Abilities & Actions

Inbound Agents in the thinkrr.ai Voice AI platform aren’t just virtual assistants — they’re fully functional AI receptionists equipped with built-in decision-making and response mechanisms. These agents can book meetings, transfer calls, notify reps, and access structured information using Knowledge Packs. This guide walks through how to configure and deploy each action.

Overview

Inbound Agents in AVA Voice AI are more than voice bots — they’re AI receptionists that can handle real conversations and take meaningful action in real time. You can configure each agent with a set of built-in abilities such as:

• Real-Time Appointment Booking
• Live Call Transfers
• Internal Rep Notifications
• Knowledge Pack Referencing (account-wide)

Each ability is optional and fully customizable, allowing you to tailor the agent’s behavior based on your business logic — whether it’s lead capture, sales routing, appointment scheduling, or support triage.

💡 Why it matters:
With configurable actions and shared memory via Knowledge Packs, you can create scalable AI workflows that respond intelligently to caller intent — just like a trained human assistant.

Where to Configure Agent Actions

To access the action settings:

1. Open your AVA dashboard and select any Inbound Agent.
2. In the Agent Configuration tab, scroll past the custom field inputs.
3. Stop at the section titled “What actions can the agent take?”

Each action is shown as a toggle switch. Turning a toggle on will open a side panel where you can configure the logic and setup for that action. Configurations are retained even if toggles are later turned off, making it easy to update or re-enable features at any time.

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Real-Time Appointment Booking

This ability allows your AI agent to book calendar appointments on your behalf during live phone or web widget calls using connected GHL Round Robin calendars.

How to Configure:

• Toggle Real-Time Booking on
• Choose a calendar from the list
• Set conditions for when the booking should happen (e.g. only if caller qualifies)
• Define fallback messages if no times are available

Notes:

• Works only with GHL Round Robin calendars
• Supports up to 10 calendar connections per agent
• Testing requires a real phone call or Web Agent — test calls won’t trigger bookings

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Call Transfer

This ability allows the AI to transfer a caller to another phone number — this can be a human, another AI agent, or a routing number.

How to Configure:

• Toggle Call Transfer on
• Enter the phone number to transfer to
• Add a handoff message to explain the transfer
• Define trigger logic (e.g. after caller requests to speak to someone)
• Multiple call transfers can be set up with unique hours and conditions. If two conditions are true at once, the system prioritizes the first configuration in the list.

• You can configure business/availability hours for inbound call transfers to avoid disruptive off-hour transfers (e.g., 3 AM calls).

• Select your timezone and select the days of the week and customize the hours for each day. After customizing one day, use Copy All to apply the same hours across all days, if you wish.

Outside configured hours, the agent will offer alternatives such as taking a message or sending an email.

Notes:

• Only works during phone calls, not Web Agent sessions
• Call recordings end at the moment of transfer for compliance reasons
• Transfers can be stacked — you can create multi-agent handoffs
• Transfer behavior respects the configured hours and order of precedence

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Notify the Representative

This feature sends an internal summary email after each call to up to 10 team members. It’s a useful tool for updating staff or handing off leads after qualification.

How to Configure:

• Toggle Notify the Rep on
• Add one or more internal email addresses
• Done — no further configuration required

Each email includes:

• Caller name and number
• Time of call
• Agent name
• Call summary
• Call sentiment
• Transcript
• Call recording link

⚠️ This is for internal use only. Do not use it to send confirmation emails to customers.

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Optional: Add a Knowledge Pack

KP Configuration

A Knowledge Pack allows your agent to access and reference structured company information during conversations. It can be used across both inbound and outbound projects and is especially helpful for handling FAQs, objection handling, or product-specific queries.

Depending on your plan, you may be able to create one or more packs and attach them to specific agents as needed.

Supported Plans:

• Business Professional: 1 Pack
• Business Growth: 2 Packs
• Agency Lite: 1 Pack
• Agency Unlimited: 2 Packs

Steps to Add a Knowledge Pack:

1. Access the Knowledge Pack Builder

   • In your Inbound Agent configuration screen, scroll down and click “Knowledge Packs” in the left panel.

     
2. Create a New Knowledge Pack

   • Click “Create New Knowledge Pack” to launch the builder.

     
3. Add Content to Your Pack

   You can populate your Knowledge Pack using one or both of the following:

   • Upload files (.csv, .xlsx, .pdf, .txt, or .docx)
     • Max file size: 50MB each
     • Total upload limit: 500MB
   • Enter URLs to let AVA scan selected web pages

   
4. Edit, Refresh, or Disable Packs

   Once your pack is created, you can:

   • Edit the content
   • Refresh to re-scan attached URLs
   • Delete the pack permanently
   • Disable/Enable the pack without losing content

   Disabling a pack turns off agent access but preserves the data so you can re-enable it later.

   

🚫 Note: Sub-accounts cannot access Knowledge Packs created by an agency’s main account.

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Key Benefits

• Automation: Save time by automating calendar bookings and internal alerts.
• Responsiveness: Route callers instantly based on urgency or intent.
• Customization: Configure logic and conditions for each action per agent.
• Memory: Give agents shared knowledge through reusable Knowledge Packs.
• Scalability: Use agents as front-line assistants for multiple departments.

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Notes & Testing Considerations

• Test calls made via the AVA test call button do not trigger actions
• You must make a real phone call or web widget interaction to test bookings, transfers, or notifications
• Calendars must be Active in GHL and belong to the same account that is connected to AVA
• Notify emails will show @thinkrr.ai branding unless a white-labeled domain is set

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FAQs & Troubleshooting

General Questions

What is a Knowledge Pack?

A Knowledge Pack is a shared memory module that lets your AI agents reference structured company information — like services, FAQs, or pricing — during calls. They enhance the agent’s accuracy and reduce the need for hard-coded scripting.

Can each agent have different actions enabled?

Yes. Each Inbound Agent can be individually configured. For example, your sales agent can be set to book meetings and notify reps, while your support agent only transfers calls.

Do Notify The Rep emails go to callers?

No. These are internal notifications only. To send confirmation emails to callers, set up a GHL workflow instead.

Do Knowledge Packs work for outbound agents too?

Yes. Once created, a Knowledge Pack can be assigned to both inbound and outbound agents — allowing them to pull answers from the same information.

Configuration

Where do I configure agent actions?

Inside the Agent Configuration screen, scroll to the section titled “What actions can the agent take?”. Each toggle opens a setup panel with configuration options.

How do I define trigger conditions for actions?

Each action allows you to define when it should activate. Use keywords or call flow logic to trigger bookings, transfers, or notifications only in the right scenarios.

How many calendars can I connect for booking?

You can connect up to 10 GHL Round Robin calendars to each inbound agent. These must be part of the same GHL account connected to your AVA workspace.

How do I white-label Notify The Rep emails?

In your White Label > Email settings, configure and verify a custom domain. Once verified, outbound emails will display your branding instead of thinkrr.ai.

Usage and Results

Can I test agent actions using test calls?

No. Actions like bookings and transfers only work in real phone calls or live Web Agent sessions. In-app test calls simulate logic but don’t trigger external actions.

What happens when a call is transferred?

The AI disconnects and the call is passed to the destination number. Recordings end automatically to comply with privacy regulations.

Why am I still seeing @thinkrr.ai on notification emails?

You likely haven’t completed domain verification for your custom email address. Until that’s done, AVA defaults to thinkrr.ai branding on outbound emails.

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For more guidance, try the Virtual Support Agent — available 24/7 at thinkrr.ai/support.

Need hands-on help? Visit help.thinkrr.ai or email us at [e-mail].