This is a self-install kit that sets up a 24/7 AI phone agent for inbound calls. The agent answers calls, handles common questions from a knowledge base, and qualifies the caller. It books callers directly into your calendar. Genuine emergencies are routed to a human, and every call is logged to your CRM with a transcript.
The kit is a set of plain files that your own AI agent reads, sets up, and runs for you step by step. No coding is required. It is built for Claude Cowork first, and it is made for local service businesses that depend on inbound phone calls. The files describe what to achieve rather than which buttons to press, so a capable AI agent on another platform, such as ChatGPT Work, can follow the same steps.
To install, connect your voice and telephony tools at claude.com/connectors and authorize each account. Then open the kit in Claude Cowork and run the included prompt. Step-by-step instructions are included in the kit. A guided setup interviews you about your business so the workflow fits how you work.
- Type
- Self-install kit of plain files (digital)
- Built for
- Claude Cowork first; other capable AI agents can follow the same steps
- Call handling
- Answers inbound calls 24/7, answers common questions from a knowledge base, qualifies callers, books into your calendar
- Escalation
- Routes genuine emergencies to a human
- Logging
- Logs every call to your CRM with a transcript
- Best for
- Local service businesses that rely on inbound calls
- In the kit
- Start Here guide; agent install instructions; guided setup interview; Workflow Briefing; Task List; MCP Connection Guide; Tool Setup notes; Prompt Library with a ready-to-run prompt; Troubleshooting a
- Required accounts
- Claude with Cowork, Retell AI, Vapi, and Twilio (not included, billed by each tool)
- Claude plan
- Cowork Pro plan or higher
- Coding
- None required