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").
   Voice	The voice callers hear. Choose from the list and use Preview voice to listen first.
   Greeting	The first thing the callbot says when it answers (e.g. "Hi! Thanks for calling. How can I help you today?").
   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.

   

4. Select Create Callbot. TripWorks provisions the callbot's dedicated phone number; this can take a moment.

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: Forward your line

Once the callbot's number is provisioned, forward your business line to it. The callbot screen has a View Forwarding Instructions link 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.

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.

Related

• Build your Knowledge Base
• Review AI callbot calls & analytics
• How AI bookings work
• Set up your AI Chatbot