Set up your AI Callbot (phone)

Add an AI voice agent that answers your phone. Pick a voice, set a greeting, forward your business line, and let it answer callers and take bookings.

Written By Melanie Gannone (Super Administrator)

Updated at July 7th, 2026

The AI Callbot answers your phone. It's a voice agent with a greeting and a voice you choose; it talks to callers, answers their questions from your content and live availability, and can take a booking — so calls get handled even when your team can't pick up.

This is the phone assistant. If you want an assistant on your website, set up the AI Chatbot instead — they're separate features.

The callbot is rolling out gradually and may not be enabled on your account yet. If you don't see Callbots under Setup → Sell online, contact us to request access.

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.
The Create CallBot panel showing Basic Information — Callbot Name, a Voice picker with preview, a Greeting, and the business phone number to forward from
Name the callbot, pick a voice, write its greeting, and set the number you'll forward from.
  1. 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.
The Create CallBot panel's Capabilities section with toggles for SMS payment links, live availability, and lead creation, plus notification options
Pick the callbot's capabilities and where it should send call notifications.

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.

Built for attractions, tours & activities

Never miss a call again

See how attractions, tours, and activities use TripWorks' AI callbot to answer the phone and take bookings when their team can't. Book a demo and make the switch.

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