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Telnyx AI: Assistants — Full Documentation

Complete page content for Assistants (AI section) of the Telnyx developer docs (https://developers.telnyx.com). This file: https://developers.telnyx.com/development/llms/ai-assistants-llms-full-txt.md · Root index: https://developers.telnyx.com/llms.txt

Guides

Voice Assistant

Source: https://developers.telnyx.com/docs/inference/ai-assistants/no-code-voice-assistant.md
In this tutorial, you’ll learn how to configure a voice assistant with Telnyx. You won’t have to write a single line of code or create an account with anyone besides Telnyx. You’ll be able to talk to your assistant over the phone in under five minutes. After this tutorial covers the basics, we will explore some optional enhancements, such as changing your voice or language model providers and empowering your assistant with built-in tools. Try out the public demos for a real example of the finished product.

Video Tutorial

Watch this step-by-step demonstration of creating a voice assistant:

Requirements

There are 2 required steps for this tutorial
  1. Configure your AI Assistant
  2. Configure the voice settings

Configure your AI Assistant

First, navigate to the AI Assistants tab in the portal. You will create a new assistant to configure what context your assistant has and how it behaves. For this tutorial, we will use a blank template. AI Assistant Portal Templates You can use the following instructions and greeting, or use your own. Instructions:
Greeting:
AI Assistant Portal Config Telnyx provides these system variables to inject details about a specific call into the instructions and greeting: Telnyx also supports timezone-aware date/time variants (e.g. {{telnyx_current_time_America/New_York}}), shorthands ({{telnyx_current_date}}, {{telnyx_current_weekday}}), and a custom date format filter. See dynamic variables for the full list. You can also define your own custom dynamic variables and set them via webhook, custom SIP headers, or an outbound API call. In this example, you’ve given the assistant access to the most commonly used system variables and a custom {{first_name}} variable in the greeting. Notice that by default, the Hangup tool is configured. This enables your assistant to end the call at an appropriate time.

Configure the voice settings

In this step, you can use the default voice settings, click Create, and enable the agent for calls when prompted. Or feel free to explore the wide range of voices in the playground.
  • TTS (Text-to-Speech): Telnyx, AWS, Azure, Elevenlabs, Inworld
  • STT (Speech-to-Text): Telnyx (whisper), Deepgram, Azure — see Transcription Settings for model details and configuration
You can browse the list of available voices and configuration options in the Text-to-Speech Available Voices page. Ultra and xAI Grok voices support Expressive Mode with inline SSML emotion tags and nonverbal cues like [laughter]. Background Audio You can also configure background audio to play during the call. This provides a more realistic noise environment for voice calls, making longer pauses from tool calls feel more natural. Customers can select from our list of predefined options or share their own custom public URL. Speaking Plan Customers are in full control of when an agent starts talking and can distinguish between 4 types of pauses:
  1. Wait seconds sets your baseline. A customer service agent might use 0.3 seconds for snappy responses. An agent calling into an IVR system needs 1.5 seconds to account for slower robotic speech.
  2. On punctuation seconds handles high-confidence endpoints. When the transcription ends with a period or question mark, the user likely finished their thought. Set this to 0.1 seconds for minimal delay.
  3. On no punctuation seconds handles uncertainty. The user said “my order number is” and paused. They’re probably looking at their screen. Set this to 1.5 seconds so the agent doesn’t interrupt with “I didn’t catch that” while they’re reading the digits.
  4. On number seconds handles digit sequences specifically. People read numbers slowly: “4… 7… 2… 9.” Each pause could trigger a response. Extending this to 1.0 seconds prevents the agent from cutting them off at “4… 7…”
Noise Suppression Enable noise suppression to reduce background noise during calls. This is especially valuable for AI assistants — cleaner audio improves STT accuracy and leads to better AI responses. Two engines are available through the assistant’s telephony_settings: For STT-optimized noise suppression, Telnyx also offers AiCoustics — an engine tuned to maximize speech recognition accuracy in real-world conditions. AiCoustics is not available through the assistant’s telephony_settings field; it is applied per-call via the Call Control API suppression_start action with noise_suppression_engine: "AiCoustics". See the Noise Suppression guide for the full engine list and configuration. To enable via the Mission Control Portal, select the noise suppression engine under the voice settings when creating or editing your assistant. AI Assistant Noise Suppression To enable via the API, set noise_suppression in telephony_settings:
Set to "disabled" to turn off noise suppression. See the Noise Suppression guide for more details on engines and direction options. AI Assistant Voice Config

(Optional) Assign a phone number

If you have already purchased a Telnyx number with voice features, you can immediately assign it to your assistant. You can also click Next, as completing this step is not needed for testing your assistant. AI Assistant Number Config

(Optional) Enable messaging

Telnyx assistants work with messaging as well. This is not covered in this tutorial.

Test it out!

You should now be able to interact with your voice assistant. When you are ready, you can ask the assistant to hang up to test out the Hangup tool. Call Agent Talking to Agent If you assigned a number to your assistant, you can also have your assistant call you:
  • from the portal
  • via API/CLI
  • in an automated workflow like Zapier using our TeXML Outbound Call action.
Outbound Selection Outbound Calling Agent If you are using the curl provided, make sure to set the TELNYX_API_KEY environment variable with your API Key

Outbound calls via API

To initiate an outbound call with your AI assistant via API, use the /v2/texml/ai_calls/ endpoint:
If your assistant has voicemail detection options configured in the telephony settings, include these AMD parameters:

Review the conversation

You can see all historical conversations in the Conversation History tab AI Assistant Transfer This example shows a conversation where the Handoff tool was used.

MMS integration during voice calls

Your AI Assistant can now receive and process MMS messages during live voice calls, enabling visual context and real-time image analysis. This powerful feature allows your assistant to handle complex scenarios where visual information is crucial.

How it works

When a user sends an MMS message during an ongoing voice call with your AI Assistant, the agent can:
  • Automatically detect incoming MMS messages.
  • Access and analyze attached images using vision-capable Language Models (VLMs).
  • Provide real-time responses based on visual content.
  • Continue the voice conversation with enhanced context.

Use cases

Configuration

MMS integration requires the following setup for your AI Assistant:
  1. Messaging must be enabled - Ensure messaging is enabled for your Voice AI Agent to receive MMS during calls.
AI Assistant Messaging Configuration
  1. Vision-capable models required - Use one of the two supported vision models: Groq/llama-4-maverick-17b-128e-instruct or OpenAI/gpt-4o for image processing.
  2. Image processing - The assistant can handle common image formats (JPEG, PNG, etc.).

Best practices

  • Model selection: Choose one of the two supported vision models when configuring your assistant.
AI Assistant Model Selection
  • Response timing: The assistant will process images and respond within the voice call flow.
  • Image quality: Higher resolution images provide better analysis results.
  • Context integration: The assistant seamlessly combines visual and conversational context.
For detailed information about vision Language Models and how to use them with our API, see our Models page.

Supported language models

Telnyx AI Assistants support multiple language models. You can select a model in the Agent tab when creating or editing an assistant. For a complete list of available models, see Available Models. Native models run on Telnyx infrastructure with no external API key required. For models from external providers, see Third-party integrations or Custom LLMs for Assistants.

Optional enhancements

Integrations

You can integrate your assistant with enterprise platforms to access customer data, create tickets, update records, and automate workflows directly during conversations. Telnyx AI assistants support integrations with:
  • Salesforce - CRM and customer service
  • ServiceNow - IT service management
  • Jira - Project and issue tracking
  • HubSpot - Marketing and sales CRM
  • Zendesk - Customer support
  • Intercom - Customer messaging
  • Github - Code hosting and version control
  • Greenhouse - Applicant tracking
Select the integration from the dropdown AI Integration Dropdown Enter your credentials AI Integration Creds Connect the integration to the assistant and choose the enabled tools AI Integration Dropdown Learn more: For comprehensive setup guides, required credentials, available tools, and best practices for each integration, see the AI Assistant Integrations documentation.

