The AI Callbot Beta is a voice agent that answers your business phone line, so an inbound call never rolls to voicemail just because your team is busy with guests, out running your activities, or closed for the day. For most operators a missed call is a missed booking. The callbot exists to close that gap: it picks up in a voice and greeting you choose, understands what the caller is asking, and handles the request from start to finish.

It draws on the same sources your team does. For "how does this work" questions it answers from your knowledge base; for "do you have space Saturday morning" it reads your live availability, quotes what's open, and can take the booking right there on the call. You stay in control of the details: the voice, the greeting, and whether it answers every call or only the ones nobody picks up (after-hours and overflow).

This is the phone assistant. If you want the same thing on your website, set up the AI Chatbot instead. They are separate features, but they share the same knowledge base, so content you write once powers both.

Before you start, build at least one Knowledge Base so the callbot has your content to answer from.

How the callbot answers your calls

You don't replace your phone number. TripWorks gives the callbot its own dedicated number, and you forward your existing business line to it. Callers still dial your normal number; your carrier passes the call to the callbot. You choose whether to forward all calls or only when no one answers (after-hours / overflow).

Step 1: Create the callbot

1. Go to Setup → Sell online → Callbots.
2. Select New Callbot.
3. In the Create CallBot panel, fill in the Basic Information:

   Field	What it's for
   Callbot Name	An internal label (e.g. "Annie"). It's also used throughout the rest of the form, so the Greeting field and capability descriptions read "Annie can…" instead of a generic "it can…".
   Language	The language the callbot listens and speaks in on calls. Defaults to English.
   AI Model	Which AI model powers the callbot's conversation. Defaults to GPT-5.
   Greeting	The first thing the callbot says when it answers. TripWorks seeds this with a greeting built from your business name (e.g. "Hi! Thanks for calling Otter Bay Kayak Tours. I can help you check availability or book an experience — how can I help?"), and you can edit it freely.
   Your Business Phone Number	Under Phone Number, the line you'll forward from, so the callbot knows which number it's answering for.
   Knowledge Base	The knowledge bases the callbot may answer from, on the Knowledge Base tab.

   

4. Select Create Callbot. TripWorks provisions the callbot's dedicated phone number and, on creation, automatically attaches every active knowledge base you have — nothing more to select before the callbot can start answering from your content (you can still fine-tune which ones it uses afterward, on the Knowledge Base tab). This can take a moment.

Language and AI Model

Two dropdowns on the Settings tab let you tune how the callbot itself is built, not just what it says:

• Language sets the language the callbot listens and speaks in — English, Spanish, French, German, Italian, Portuguese, Polish, Dutch, Japanese, Korean, Chinese, Russian, Arabic, or Hindi. Pick the language your callers actually speak; the Greeting and every live response come back in that language.
• AI Model sets which AI model reasons through the call — a choice of OpenAI, Anthropic, and Google models (for example GPT-5, GPT-5 Mini, Claude Sonnet 4.5, or Gemini 2.5 Flash). GPT-5 is the default and is a strong all-around choice. The lighter "Mini"/"Nano"/"Flash" variants respond faster and suit snappier call handling; the larger models handle more complex, multi-step requests more reliably.

Example: A kayak tour operator based in Miami who fields a steady stream of Spanish-speaking callers switches Language to Spanish on a second callbot, forwards after-hours calls to it, and keeps the primary English callbot answering during business hours.

Step 2: Choose what it can do

Under Capabilities, turn on what you want the callbot to do:

• Send booking payment links via SMS: the callbot texts the caller a payment link when they're ready to book.
• Check live availability: it looks up real-time availability and pricing for your activities.
• Create leads in Lead Center: it automatically creates a lead record for callers who don't book, so you can follow up.

Step 3: Set up notifications

Under How should we notify you?, choose where TripWorks sends call notifications (like a new booking or lead):

• Text the main business number
• Text team member(s): pick who
• Text a custom number

Step 4: Set your Transfer Destination and forward your line

On the Phone Number tab, the Transfer Destination section is where you set the business number the callbot hands off to — during a live transfer to a human, or any time it's outside your hours. This is the same "Your Business Phone Number" field from setup; it's now labeled Transfer Destination because that's what it actually does once the callbot is live.

