AI Agents
Turn your business numbers into helpful voice and text conversations that move enquiries toward the next step.
In the CRM: AI Agents
Put your business number to work
An AI agent can answer enquiries, gather useful details, help book appointments and continue a text conversation. Give it your business facts, a clear job and the actions it should use. Your staff can then focus on the conversations that need their attention.
Telnyx is your carrier for the numbers, calls and texts connected to Mango9. Once your carrier connection and numbers are ready, use AI Agents to create the assistant and connect the right number. Staff and buyers keep their own extensions for calls that should reach a person.
The current editor supports one agent with separate inbound voice, outbound voice and Text settings. Inbound answers calls to an attached number; outbound handles calls you request through a test, workflow or campaign. Text has its own on/off control and reply schedule.
Choose a useful first job
| Marketing scenario | What to ask the agent to do | Next step for the business |
|---|---|---|
| Turn advertising calls into consultations | Ask what service the caller needs, check calendar availability and help book a suitable time. | Staff open the appointment with the enquiry already recorded. |
| Qualify a new lead | Collect the requested service, location and relevant project details. Update the contact and offer a handoff. | Your team reviews the lead and sends it through the appropriate sales or buyer campaign. |
| Keep enquiries moving after hours | Answer common questions, record what the customer needs and arrange a follow-up. | Staff return to a useful contact record and next step. |
| Follow up on an existing enquiry | Use a separately configured outbound prompt for the reason you are calling and the result you want. | Review the call outcome and continue the enabled workflow. |
| Continue by SMS | Answer incoming texts on the connected number or send a requested follow-up using the enabled action. | Staff and AI replies stay in the Text conversation for review. |
Understand the agent list
- Type shows the voice modes configured for the agent. Channels shows Voice, Text or both.
- Numbers shows the business number connected to the agent. Open Edit to review its routing.
- Status shows whether the agent is Active or Inactive. Open the editor’s Agent readiness panel to check the service connection, number routing and synchronized actions.
- Edit opens the settings. Enable or Disable changes availability; Delete removes the agent after confirmation.
- If an AI workspace selector appears, choose My account or the permitted buyer before managing the agent. Keep that workspace in mind when selecting numbers and reviewing history.
Build the complete follow-up
For example, a home-services campaign can advertise a Telnyx number, use an AI agent to discuss the project and arrange a consultation, then continue with a requested SMS. A staff member can open the lead, review the conversation and take over through their extension.
A lead-selling business can organize the enquiry in Mango9 and use Sell Leads & Calls to route opportunities to buyers. Give the buyer an extension and a clear campaign role. Call tracking, lead activity and appointment reports help you review what happened after the advert.
Use SMS templates for repeatable staff messages and campaign wording. Use the AI agent’s instructions and greetings to guide its conversational replies. Both help make the customer experience consistent.