Additional built-in tools

Besides Hangup, we offer several additional built-in tools to empower your agent to take real-world actions. Webhook With the webhook tool, your agent can make API requests. You can configure headers (with integration secrets), along with path, query, and body parameters. You can also reference dynamic variables in the webhook path or in the parameter descriptions. AI Assistant Webhook After you’ve saved a webhook tool on your assistant, you can test it out with sample data by clicking the play button icon on the tool. AI Assistant Webhook Test Handoff With the handoff tool, you can enable multiple assistants to support a user in a single conversation. By default, the handoff is transparent to the user: assistants share the same context and voice, allowing for a unified experience where a variety of tasks can be handled by a team of specialists working behind the scenes. You can also toggle to the distinct voice mode, where all assistants retain their voice configuration, providing the experience of a conference call with a team of assistants AI Assistant Transfer Learn more about agent handoff, including best practices, industry-specific templates, and advanced configuration in the Agent Handoff guide. Transfer and SIP Refer With the transfer and SIP Refer tools, your agent can transfer or refer a call to a list of named targets. AI Assistant Transfer Send DTMF With the Send DTMF, your agent can interact with legacy IVR systems. Client-Side Tools Client-side tools let the assistant call functions that run directly in the browser during a WebRTC voice or chat conversation. This is useful for reading data the page already has, triggering UI actions, or calling APIs authenticated with the user’s browser session. See the Client-Side Tools guide for setup and implementation details.

Model Context Protocol (MCP) Servers

You can configure an MCP Server with Telnyx and then add it to an assistant. If the URL for the server must be kept secret (because the server is not otherwise authenticated), you may store it securely as an integration secret with Telnyx. AI Assistant MCP AI Assistant MCP Config When setting up your MCP servers with Telnyx AI Assistants, Telnyx automatically includes a telnyx_conversation_id with each MCP tool call. If you are managing your own MCP Server, the telnyx_conversation_id can be used for tracking and controlling the flow of conversations within your applications. This is sent on _meta field of MCP. To receive the conversation ID at the start of a voice conversation, you have two options: The telnyx_conversation_id is set by the Telnyx platform, not by the AI agent, and as such is not susceptible to prompt injection attacks.

Knowledge Bases

You can use the Knowledge Bases tab to enable your assistant to retrieve your custom context. First, provide a name AI Assistant KB Then upload files or provide a URL AI Assistant KB URL

Insights

You can automatically run structured and unstructured analysis on every assistant conversation using the Insights tab. AI Assistant Insights You can assign an Insight Group to your assistant, which can have one or more Insights. Insights can be reused across Groups, and Groups can be reused across Assistants. You can also configure a webhook URL to receive conversation insights after they are generated. AI Assistant Insights Webhook Learn more: For comprehensive guides on creating insights, using structured data schemas, organizing insight groups, configuring webhooks, and industry-specific use cases, see the AI Insights documentation.

Embeddable Widget

You can easily embed a customizable voice and chat widget on your frontend in the Widget tab.

Programmatic Voice

You can also start your assistant as part of a programmatic voice application using the Start Assistant command.

Third-party integrations

By default, every component of a Telnyx AI Assistant runs on Telnyx infrastructure. You can, however, BYO LLM or TTS using third-party providers.

Vapi integration

If you have voice assistants configured in Vapi, you can import them as Telnyx AI Assistants in a single click. If you want to use a voice from Vapi in your existing Telnyx assistant, you will
  1. Create a Vapi API Key.
  2. Reference the key in your Assistant voice configuration.
Create a Vapi API Key
First, check out their guide on creating an API Key
Reference the key in your Assistant voice configuration
In the voice tab for your assistant, you can select Vapi as the provider. A new dropdown will then appear to reference your API key. You can give the secret a friendly identifier and securely store your API key as the secret value. To enable a multilingual agent, set the transcription model to deepgram/nova-3. You will not be able to access the value of a secret after it is stored. You can also manage all your secrets in the Integration Secrets tab in the portal. Choose a memorable identifier to refer to the API key and store it in the Secret Value field. Integration Secret Portal Config

ElevenLabs integration

If you have Conversational AI agents configured in Elevenlabs, you can import them as Telnyx AI Assistants in a single click. If you want to use a voice from ElevenLabs in your existing Telnyx assistant, you will
  1. Create an ElevenLabs API Key
  2. Reference the key in your Assistant voice configuration
Requests from a free plan are rejected. You will likely have to use a paid plan to set up this integration successfully.
Create an ElevenLabs API Key
First, check out their guide on creating an API Key
Reference the key in your Assistant voice configuration
In the voice tab for your assistant, you can select ElevenLabs as the provider. A new dropdown will then appear to reference your API key. You can give the secret a friendly identifier and securely store your API key as the secret value. To enable a multilingual agent, set the transcription model to deepgram/nova-3. You will not be able to access the value of a secret after it is stored. ElevenLabs Voice Config You can also manage all your secrets in the Integration Secrets tab in the portal. Choose a memorable identifier to refer to the API key and store it in the Secret Value field. Integration Secret Portal Config

OpenAI integration

To use an LLM from OpenAI in your assistant, you will
  1. Create an OpenAI API Key
  2. Configure the language model in your AI Assistant
Requests from a free plan are rejected. You will likely have to use a paid plan to set up this integration successfully.
Create an OpenAI API Key
First, check out their guide on creating an API Key
Configure the language model in your AI Assistant
Back at the AI Assistants tab in the portal, edit your assistant. First, change the model to an OpenAI model like openai/gpt-4o. Then follow the same API Key steps as described in the ElevenLabs section above.

Realtime Conversations

Source: https://developers.telnyx.com/docs/inference/ai-assistants/realtime-conversations.md
Open a real-time voice conversation with a Telnyx AI Assistant over a single WebSocket. Your application streams microphone audio to Telnyx as base64-encoded PCM16 frames, and Telnyx streams back lifecycle events, speech-detection events, user and assistant transcripts, and the assistant’s synthesized speech. Everything about the assistant’s behavior — instructions, model, voice, language, tools, transcription and interruption settings — is configured on the assistant itself, in the Portal or through the Assistants API. The WebSocket carries only the conversation: audio in, events and audio out. There is no session configuration to manage on the socket, and no frame to request a response — the assistant owns turn-taking and answers automatically when the user finishes speaking. Coming from the OpenAI Realtime API? The wire format is intentionally similar. See Migrate from the OpenAI Realtime API for an event-by-event mapping and the behavioral differences.

How a conversation flows

  1. Open a WebSocket connection, optionally setting the audio format through query parameters.
  2. Telnyx authenticates the connection, starts a conversation with the requested assistant, and sends a session.created frame confirming the negotiated input and output audio formats.
  3. Stream microphone audio as input_audio_buffer.append frames.
  4. Telnyx runs server-side voice-activity detection (VAD) and sends input_audio_buffer.speech_started and input_audio_buffer.speech_stopped on speech edges, followed by the user’s transcript.
  5. The assistant responds with a response.created frame, a stream of audio and transcript deltas, then response.output_audio.done and response.done.
  6. Speaking while the assistant is talking triggers barge-in: Telnyx stops the response and starts a new turn.

Connect and authenticate

Authenticate the WebSocket handshake with a Telnyx API v2 key in the Authorization header:
Browsers cannot set headers on WebSocket connections, so connect from your backend. For browser-based voice agents, use the WebRTC-based @telnyx/ai-agent-lib library instead — it handles media capture, playback, and client-side tools for you. Audio negotiation happens at connect time through query parameters:
Node.js
Python
All frames in both directions are JSON text messages with a type field. Audio travels inside JSON frames as base64 — never as binary WebSocket frames.

Session lifecycle

The first frame Telnyx sends is session.created. It confirms the conversation has started and reports the negotiated audio formats — read the output rate from it before playing any assistant audio:
Each WebSocket connection starts a new conversation with the assistant. Turn detection is always server_vad — there is no manual turn mode to configure. Only assistants whose voice streams raw PCM are supported over this WebSocket. Assistants whose voice outputs a compressed format (for example mp3 or opus) are rejected with an unsupported_voice_output_format error.

Handling audio

Stream microphone audio

Send audio as input_audio_buffer.append frames. The audio field is base64-encoded, raw little-endian PCM16 (16-bit signed, mono) at the sample rate you chose with input_sample_rate:
There is no commit step. Keep appending audio continuously — server-side VAD detects when the user starts and stops speaking and turns the buffered audio into conversation turns automatically. A few practical rules:
  • Stream at a real-time pace, in small chunks (for example 20–100 ms of audio per frame). The server enforces an ingress budget; sending far faster than real time fails with an ingress_budget_exceeded error.
  • Keep frames under 1 MiB. Larger frames are rejected with a frame_too_large error.
  • Wait for session.created before sending audio.
Node.js
Python
If your capture pipeline produces float samples (for example the Web Audio API), convert them to PCM16 before encoding:

Speech detection and user transcripts

Telnyx runs voice-activity detection server-side and reports speech edges. Both events are edge-triggered — each is sent only when the speaking state actually changes, and speech_stopped is never sent without a preceding speech_started:
After the user’s turn ends, Telnyx sends the transcript of what they said:

Receive assistant audio

Each assistant turn arrives as an ordered sequence of frames, correlated by response_id:
Node.js
Python
For a natural conversation, play deltas as they arrive rather than waiting for response.done. Buffer the decoded PCM16 in a queue that your audio output drains at the output sample rate.