Once the callbot's number is provisioned, forward your business line to it. The Phone Number tab has a View Forwarding Instructions section with the exact dial codes for major carriers, for example:

• Verizon: *72 then the forwarding number (all calls), or *71 (when no answer)
• AT&T: *21* then the number then # (all calls), or *61*…# (when no answer)
• T-Mobile: **21*…# (all calls), or **61*…# (when no answer)

Use the "forward all calls" codes to route every call to the callbot, or the "no answer" codes to use it only as after-hours / overflow. Check your carrier's own instructions if yours isn't listed.

Business hours

Beyond forwarding, the Hours tab lets you set exactly when the callbot should answer calls itself versus transfer them, plus a manual override to force it on or off right now regardless of the schedule (a holiday closure, or testing). See Set your Callbot's business hours and manual override for the full walkthrough.

Manage your Knowledge Base connections

The Knowledge Base tab lists every knowledge base on your account as a checklist, so you can see at a glance what the callbot can and can't answer from — no more guessing which article covers which topic:

• Each row shows the knowledge base's name, its word count, and a type tag (e.g. FAQ, Policy, Article).
• A "Not synced" badge appears on any knowledge base that hasn't finished syncing to the underlying voice AI provider yet. A knowledge base in that state can't be selected — it's grayed out until the sync completes, because an unsynced knowledge base genuinely isn't available to the agent yet, regardless of how the checkbox looks.
• Checking a box attaches that knowledge base to the callbot; unchecking removes it. Changes take effect the next time you save.

New callbots start with every active, synced knowledge base already attached (see Step 1) — this list is where you narrow that down if you want a particular callbot to stick to a subset of your content (for example, a callbot dedicated to one location that shouldn't quote pricing from a different location's knowledge base).

Step 5: Test it

Call your business number and talk to the callbot as a customer would — ask a question that's in your knowledge base and walk through a booking. Bookings it takes are tagged with the source AI Call Bot, and calls appear in the callbot's history. See Review AI callbot calls & analytics.

For the full booking-and-payment flow and its safeguards, see How AI bookings work.

The Info tab: reference details for support

The Info tab is read-only. There's nothing to configure here. It exists for the moments you need to hand a detail to TripWorks support or double-check when a callbot was set up:

• Agent ID: the unique identifier for the underlying voice AI agent behind this callbot. A Copy button next to it copies the ID to your clipboard. Have this ready if you contact support about a specific callbot's call quality or behavior; it lets support pull up the exact agent instead of guessing which one you mean.
• Created: the date and time this callbot was set up.
• Voice and Knowledge bases: a quick summary of the current voice selection and how many knowledge bases are attached, without switching tabs.

Upgrade Now: keeping your callbot's template current

TripWorks periodically improves the underlying prompt template that powers callbots — better call-handling logic, more reliable tool use, sharper responses. Existing callbots don't pick up those improvements automatically, since your saved Greeting, capabilities, and other customizations live on top of that template and an automatic overwrite could clobber them.

When a newer template is available for a callbot you've already created, you'll see an "A newer version of this callbot is available" banner at the top of the Settings tab with an Upgrade Now button. Selecting it pulls the latest prompt template onto your existing callbot in place — your name, greeting, voice, capabilities, knowledge bases, and phone number are untouched; only the underlying template logic updates.

Example: You set up a callbot six months ago. TripWorks ships an improved template with more natural call-transfer handling. The next time you open that callbot's Settings tab, you see the Upgrade Now banner, select it, and the callbot immediately starts using the improved logic — no re-entering your greeting or capabilities.

Frequently asked questions

Related

• Build your Knowledge Base
• Review AI callbot calls & analytics
• How AI bookings work
• Set up your AI Chatbot
• Set your Callbot's business hours and manual override