EZPZ Calling AI Calling Campaigns

AI Agent Skills Voicemail SMS Email Receiving Test call

Agent personality

Your Business name

Agent’s name

Voice

Conversation tone

Pick the main goal plus the skills you want this AI agent to use. All skills are enabled by default — uncheck any you do not want available on calls.

Goal of the call

Basic Goal / Instructions for the AI

Plain-English instructions the AI follows on every call for this campaign. Up to 4000 characters.

Skills

Appointment Schedule Lets the AI list open slots and book callbacks on your calendar. Sending Text Message AI can send a follow-up SMS through eJoin (server 3) during the call. Sending Email AI can send a follow-up email to the contact’s email.

Call transfers

Add the phone numbers the AI can transfer callers to — for example Billing, a manager, or a Spanish-speaking rep. Give each destination a short label and say when the AI should offer it; the AI will pick the best match and bridge the caller.

Let the AI transfer callers to a human

Numbers are normalized to E.164 on save. The AI only transfers when a condition clearly matches — otherwise it stays on the line and tries to help directly.

Call center (disable AI Agent)

Skip the AI agent entirely — when a human answers the call, connect them straight to your call center.

Disable AI Agent and connect answered calls to my call center

Answering machine detection stays ON — if a machine answers, your Voicemail tab settings apply instead of connecting the call.

Questions (owner-maintained)

What you want the AI to ask or answer. Pick a row from the dropdown, then edit the question and acceptable answers.

Question

Acceptable answers / guidance

Voicemail handling

When the call hits an answering machine, choose how this campaign should respond.

AI Generated Voicemail Custom Voice No Voicemail

Leave an AI-generated voicemail When ON, the AI leaves a short personalized message based on this campaign’s purpose. When OFF, it ends the call after the beep.

Voicemail script

On Save, the AI voicemail is auto-written from your goals (if left blank) and synthesized in the agent voice. Edit the text and click “Generate from goals” to redraft, or “Preview voice” to hear it.

Text message

The SMS this campaign sends. Click a placeholder chip to insert it at the cursor — it is replaced with each contact’s real value when the text goes out.

Placeholders

Website URL — used by [domain]

[domain] is replaced with a rotating tracked link that redirects the contact to this URL (clicks are counted).

Callback forward-to number — used by [callback]

[callback] is replaced with a rotating number from your SIM cards. Calls to it follow your Receiving tab settings; this number is the call-center fallback.

Email subject Email body

The email this campaign sends. Click a placeholder chip to insert it at the cursor — it is replaced with each contact’s real value when the email goes out.

Placeholders

Choose how this campaign handles incoming calls, texts and emails from contacts.

Incoming calls

When a contact calls this campaign’s number back (your SIM cards).

The AI agent answers with full call briefing — who the contact is, this campaign’s goal, and the conversation so far.

Incoming texts

When a contact texts this campaign’s number.

Incoming email

When a contact replies to this campaign’s email.

Calls a US number so you can hear the agent. Uses the same context as your most recently updated contact’s thread.

Your phone number (to ring)

Select or create an AI calling campaign