Interruption and barge-in

Barge-in is built in. If the user speaks while the assistant is talking, Telnyx detects it, stops generating the response, and starts a new turn — you don’t send anything to make that happen. The interrupted turn finishes with response.done and status: "cancelled". One thing remains your responsibility: audio you have already received and queued locally. When you see input_audio_buffer.speech_started during playback, flush your local playback queue so the assistant doesn’t keep talking out of your speakers over the user:
You can also interrupt programmatically — for example when the user taps a stop button — with response.cancel:
Include response_id to target a specific response, or omit it to cancel the current one. Cancelling flushes playback on the Telnyx side and is followed by a response.done frame with status cancelled. Cancelling a stale or already-finished response is a no-op. Interruption sensitivity is tuned on the assistant, not the socket — see Interruption Settings.

Send text instead of audio

Inject a completed user turn as text with conversation.item.create. The assistant answers it exactly as it would a spoken turn — including responding with audio:
There is no response.create frame — the assistant owns turn-taking and answers automatically. Items of any other shape are rejected with an invalid_item error.

Tool calls

Assistants can use two kinds of tools during a realtime conversation. Both are configured on the assistant — see the Tools Library.

Server-side tools: observe

Webhook and MCP tools execute on Telnyx. The socket surfaces them as informational frames so you can show tool activity in your UI, but you don’t execute or respond to them:

Client-side tools: execute and respond

When the assistant invokes a client-side tool, Telnyx sends a conversation.item.created frame containing a function_call item. Run the tool locally, then return the result with a conversation.item.create frame carrying a function_call_output item that references the same call_id. The assistant continues once the result arrives, or after the tool times out.
Node.js
Python

Error handling

Errors arrive as error frames. Some errors are non-fatal and leave the session open; others close the connection after the frame is sent.
If the connection closes, reconnecting starts a new conversation — a fresh conversation_id is issued in session.created.

Learn more


Migrate from OpenAI Realtime

Source: https://developers.telnyx.com/docs/inference/ai-assistants/migrate-from-openai-realtime.md
The Telnyx Assistant Conversation WebSocket speaks a wire format intentionally close to the OpenAI Realtime API over WebSockets: JSON frames with a type field, base64 PCM16 audio in input_audio_buffer.append, assistant speech in response.output_audio.delta, and familiar event names throughout. Most migrations are a matter of changing the URL, moving session configuration onto the assistant, and deleting client code that Telnyx makes unnecessary. The one architectural shift to internalize before touching code:
With OpenAI, the socket is the product: you configure the session, manage the conversation, and request every response. With Telnyx, the AI Assistant is the product: instructions, model, voice, and tools live on the assistant, and the assistant owns turn-taking. The socket only carries the conversation.
This makes the Telnyx client simpler than the OpenAI client it replaces — most of the migration is deleting code.

Before you start

Create and configure an AI Assistant in the Portal (or via the Assistants API — see Assistants API in the sidebar). Everything you used to send in session.update becomes assistant configuration: Nothing can be reconfigured over the socket mid-conversation — there is no session.update frame. If your application changes instructions or tools mid-session today, restructure that into assistant configuration (dynamic variables, memory) before migrating.

Connection and authentication

Before (OpenAI)
After (Telnyx)
Audio is PCM16-only in both directions (g711_ulaw/g711_alaw are not available over this WebSocket). Input sample rate is one of 8000, 16000, 24000, 44100, 48000 Hz (default 16000). The output rate is determined by the assistant’s voice — read it from session.created instead of assuming 24 kHz:

Event mapping

Client → server frames

Server → client frames

Turn-taking: delete your response orchestration

On OpenAI, a manual-VAD or push-to-talk client drives the conversation: appendcommitresponse.create. On Telnyx the server drives it — you stream audio continuously and turns happen:
Before (OpenAI, manual turns)
After (Telnyx)
Consequences to plan for:
  • Turn detection is always server_vad. You cannot disable it (turn_detection: null) or use semantic VAD. Push-to-talk UIs still work — only send audio while the button is held — but the turn boundary is still decided by server VAD, tuned via Interruption Settings.
  • Automatic responses cannot be turned off. There is no create_response: false mode where you inspect the transcript before allowing a reply.
  • Text turns need no trigger. conversation.item.create with input_text gets an automatic spoken response — do not follow it with response.create.

Interruption handling

Barge-in is automatic: when the user speaks over the assistant, Telnyx cancels the response (final response.done has status: "cancelled") and starts a new turn. Your OpenAI truncation bookkeeping — tracking item_id, measuring played milliseconds, sending conversation.item.truncate — has no Telnyx equivalent and should be deleted. Keep exactly one client-side behavior: flush locally queued audio when speech starts.
Before (OpenAI)
After (Telnyx)

Function calling

Tool definitions move from session.update payloads to the assistant’s tool configuration. At runtime, two OpenAI patterns collapse into one Telnyx pattern:
  • Tools your backend served (the common OpenAI pattern) usually become webhook or MCP tools: Telnyx calls your endpoint directly and the socket only shows informational response.tool_call.started / .completed frames. Your client-side function-calling code is deleted entirely.
  • Tools that must run in your client process become client-side tools. The round-trip resembles OpenAI’s, with two changes: the request arrives as a single conversation.item.created frame with complete arguments (no function_call_arguments.delta streaming, no digging through response.done output), and you don’t send response.create after the output.
Before (OpenAI)
After (Telnyx)

OpenAI features without a Telnyx equivalent

Audit your application for these before migrating — they are not available over the Assistant Conversation WebSocket today:
  • Session reconfiguration — no session.update; configuration is fixed for the life of the connection.
  • Manual turn control — no turn_detection: null, create_response: false, input_audio_buffer.commit/.clear, or semantic VAD.
  • Out-of-band responses and custom context — no response.create, so no conversation: "none", per-response input arrays, response metadata, or per-response overrides (voice, modality, max_output_tokens).
  • Text-only output — responses are always spoken; use the transcript deltas for text. (For a pure text channel, use the Assistants chat API instead — see Assistants API in the sidebar.)
  • Conversation item manipulation — no conversation.item.truncate, .retrieve, or .delete, and no assistant-message injection into history.
  • Image inputinput_image content is not supported; conversation.item.create accepts input_text and function_call_output items only (anything else is rejected with invalid_item).
  • G.711 audio — PCM16 only, in both directions.
  • Rate-limit telemetry — no rate_limits.updated frames.
If one of these is load-bearing for your application, talk to your Telnyx point of contact before scheduling the migration.

Migration checklist

  1. Create an assistant and move session.update contents into its configuration (instructions, model, voice, tools, transcription, interruption).
  2. Swap the URL and API key; pick input_sample_rate via query parameter.
  3. Read the output sample rate from session.created instead of assuming 24 kHz.
  4. Delete: session.update, response.create, input_audio_buffer.commit/.clear, conversation.item.truncate, and truncation bookkeeping.
  5. Rewire function calling: backend tools → webhook/MCP tools (delete client code); in-client tools → handle conversation.item.created function_call items.
  6. Keep: audio append loop, playback-flush on speech_started, response.cancel for programmatic interrupts, transcript rendering from .delta frames.
  7. Update error handling to the Telnyx error codes, and treat a reconnect as a new conversation.
  8. Test barge-in, tool calls, and long-silence behavior (session_idle_timeout) end to end.

Learn more


Multi-Participant Calls

Source: https://developers.telnyx.com/docs/inference/ai-assistants/multi-participant-calls.md
Multi-participant Voice AI calls let an assistant bring another person into an active call, follow who is speaking, and continue using the same tools and instructions it would use in a one-to-one voice conversation. Use this pattern when your assistant needs to coordinate between people in real time, such as scheduling a meeting, connecting a customer with a specialist, or letting multiple callers complete a task together. Listen to this example call to hear how an assistant can invite a participant, stay silent while people talk to each other, and resume when asked to take action. Audio sample of a multi-participant Voice AI call (web only): https://developers.telnyx.com/audio/ai-assistants-multi-participant/example-call.mp3 In this guide, you will learn how to:
  • Add an Invite tool so your assistant can invite another participant to the current call.
  • Design assistant instructions for multi-participant conversations.
  • Use the Skip Turn tool so the assistant can stay silent while people talk to each other.
  • Review a multi-participant call in Conversation History.
  • Configure the same behavior through the Portal or the Assistants API.

