Set up AI phone calling
Connect your Vapi account and a phone number so an AI assistant can place calls for your team.
The written steps below are complete. The Video script tab shows exactly what the video will cover.
AI Phone Calling places calls through your own Vapi account. The assistant introduces itself as an AI calling on behalf of your team. Only the workspace owner can connect or change the key.
By the end you can
- Connect Vapi and choose a from-number
- Place a test call and find it in the call log
Steps
- 1
Open AI Calling
On: /callingType "calling" in Find a page… and choose Calling.
You should see: A Vapi connection box reading "Not connected".
- 2
Connect
On: /callingPress Connect. Paste your Vapi private API key yourself, choose the Default from-number, and press Save & verify.
You should see: The key is verified against Vapi. It is stored encrypted and never shown again.
- 3
Place a test call
On: /callingUnder Place a call enter your own number with its country code and press Call now. Listen to how the assistant opens the call.
You should see: Your phone rings and the assistant says it is an AI assistant calling on behalf of your team.
- 4
Check the call log
On: /callingFind the call under Recent calls, with its Status and Duration. Open it for the Summary and the Transcript.
You should see: The test call is listed with a summary of what was said.
- 5
Watch your minutes
On: /callingThe page shows minutes used against your limit.
You should see: You know how many minutes remain.
Tips
- Tell people at the start of a call that they are speaking to an AI, and follow the calling rules of their country.
- If a call could not be confirmed, check the call log before trying again, so nobody is called twice.
Troubleshooting
- "You're out of call minutes for this month — upgrade your plan to place more calls."
- Wait for next month's minutes or upgrade.
- "Couldn't reach Vapi — check the connection above."
- The key is wrong or was revoked. Enter a working key yourself in the Vapi connection box.
- "Only the workspace owner can connect, change or disconnect Twilio."
- Ask the workspace owner.
One row per shot, in the same order as the guide. Estimated length 1:48, recorded signed in as Owner. Use made-up data only. How to record
Say: Set up AI phone calling. Connect your Vapi account and a phone number so an AI assistant can place calls for your team.
Hold until you see: Lesson title on screen for three seconds.
Say: Type "calling" in Find a page… and choose Calling.
Hold until you see: A Vapi connection box reading "Not connected".
Say: Press Connect. Paste your Vapi private API key yourself, choose the Default from-number, and press Save & verify.
Hold until you see: The key is verified against Vapi. It is stored encrypted and never shown again.
Say: Under Place a call enter your own number with its country code and press Call now. Listen to how the assistant opens the call.
Hold until you see: Your phone rings and the assistant says it is an AI assistant calling on behalf of your team.
Say: Find the call under Recent calls, with its Status and Duration. Open it for the Summary and the Transcript.
Hold until you see: The test call is listed with a summary of what was said.
Say: The page shows minutes used against your limit.
Hold until you see: You know how many minutes remain.
Say: That is set up AI phone calling. The written steps are on this lesson's page in the ItzSEO course.
Hold until you see: End card with the lesson link.
Mark it complete to keep your place in the course.
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