre-load your support information to ensure fast response times during calls.
Add Context action
  • Action: Add Context
  • Upload lightweight company context: FAQs, key policies, common troubleshooting steps
  • Keep it concise — this context stays in memory during the entire call for optimal latency
We use Add Context instead of Search Knowledge Base because even though you can perform actions during phone calls, pre-loading lightweight context helps maintain fast response times.

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Step 3: Inbound Phone Call Agent

Configure your AI agent to handle the conversation with pre-loaded context.
AI Agent for calls
AI Agent prompt: 
You are a professional customer support agent answering inbound calls.

Instructions:
- Greet callers warmly and ask for their name
- Listen to their question and provide helpful answers using the context provided
- Keep responses concise and conversational (1-2 sentences)
- End calls politely when the issue is resolved
- Always maintain a friendly, professional tone

Use the company context provided to answer questions about policies, procedures, and common issues.
Use balanced or fast Claude models for phone calls — they perform well for real-time conversations.

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Step 4: Document the Call

Track all phone interactions for quality assurance and follow-up.
Append row and task URL
  • Get Task URL → store reference link.
  • Google Sheets – Append Row with name, question, answer, outcome, URL.

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Step 5: Team Alert

Notify your team about the call for immediate follow-up if needed.
Slack alert
Send a Slack message summarizing the call with the task URL.

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Best Practices

Pre-load only essential info — too much context can slow down responses.
Callers prefer concise answers; avoid reading long policy text aloud.
Sheet + Slack combo creates an instant audit trail for QA.
Refresh your context monthly to keep answers current and accurate.

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Next Steps

Smart Support Agent

Mirror the same logic in your inbox

Phone Calls

Build advanced voice workflows

Report Generator

Generate insights from call data

Knowledge Base

Store call scripts and FAQs
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