How multi-participant calls work

A multi-participant Voice AI call starts like any other voice assistant call. The assistant speaks with the main caller, then uses an Invite tool when it needs to bring another participant into the conversation. Once the new participant joins, the assistant can:
  • Tell whether the main user or an invited participant is speaking.
  • Respond to either participant when appropriate.
  • Use its configured tools, memory, dynamic variables, and integrations.
  • Stay silent when the participants are talking to each other.
  • Resume when someone addresses the assistant again.
By default, an assistant will respond to every turn it receives. For natural multi-participant calls, add a Skip Turn tool and describe when the assistant should remain silent.

Requirements

Before you start, create a voice assistant by following the Voice Assistant Quickstart. You can configure assistants and tools in the Portal or through the Assistants API. You also need:
  • A phone number or SIP URI for the assistant.
  • A phone number or SIP URI for each participant the assistant may invite.
  • Any tools the assistant should use after the participant joins, such as a calendar, CRM, or booking integration.

Step 1: Add an Invite tool

The Invite tool lets your assistant invite another participant into the current call.
  1. In the Mission Control Portal, open your assistant.
  2. Go to the assistant’s Tools section.
  3. Add an Invite tool.
  4. Configure the invite target with the participant’s phone number or SIP URI.
  5. Save the assistant.
You can also configure the assistant, its model, voice settings, and tools through the Assistants API. When the assistant decides that another person should join, it calls the Invite tool. After the participant joins, the assistant receives the updated conversation context and can continue the call with both participants. In the example below, the user asks the assistant to invite Enzo. The assistant calls the Invite tool, receives a Participant joined response, then confirms that Enzo has joined. Invite tool call shown in Conversation History

Step 2: Give the assistant multi-participant instructions

Your assistant should know that the conversation may include multiple people. Add instructions that tell the assistant how to behave when participants are speaking to each other. Example instructions:
You can adapt this prompt for your use case. For example, a scheduling assistant might be instructed to listen while participants compare availability, then resume when asked to book a time.

Step 3: Add a Skip Turn tool

In a one-to-one call, an assistant usually responds after every user turn. In a multi-participant call, that can feel unnatural because the assistant may interrupt people who are talking to each other. The Skip Turn tool lets the assistant intentionally remain silent for a turn. Add a Skip Turn tool when you want the assistant to:
  • Stay silent while invited participants talk to the main user.
  • Avoid responding to side conversations.
  • Wait until someone directly addresses the assistant.
  • Let humans confirm details with each other before the assistant takes action.
In this example, James asks Enzo how he is doing. The assistant recognizes that James is speaking to Enzo, not to the assistant, and uses skip_turn with the reason James and Enzo are talking to each other, not addressing me. Skip Turn tool call shown in Conversation History Skip Turn does not end the call or disable the assistant. It only tells the assistant not to speak for that turn. The assistant can respond again when a participant addresses it. If your assistant should only respond when a specific name is spoken, or you know the participant names ahead of time, add those names to Keyterm Boost on the assistant’s Voice tab. Boosting the names improves transcription accuracy on those exact words, which makes name-based Skip Turn rules far more reliable. Keyterm Boost accepts a comma-separated list, for example Telnyx,Amber,Enzo. It also supports dynamic variables, so you can pass participant names or other caller-specific terms at conversation start, for example Telnyx,{{participant_names}}. It is supported by deepgram/flux and deepgram/nova-3. See the Transcription Settings guide for details. Keyterm Boost field on the Voice tab of the AI Assistant settings

Step 4: Use other assistant tools during the call

After a participant joins, the assistant can do everything it can do in a one-to-one voice call. It can call APIs, look up information, schedule meetings, update records, send messages, and more. In this example, James asks the assistant to schedule time with Enzo. The assistant checks calendar availability, proposes a time, waits while James confirms with Enzo, then books the meeting. Calendar availability tool call in a multi-participant call The assistant can continue to combine tools with turn-taking logic. For example:
  1. The assistant checks availability.
  2. The assistant proposes a time to both participants.
  3. The main user asks the invited participant whether the time works.
  4. The assistant stays silent while the invited participant answers.
  5. The assistant books the meeting after the participants confirm.
Meeting booking completed in a multi-participant call

Best practices

Be explicit about when to speak

Tell the assistant when it should respond and when it should stay silent. Multi-participant calls work best when the assistant has clear turn-taking rules. Good instruction:

Review calls in Conversation History

Use Conversation History to inspect the transcript, audio, tool calls, and tool responses. This is especially useful when tuning Skip Turn instructions because you can see why the assistant decided to speak or remain silent.

Next steps


Memory

Source: https://developers.telnyx.com/docs/inference/ai-assistants/memory.md
Memory enables your AI assistant to recall essential details from past conversations. Instead of starting each phone call or text exchange from scratch, your AI assistant naturally continues previous discussions. In this tutorial, you will learn how to:
  • Specify which conversations your AI Assistant has memory access to
  • Configure this dynamically at the start of every conversation
Telnyx Assistants natively support our Voice and Messaging APIs, meaning the same assistant can seamlessly remember conversations across channels.

Identifying the conversations to include

There is no one-size-fits-all answer for which previous conversations an AI Assistant should remember during a specific conversation. You may want an AI Assistant to have memory access to:
  • Every conversation it had with any user
  • Every conversation it had with this specific user
  • Every conversation it had with users in a specific group in the past 10 days
  • Or something else entirely…
To support this, we have exposed a flexible query language to give customers full control over their assistant’s memory. Any query you can build with our List Conversations endpoint, you can use to configure memory access.

Configuring memory with the Dynamic Variables Webhook

If the dynamic_variables_webhook_url is set for the assistant, we will send the following payload at the start of the conversation.
For inbound phone calls to an assistant, the telnyx_end_user_target_verified field will be set to true if the call has Full (A) STIR/SHAKEN attestation and Telnyx was able to verify the authenticity of the PASSporT token. We expect a JSON response with the following structure. If we do not receive this response within a 1-second timeout, the call will proceed “best effort”.
In this example, the optional memory field provides your AI assistant with memory access to the last 5 conversations with the current user’s phone number. You can read more about the optional dynamic_variables field in our tutorial on Dynamic Variables. AI Assistant Variable Config In addition to controlling which conversations are remembered, you can customize which information from a conversation is remembered. To do this, specify a comma-delimited list of insight IDs in the memory field. Insight IDs can be retrieved in the Insights tab for your assistant, as shown below. Only the results from the insights you specify will be included in the assistant’s memory.
AI Assistant Insight Copy

Custom Metadata

You may want to create your own memory access system based on custom metadata for conversations. To do this, you can add metadata to conversations in the dynamic variable webhook response:
In future conversations, you can filter that metadata in the memory field using the following syntax metadata->your_custom_metadata=eq.your_custom_value.

Dynamic Variables

Source: https://developers.telnyx.com/docs/inference/ai-assistants/dynamic-variables.md
Dynamic variables let you configure a template for your agent’s behavior. You can re-use the same general instructions while dynamically personalizing every conversation your agent has. In this tutorial, you will learn how to:
  • Template your AI assistant configuration with dynamic variables.
  • Supply the values via an outbound API request or the dynamic variable webhook.

Overview

Dynamic variables enable you to create a single AI assistant configuration that can handle personalized conversations for different users and contexts. Instead of creating multiple assistants for different scenarios, you can use placeholders that get filled with specific values at runtime.

How dynamic variables work

The dynamic variable lifecycle follows these steps:
  1. Define: Create placeholders in your assistant’s instructions, greeting, or tools using {{variable_name}} syntax.
  2. Inject: Provide values through API calls, webhooks, SIP headers, or default configurations.
  3. Resolve: Telnyx replaces placeholders with actual values when the conversation starts.
  4. Use: Your assistant uses the personalized content throughout the conversation.

Key benefits

  • Scalability: One assistant configuration serves multiple use cases.
  • Personalization: Each conversation can be tailored to specific users or contexts.
  • Efficiency: Reduce configuration overhead and maintenance complexity.
  • Flexibility: Update values dynamically without modifying the assistant.

Common use cases

  • Customer Service: Personalize greetings with customer names and account details.
  • Appointment Scheduling: Include facility names, departments, and contact information.
  • Account Management: Reference specific account numbers, balances, or service details.
  • Healthcare: Customize interactions with patient names, appointment types, and provider information.

Best practices

Following these best practices will help you implement dynamic variables effectively and avoid common pitfalls.

Variable naming and organization

  • Use descriptive names: Choose clear, meaningful variable names like customer_name instead of generic names like name.
  • Follow consistent conventions: Use snake_case for variable names (facility_name, account_number).
  • Group related variables: Organize logically related variables together (facility_name, facility_department, facility_contact).
  • Avoid reserved namespaces: Don’t use the telnyx_ prefix, which is reserved for system variables.

