Build an agent around your business
Start with a template for lead qualification, appointment reminders, surveys, after-hours support, payment reminders or order status. Shape the prompt, add variables and business knowledge, then publish a version you can return to. Test with the simulator before connecting a live provider.
- Prompt, language and conversation controls
- Knowledge from text, FAQs and supported URLs
- Drafts, published versions and rollback
Turn a contact list into a controlled campaign
Import CSV or XLSX contacts in the background, map fields, review validation errors and organize records with tags and segments. Choose a power or parallel campaign, calling window, retry policy, caller number or pool, and a budget. Eligibility and capacity are checked before a call starts.
Keep the next step moving
Schedule one-time or recurring calls in the relevant timezone. Build follow-up sequences with calls, SMS and email, subject to separate channel consent and connected delivery services. Google Calendar booking supports availability, rescheduling and cancellation after secure setup.
See the conversation and its cost
Review call outcomes, available transcripts, summaries and quality scores. When recording is enabled with the required consent, audio is stored privately and accessed through expiring links. Usage reports separate provider cost from platform charges, with wallet reservations and configurable spending limits.
Frequently asked questions
Which voice providers can I connect?
BoxAgent has Vapi and Retell integrations. Feature support differs by provider; the app shows supported controls. Live calls require a configured provider account and a valid caller number.
Can I try the workflow without making calls?
Yes. MockProvider simulates outcomes without calling a phone. It helps you learn the workflow before you enable billable live calls.