Implementation strategy

  • Start with defaults: Set default values in the Assistant builder for testing and as fallback values.
  • Use API injection for dynamic data: Pass call-specific values through the AIAssistantDynamicVariables parameter in API calls.
  • Leverage webhooks for complex lookups: Use the dynamic variables webhook for real-time data retrieval or database lookups.
  • Implement graceful degradation: Ensure your assistant can handle scenarios where variables fail to resolve.

Security and data handling

  • Protect sensitive information: Be cautious about including sensitive data in variables that may appear in logs.
  • Validate webhook data: Implement proper validation for data returned from webhook endpoints.
  • Consider data retention: Review your data retention and privacy requirements for variable content.
  • Handle timeouts gracefully: Webhook responses must return within the configured timeout (default 1.5 seconds, up to 10 seconds via dynamic_variables_webhook_timeout_ms) or the call proceeds with fallback values.

Performance and reliability

  • Optimize webhook response time: Keep webhook responses fast (well under your configured timeout; the default is 1.5 seconds).
  • Implement error handling: Plan for scenarios where webhooks fail or return invalid data.
  • Use caching strategies: Cache frequently accessed data to improve response times.
  • Test across channels: Verify variable resolution works consistently across phone calls, web calls, and SMS.

Testing and debugging

  • Test with Portal defaults: Use the Assistant builder’s default values to test variable behavior during development.
  • Monitor webhook logs: Use the conversation transcript and webhook logs in the Portal to debug variable resolution issues.
  • Validate fallback behavior: Ensure unresolved variables (displayed as {{variable_name}}) don’t break conversation flow.
  • Test transfer scenarios: Verify that variables pass correctly when using transfer tools with SIP headers.

Cross-channel considerations

  • Ensure universal compatibility: Test that your variables work across phone calls, web calls, and SMS channels.
  • Handle channel-specific data: Consider how variables might behave differently across conversation channels.
  • Plan for transfer scenarios: When transferring calls, use SIP headers to pass variable data to the receiving assistant.

Dynamic variables syntax

Dynamic variables are placeholders surrounded by double curly braces. For example:
You can template them in the following fields:
  • Instructions
  • Greeting
  • Tools

Telnyx system variables

Telnyx also provides these system variables:

Date and time variables

In addition to the default {{telnyx_current_time}}, Telnyx provides a family of reserved date/time variables. Use these to give the assistant timezone-aware context, convenient shorthands, or a fully custom format. The timezone variants and shorthands use the same default formatting as {{telnyx_current_time}} — a different format is only used when you explicitly specify one with the date filter. The shorthand variables (telnyx_current_date, telnyx_current_time_of_day, telnyx_current_weekday, telnyx_current_month, telnyx_current_day, telnyx_current_year) are evaluated in UTC. To render them for a specific timezone, use the _<tz> variants or the date filter described below.

Timezone variants

Append an IANA timezone name to telnyx_current_time_ or telnyx_current_time_of_day_ to render the value in that zone. These use the same default formatting as {{telnyx_current_time}}:
  • {{telnyx_current_time_America/New_York}}Monday, February 24 2025 11:04:15 AM EST
  • {{telnyx_current_time_Australia/Sydney}}Tuesday, February 25 2025 03:04:15 AM AEDT
  • {{telnyx_current_time_of_day_Europe/London}}04:04:15 PM GMT

Custom formatting with the date filter

The default format is used everywhere unless you explicitly request a different one. For full control over formatting, pipe telnyx_current_time through the date filter. The filter takes a standard strftime format string and an optional IANA timezone. These are the same %-style codes used by strftime across most languages (C, Python, Ruby, and others): When the timezone argument is omitted, the value is formatted in UTC.
Common format codes
These are the most useful strftime codes for the date filter. For the complete list, see any standard strftime reference: Combine codes with any literal text, e.g. %A, %B %d at %I:%M %p %Z. If a timezone is unknown, a format string is invalid, or a variable is unrecognized, the template placeholder is left untouched rather than rendered to an empty or error value.

Customer-defined dynamic variables

You can also define your own variables. There are several ways to resolve a customer-defined dynamic variable before a conversation. They follow this order of precedence. 1. Pass the variables via the outbound API call
AI Assistant Outbound Call Variables 2. Custom SIP Headers Custom SIP headers using the X- prefix will be mapped to dynamic variables. Header names are case-insensitive, and - in the header names will be replaced by _ in the variable names. For instance, X-Full-Name will be resolved as {{full_name}}. Telnyx reserves the {{telnyx_}} namespace for system variables, meaning SIP headers beginning X-Telnyx will not be resolved to dynamic variables. Here you can see an example of passing a dynamic variable to another AI Assistant using custom SIP headers in the Transfer tool. AI Assistant SIP Header Config 3. Configure Dynamic Variables Webhook If the dynamic_variables_webhook_url is set for the assistant, we will POST the following payload at the start of the conversation. Telnyx will sign this webhook so that the authenticity of the request can be verified. AI Assistant Variable Config
For inbound phone calls to an assistant, the telnyx_end_user_target_verified field will be set to true if the call has Full (A) STIR/SHAKEN attestation and Telnyx was able to verify the authenticity of the PASSporT token. We expect a JSON response with the following structure. If we do not receive this response within the configured timeout (default 1.5 seconds, up to 10 seconds via the dynamic_variables_webhook_timeout_ms field on the assistant), the call will proceed “best effort” with the alternatives listed below. All three fields (dynamic_variables, memory, and conversation) are optional. The dynamic_variables field sets the values for the specified dynamic variables. You can read more about the memory and conversation fields in our tutorial on Memory.
4. Configure default dynamic variables in the Assistant builder In the above view, you can also set default values for dynamic variables at the agent level. These will serve as a fallback if any of the above mechanisms do not properly resolve a variable. 5. Unset variables Variables not set by any of the above methods will remain in their raw form ({{full_name}}).

Troubleshooting

Dynamic variables can sometimes fail to resolve or behave unexpectedly. This section provides comprehensive guidance for identifying and resolving common issues.

Common issues

Variables not resolving

When variables appear as raw text ({{variable_name}}) in conversations, check these potential causes:
  • Webhook timeout: Your webhook endpoint took longer than the configured timeout (default 1.5 seconds) to respond, causing fallback to defaults.
  • Variable name mismatch: Typos or case sensitivity differences between variable definition and usage.
  • Incorrect precedence: Understanding the resolution order (API > SIP headers > webhook > defaults).
  • Missing configuration: Variable not defined in any resolution method.

Incorrect formatting

Variables may not work correctly due to formatting issues:
  • Invalid JSON: Webhook responses contain malformed JSON syntax.
  • Wrong data types: Sending numbers instead of strings or vice versa.
  • Missing required fields: Webhook response missing dynamic_variables object.
  • Template syntax errors: Incorrect mustache template usage ({variable} instead of {{variable}}).

Timeout issues

Webhook timeouts are a common source of variable resolution failures:
  • Slow database queries: Optimize database lookups in webhook endpoints.
  • Network connectivity: Check firewall rules and network connectivity to webhook URLs.
  • External service delays: Implement proper timeout handling for third-party API calls.
  • Processing overhead: Minimize computation time in webhook response generation.

Debugging checklist

Follow this step-by-step process to diagnose variable issues:

1. Verify variable definition

  • Check variable name spelling and case sensitivity.
  • Confirm variables are used in supported fields (instructions, greeting, tools).
  • Validate mustache syntax: {{variable_name}}.
  • Ensure variable names don’t use reserved telnyx_ prefix.

2. Check resolution priority

Test variables using the resolution hierarchy:
  • Verify SIP header format for transfer scenarios: X-Variable-Name becomes {{variable_name}}.
  • Confirm webhook endpoint is reachable and responding correctly.
  • Set default values in Assistant builder as fallback.

3. Validate webhook implementation

  • Test webhook endpoint independently using tools like Postman.
  • Verify JSON response format matches expected structure.
  • Check response time (must be under the configured timeout; default is 1.5 seconds).
  • Validate all required payload fields are present.

4. Test in Portal

  • Use Assistant builder default values for initial testing.
  • Review conversation logs for variable resolution behavior.
  • Check webhook logs for errors, timeouts, or unexpected responses.

Webhook debugging

Using webhook logs effectively

To facilitate troubleshooting webhook issues, logs are viewable per conversation in the portal alongside the conversation transcript and insights. AI Assistant Webhook Logs Understanding webhook logs:
  • Request logs: Show the exact payload Telnyx sent to your webhook
  • Response logs: Display your webhook’s response and any errors
  • Timing information: Reveals if responses exceeded the configured timeout
  • Error details: Provide specific error messages for failed requests

Common webhook issues

Authentication failures:
Malformed JSON responses:
Timeout handling:

Testing webhook endpoints

Independent webhook testing:

Variable validation

Input validation

Sanitize variable values:
Handle special characters properly:
  • Escape quotes and backslashes in variable content.
  • Validate data types match expected formats.
  • Provide meaningful defaults for empty or null values.

Response format validation

Ensure proper JSON structure:

Testing scenarios

Cross-channel testing:
  • Verify variables work consistently across phone calls, web calls, and SMS.
  • Test variable behavior in transfer scenarios using SIP headers.
  • Validate fallback behavior when webhook endpoints are unavailable.
Load testing:
  • Test webhook endpoint performance under expected call volumes.
  • Verify response times remain under your configured timeout (default 1.5 seconds) during peak usage.
  • Monitor for memory leaks or performance degradation over time.

Conversation Workflows

Source: https://developers.telnyx.com/docs/inference/ai-assistants/workflows.md
Conversation workflows let you turn a single AI Assistant into a guided, multi-step experience. Instead of asking one prompt to handle every part of a call or chat, you can design a graph of conversation steps, define when the assistant should move between them, and tune the assistant’s behavior at each step. Use workflows when your assistant needs to guide people through a process, such as intake, qualification, booking, verification, escalation, or support triage.

Why use workflows?

A single prompt works well for open-ended conversations. Workflows are better when the customer journey has structure. With workflows, you can:
  • Break complex conversations into focused steps: Give each stage its own name and instructions, such as Intake, Billing, Schedule appointment, or Escalate to specialist.
  • Route with natural language or deterministic rules: Move between steps when the LLM decides a condition is met, or when a dynamic variable matches a configured value.
  • Tune behavior per step: Append or replace the assistant’s main instructions, and optionally override the model or voice for a specific node.
  • Route to another assistant: Route from one workflow to another assistant when the conversation should be handled by a different specialist.
  • Debug what happened later: Conversation transcripts can show the workflow node associated with assistant messages, so you can connect real conversations back to the workflow design.

How workflows work

A workflow is a directed graph stored on the AI Assistant as conversation_flow. The graph has two main building blocks:
  • Nodes: Conversation steps. A node is either a prompt node (an LLM-driven step with its own label, instructions, instruction mode, model override, and voice override) or a speak node (a deterministic step that plays a fixed scripted message with no LLM turn).
  • Edges: Transitions between nodes, or from a node to another assistant. Each edge has a condition that decides when that path should be taken. Conditions can be natural-language (LLM), deterministic (variable comparison), or a default fallback.
When a conversation starts, Telnyx begins at the workflow’s start node. After the assistant responds, Telnyx evaluates the outgoing edges from the active node. If a condition matches, the conversation moves to the target node or assistant. If no condition matches, the conversation stays on the current node — except for speak nodes, which always advance along their required default edge after delivering the message. Workflows are optional. Assistants without a workflow continue to use their standard assistant-level instructions, model, voice, tools, and settings.

What you can build with workflows

Conversation workflows support the building blocks you need for guided, adaptive customer journeys:
  • Start from a defined entry point: Choose which node begins the workflow.
  • Create focused conversation stages: Add prompt nodes for each step and give each one its own instructions.
  • Play scripted lines verbatim: Add speak nodes for greetings, disclosures, or compliance statements that must be delivered word-for-word, with no model turn.
  • Control how prompts combine: Append node instructions to the assistant’s base instructions, or replace the base instructions for a specific step.
  • Tune individual steps: Override the model, voice, tools, or transcription behavior for a node when that step needs different capabilities.
  • Connect steps with conditional routing: Use LLM conditions for natural-language decisions and variable comparisons for deterministic decisions.
  • React to tool outcomes: Route based on whether a configured tool succeeds or fails.
  • Move across assistants: Send a conversation from one workflow into another assistant when a specialist configuration should take over.
  • Review workflow context in transcripts: Use conversation history to understand which workflow step produced assistant messages.

Create a workflow in the Portal

  1. Open AI Assistants in the Telnyx Portal.
  2. Select an assistant.
  3. Open the Workflow tab.
  4. Enable workflows if the assistant does not already have one.
  5. Add nodes for each major stage of the conversation.
  6. Connect nodes with edges and configure the condition for each edge.
  7. Save the assistant.
The workflow canvas lets you pan, zoom, drag nodes, and inspect nodes or edges from the side panel. Workflow editor for a Front Desk Receptionist assistant showing a start node, transfer node, FAQ node, conditional edges, and a node inspector panel For example, a front desk assistant can start at Greeting & Identify Intent, route office-hours questions to Answer FAQ, and route callers who need a person or department to Transfer Call. If an assistant is still using the legacy handoff tool flow, the Portal shows the legacy handoff graph instead of the new workflow editor. Remove or migrate the legacy handoff setup before building a new conversation workflow for that assistant.

Configure workflow nodes

A workflow node represents one active stage of the conversation.

Node types

Workflows support two kinds of nodes:
  • Prompt node: An LLM-driven step. The assistant generates its response from the node’s instructions (combined with the assistant’s base instructions), using the node’s model, voice, and tool settings. Most workflow steps are prompt nodes. This is the default node type.
  • Speak node: A deterministic step that plays a fixed, scripted message and then advances. The assistant does not call the model on a speak node, so the wording is exactly what you configure. Use speak nodes for greetings, disclosures, hold messages, compliance statements, or any line that must be delivered verbatim.
Add a node from the Add Node menu and choose Prompt node or Speak node. You can also drag an edge from an existing node to an empty area of the canvas and pick the node type from the menu.

Speak node message

A speak node centers on a single Message field that defines the line to deliver.
  • The message is delivered verbatim — there is no model turn, so the caller hears exactly what you type.
  • The message supports {{variable}} placeholders. Both system variables and custom dynamic variables defined on the assistant are interpolated at runtime, with inline highlighting and autocomplete in the editor.
  • A speak node must always have exactly one outgoing default edge. Because a speak node does not make a routing decision itself, it advances along this default edge after delivering the message.
The message uses the assistant’s (or flow’s) configured voice to deliver the scripted line. The instructions, tool availability, model, and voice settings described below apply to prompt nodes, which generate their response with the model.

Node name

Use short, descriptive names. Node names are visible in the workflow canvas and can appear in conversation transcript context. Good node names:
  • Greeting & Identify Intent
  • Answer FAQ
  • Transfer Call
  • Collect appointment details

Node instructions

Each node has instructions that control the assistant while that node is active. You can choose how the node instructions combine with the assistant’s main instructions:
  • Append to assistant instructions: Keep the assistant’s base behavior and add step-specific guidance.
  • Replace assistant instructions: Use only the node’s instructions for this step.
Append mode is usually the safest default because it preserves global policies, tone, and business rules. Replace mode is useful for tightly-scoped steps where the assistant should follow a very different prompt.

Tool availability

Each node controls which of the assistant’s tools the model can call while that node is active. This lets you configure every tool once on the assistant, then expose only the relevant subset at each step. A node’s Tools tab shows two groups:
  • Inherited tools: Every tool configured on the assistant. Each tool has a toggle so you can enable or disable it for this specific node. Tools are enabled by default, so a new node starts with the full assistant toolset until you turn tools off.
  • Added for this node: Tools attached to this node only. Use the Select a new tool dropdown to add a node-specific tool that should not be available elsewhere in the workflow.
For example, a Take Message node might disable the Transfer tool while keeping a take-message webhook and a Hang Up tool enabled, so the assistant can only capture and close out the message during that step. Workflow node inspector open to the Tools tab for a Take Message node, showing inherited tools with per-node toggles (Transfer off, take-message webhook and Hang Up on) and a Select a new tool dropdown Scoping tools per node is one of the most effective ways to make each step reliable. When a node only exposes the tools that fit its job, the model has fewer choices to weigh, calls the right tool more consistently, and is far less likely to fire an unrelated action (such as transferring a caller during an FAQ answer).

Model override

A node can use the assistant’s default LLM, or override it with another Telnyx-supported model. Use model overrides when one step needs different reasoning or latency characteristics. For example:
  • Use a faster model for intake.
  • Use a stronger model for complex qualification or policy-heavy decisions.
  • Keep the assistant default everywhere except one high-value decision point.

Voice override

A node can inherit the assistant’s default voice, or use a node-specific voice configuration. Voice overrides are useful when different conversation stages should feel different. For example:
  • Use the standard brand voice during greeting and intent detection.
  • Switch to a calmer voice for sensitive support flows.
  • Use a different voice when routing to a specialist assistant persona.

Configure workflow edges

An edge defines where the conversation can go next. Each edge has:
  • Source node: The node the conversation is leaving.
  • Target type: Another workflow node, or another assistant.
  • Condition type: The logic that decides whether the edge should be followed — an LLM condition, a variable comparison, or a default fallback.

LLM conditions

Use an LLM condition when the routing decision depends on conversation meaning. Example conditions:
LLM conditions are best for intent, sentiment, completeness, and other natural language judgments.

Variable comparison conditions

Use a variable comparison when the routing decision should be deterministic. Variable comparison conditions can use system variables and custom dynamic variables defined on the assistant. Examples:
  • telnyx_conversation_channel == "phone_call"
  • customer_tier == "enterprise"
  • telnyx_conversation_duration_secs >= 30
  • telnyx_shaken_stir_attestation != "a"
Variable comparisons are best for account state, channel-specific behavior, elapsed conversation time, authentication flags, or data returned by a dynamic variables webhook.

Default conditions

A default condition is a fallback edge that is followed whenever no other outgoing edge’s condition matches. It has no prompt or expression to configure — it simply defines where the conversation goes by default. Default conditions are required for nodes that do not make their own routing decision:
  • A speak node delivers a scripted message and then advances. It must have exactly one outgoing default edge so the conversation always has a defined next step.
  • Default conditions are only valid on edges that leave a speak node. They are not used on edges leaving a prompt node, which route based on LLM or variable comparison conditions.
When you draw the first edge out of a speak node in the Portal, it is automatically created as a default edge. If a speak node already has its default edge, any additional edges you draw fall back to an LLM condition that you can configure. A speak node with zero default edges, or more than one, is invalid and cannot be saved. Make sure every speak node has exactly one outgoing default edge.

Configure workflows with the API

You can also configure workflows programmatically through the Assistants API. Workflows are stored on the assistant as conversation_flow. The API accepts the full workflow graph when you create or update an assistant. To change one node or edge, send the updated conversation_flow object with the assistant update request. Assistant updates treat conversation_flow atomically. If you omit the field, the existing workflow is unchanged. If you send conversation_flow: null, the workflow is cleared. A simplified workflow payload looks like this:

Speak nodes and default edges in the API

A speak node uses "type": "speak" and carries its scripted text in the message field instead of instructions. Its single outgoing edge uses a default condition.
The prompt node’s "type" field is optional and defaults to "prompt". A default condition takes no prompt or expression, and is only valid on an edge that leaves a speak node.

Route to another assistant

An edge can target another assistant instead of another node in the same workflow. Use assistant routing when a conversation should move to a different specialist configuration, such as:
  • A sales assistant routing qualified technical questions to a solutions assistant.
  • A front-desk assistant routing billing questions to a billing assistant.
  • A general support assistant routing high-risk cases to a stricter compliance assistant.
This keeps each assistant focused while still letting customers move through a connected experience.

Example workflow patterns

Front desk receptionist

Use one assistant to greet callers, identify intent, and route to the right next step.

Appointment booking

Guide the customer through a sequence of required information before confirmation.
Use variable comparisons for deterministic gates, such as whether a required dynamic variable exists, and LLM conditions for softer gates, such as whether the customer has verbally confirmed the details.

Escalation after timeout

Use the conversation duration system variable to escalate when the assistant has spent too long in a step.

Multi-assistant specialization

Use a workflow edge to route from a general assistant into another assistant.
This pattern is useful when each destination needs its own model, voice, instructions, tools, or operational ownership.

Test and debug workflows

After saving a workflow, test the assistant with realistic conversations that exercise each route. When reviewing conversation history:
  • Check whether the assistant followed the expected path.
  • Look for assistant messages labeled with workflow node context.
  • Open the workflow from transcript context when you need to inspect the node that produced a response.
  • Review dynamic variable values and webhook behavior if a variable comparison did not route as expected.
In this example, the assistant starts in Greeting & Identify Intent, the caller asks about hours, and the workflow routes the response through Answer FAQ. Conversation transcript showing a Front Desk Receptionist workflow moving from Greeting & Identify Intent to Answer FAQ after the user asks about hours

Best practices

Keep nodes focused

Each node should represent one clear job. If a node’s instructions cover multiple unrelated tasks, split it into separate nodes.

Limit each node to the tools it needs

Configure all of your tools on the assistant, then disable the ones that do not apply on each node. A focused, node-specific toolset gives the model a clear purpose, reduces the chance it calls the wrong tool, and keeps each step predictable. As a rule of thumb, only leave a tool enabled on a node if that step is supposed to be able to use it.

Prefer append mode for global rules

Use append mode when the node should keep the assistant’s normal safety rules, brand voice, and business constraints. Use replace mode only when the node truly needs a standalone prompt.

Write edge conditions as clear decisions

For LLM conditions, describe the moment when the edge should fire. Avoid vague conditions like billing. Prefer explicit criteria, such as The caller has a general office-hours, location, or FAQ question.

Use variable comparisons for hard rules

If the condition depends on structured data, use a variable comparison instead of an LLM condition. This makes routing predictable and easier to debug.

Avoid too many paths from one node

A node with many outgoing edges is harder to reason about and test. If the routing logic gets complex, add an intermediate triage node.

Test every path before production

Run through the happy path, fallback path, escalation path, and at least one negative case for every important node.

Async Tools

Source: https://developers.telnyx.com/docs/inference/ai-assistants/async-tools.md
Async tools allow your AI assistant to trigger long-running operations without blocking the conversation. Combined with the Add Messages API, you can inject results back into the conversation whenever they’re ready—whether that’s 5 seconds or 5 minutes later. In this guide, you will learn:
  • How to configure webhook tools to run asynchronously
  • How to use the Add Messages API to inject context mid-conversation
  • How to combine both features for powerful async workflows

Overview

Traditional webhook tools block the conversation until they complete. This works fine for fast operations, but creates awkward pauses for slow backend queries. Async tools solve this by letting the assistant continue the conversation while operations run in the background. If your backend responds within a few seconds and you’d prefer to keep using sync webhooks, filler messages offer a simpler alternative — scripted phrases that play at timed intervals to fill silence while the webhook executes.

The two building blocks

These features are orthogonal—each is useful on its own, but they become especially powerful when combined.

Combined workflow

When used together, these features enable a new pattern:
  1. Assistant triggers an async webhook (e.g., order lookup)
  2. Assistant continues chatting with the customer
  3. Backend processes the request (5, 10, 30 seconds later)
  4. Backend calls Add Messages API to inject the results
  5. Assistant naturally incorporates the new information
This creates a seamless experience where the assistant stays engaged while slow operations complete in the background.

Async webhooks

The async flag on webhook tools tells the assistant not to wait for the response. The webhook fires, and the assistant immediately continues the conversation.

Configuring an async webhook

Set async: true in your webhook tool configuration:
Async webhook configuration in Portal

Key configuration options

For the complete webhook tool schema, see the Create Assistant API reference.

What your backend receives

When the assistant triggers an async webhook, your endpoint receives:
  • The configured body parameters (e.g., order_id)
  • The x-telnyx-call-control-id header identifying the active call
The x-telnyx-call-control-id header is critical—you’ll need it to inject results back into the conversation using the Add Messages API.

Add Messages API

The Add Messages API lets you inject new messages into an active conversation from outside the call flow. This is useful for delivering async results, supervisor interventions, or external triggers.

API endpoint

Request format

For the complete API specification, see the Add Messages API reference.

Message roles

Standalone use cases

The Add Messages API is valuable even without async webhooks:
  • Supervisor intervention: A human supervisor injects guidance during a difficult call
  • Scheduled reminders: External system reminds the assistant about time-sensitive information
  • Cross-system triggers: CRM or ticketing system pushes updates to an active call
  • Escalation prompts: Monitoring system detects frustration and injects de-escalation guidance

Combining async webhooks with Add Messages

The real power comes from combining these features. Here’s a complete example of an async order lookup system.

Architecture

Step 1: Configure the assistant

Create an assistant with async webhook tools. Notice how the instructions tell the assistant to continue engaging while waiting:

Step 2: Build the backend service

Your backend receives the webhook, processes the request, and calls the Add Messages API when done:

Step 3: Test the flow

  1. Call your assistant and ask about an order
  2. The assistant triggers the async lookup and continues chatting
  3. After 15 seconds, your backend injects the results
  4. The assistant seamlessly shares the order details
Conversation transcript showing async message injection

Multiple parallel lookups

You can trigger multiple async webhooks simultaneously. Each completes independently and injects results as they become available.

Example: Staggered results

Configure multiple tools with different backend processing times: The assistant triggers both at once. Results drip into the conversation naturally:

Instructing the assistant

For parallel lookups to work well, your assistant instructions should emphasize calling tools together:

Best practices

Crafting system messages

When injecting results via the Add Messages API, format them clearly:

Handling edge cases

Call ended before results arrive:
Multiple results for same lookup:
  • Include identifiers in messages so the assistant knows which query the results belong to
  • Use timestamps or request IDs if needed

Backend considerations

  • Your backend should return a 200 response quickly to acknowledge receipt
  • Process the actual work asynchronously (use background workers, Celery, AWS Lambda, etc.)
  • There’s no timeout constraint on async webhooks—your backend can take as long as needed before calling the Add Messages API

Testing tips

  • Use tools like ngrok to expose local backends during development
  • Log all headers to verify x-telnyx-call-control-id is received
  • Test with various delay lengths to ensure natural conversation flow
  • Monitor the conversation transcript in the Portal to see messages being injected

Use cases

Customer service

  • Order lookups: Query multiple systems (warehouse, shipping, payments) in parallel
  • Account reviews: Pull account history, loyalty status, and recent tickets simultaneously
  • Product availability: Check inventory across multiple warehouses

Healthcare

  • Patient record retrieval: Fetch records from multiple systems while confirming appointment details
  • Insurance verification: Run eligibility checks while gathering patient information
  • Lab results: Query lab systems and deliver results when ready

Financial services

  • Loan pre-qualification: Run credit checks and affordability calculations in background
  • Account aggregation: Pull balances from multiple accounts simultaneously
  • Fraud alerts: Inject real-time fraud warnings from monitoring systems

Scheduling

  • Multi-calendar availability: Check availability across multiple calendars/resources
  • Booking confirmations: Process reservations and inject confirmation details
  • Waitlist updates: Notify assistant when spots become available


Filler Messages

Source: https://developers.telnyx.com/docs/inference/ai-assistants/filler-messages.md
Filler messages let your AI assistant speak scripted phrases while synchronous webhook tools execute. Instead of silence during a database lookup or API call, callers hear natural phrases like “Let me look that up for you” at configurable intervals. In this guide, you will learn:
  • How filler messages work and when to use them
  • How to configure message types and timing
  • How to set them up via the API and Mission Control Portal

Video tutorial


Overview

When an AI assistant calls a synchronous webhook tool, it waits for the response before speaking again. If your backend takes several seconds to respond, the caller hears silence — creating an awkward experience. Filler messages solve this by playing scripted phrases at the start of the request and at timed intervals while the assistant waits. Messages are scripted per tool, not generated by the LLM — you control the exact wording, timing, and brand voice. Filler messages work with synchronous webhook tools and MCP tool calls only. Async webhooks return immediately and don’t produce dead air. If your backend consistently takes more than a few seconds, consider async tools as an alternative.

Filler message types

There are two types of filler messages, each triggered at a different point during the webhook call. You can configure multiple request_response_delayed messages at different delay thresholds to keep the caller engaged during longer operations.

Configuration

API schema

Add a filler_messages array to your webhook tool configuration:

Key fields

Mission Control Portal

You can also configure filler messages through the Portal:
  1. Navigate to AI > Assistants
  2. Select your assistant and edit a webhook tool
  3. Set the tool to Sync mode
  4. Open the Filler Messages tab
  5. Add your messages and timing thresholds
Filler Messages configuration in Mission Control Portal

Example: tiered filler messages

This example shows a billing lookup tool with three filler messages that escalate in reassurance as the wait grows:
What the caller hears:

Use cases

  • Customer support: Query billing or CRM systems mid-call without silence
  • AI receptionists: Book appointments via webhook while keeping the caller engaged
  • Voice agents calling external LLMs: Fill silence while a third-party LLM or RAG pipeline processes a request
  • Appointment scheduling: Check availability across calendar systems with natural wait phrases

Filler messages vs. async tools

Both features address the same problem — slow backend responses — but take different approaches. Use filler messages when your backend is reasonably fast and you want simple, predictable caller reassurance. Use async tools when backends are slow or you want the assistant to have a free-flowing conversation while waiting.

Tools Library

Source: https://developers.telnyx.com/docs/inference/ai-assistants/tools-library.md
The Tools Library lets you create tools in a shared library and assign them to any assistant. Previously, tools were tied to individual assistants — if multiple assistants needed the same tool, you had to recreate it each time.

Overview

With the Tools Library, you define a tool once and reuse it across all your assistants. Updating a shared tool keeps behavior consistent across every assistant that uses it.

Capabilities

  • Shared tools — Create tools in a central library and assign them to any assistant.
  • Reduced duplication — Eliminates recreating identical tools across assistants with similar workflows.
  • Centralized configuration — Update a tool in one place and maintain consistency across assistants.
  • Faster deployment — Speed up assistant creation using prebuilt tools from the library.
All tool types are supported in the library, including webhook tools, client-side tools, handoff, transfer, and hangup tools.

Getting started

  1. Log in to the Mission Control Portal.
  2. Navigate to AI, Storage and Compute > AI Tools.
  3. Click Create New Tool to add a new tool to the library.
  4. When building or editing an assistant, assign tools from the library instead of creating them inline. Tools Library overview
You can also assign library tools directly from the assistant builder.

Migrating existing tools

Existing assistants with legacy (inline) tools continue to work. You can migrate legacy tools to the library at your own pace. Migration is optional. Legacy tools remain functional. You can migrate tools one at a time as needed.

AI Assistants and Edge Compute

Source: https://developers.telnyx.com/docs/edge-compute/guides/ai-assistant-backend.md
Telnyx AI Assistants can call out to your own backend in several scenarios — resolving dynamic variables at the start of a conversation, executing webhook tool calls mid-conversation, and more. Whenever you need a backend for these callbacks, Telnyx Edge Compute is a natural fit: no server to manage, secrets injected at runtime, and deployment via a single CLI command. This guide walks through building a single Go function that handles both dynamic variables and webhook tool calls, using the demo app telnyx-ai-edge as the reference implementation.

What you’ll build

A support assistant for “Telnyx Logistics” that:
  • Greets callers by name (dynamic variables resolved from the caller’s phone number)
  • Has a lookup-order tool the assistant can call to retrieve order status, carrier, and estimated delivery
Both the dynamic variable lookup and the tool call hit one Edge Compute function at a single URL.

Prerequisites


Key concepts

Single function, two callbacks

Edge Compute routes all HTTP methods and paths under your function URL to your handler — path handling is up to your code (see Routes & Domains). The platform handles /health/liveness and /health/readiness probes automatically. In this guide, both the dynamic variables webhook and the webhook tool call point to the same function URL, so the handler dispatches on the request body shape rather than the URL path:
  • Dynamic variables webhook — Telnyx wraps the payload under data.event_type.
  • Webhook tool call — the body is the flat arguments object from the tool’s body_parameters schema (e.g. {"order_id": "ORD-10042"}).
You could also use separate paths (e.g. /dynamic-variables and /tool/lookup-order) if you prefer path-based routing — both approaches work. This guide uses body-shape dispatch to keep everything at a single URL.

Webhook signature verification

Telnyx signs every dynamic-variables webhook and webhook tool call with an Ed25519 key. The signature is in the telnyx-signature-ed25519 header, and the timestamp is in telnyx-timestamp. The signed message is "{timestamp}|{raw_body}". You must verify this signature to confirm the request is genuinely from Telnyx. Your org’s public key is available at:
The response contains data.public (not data.public_key) — the base64-encoded Ed25519 public key.

Dynamic variables response format

The response must nest variables under a dynamic_variables key. A flat object (e.g. {"customer_name": "James"}) is silently ignored — variables will remain unresolved.

Timeout

The default dynamic variables webhook timeout is 1,500 ms. Edge Compute functions may occasionally need more time on a cold start, so consider setting dynamic_variables_webhook_timeout_ms on the assistant to a higher value (up to 10,000 ms). A value of 8,000 ms is a reasonable choice for edge backends.

Step 1: Scaffold the function

This creates a func.toml with the registered function ID and a Go handler scaffold. The Go module must be named function (package function, entrypoint Handle(w, r)). Other module names fail to build: “malformed module path: missing dot in first path element.” Use go 1.24 in go.mod.

Step 2: Store the public key as a secret

Fetch your org’s public key and store it as an encrypted secret. The public key endpoint requires authentication — use your Telnyx API key:
The function reads this secret from os.Getenv("TELNYX_PUBLIC_KEY") at startup. Secrets are never visible in secrets list — only the name is shown.

Step 3: Write the handler

The handler does three things:
  1. Verifies the Telnyx Ed25519 signature on every request
  2. Detects whether the request is a dynamic-variables webhook or a tool call
  3. Returns the appropriate response
handler.go

Step 4: Ship the function

The ship process takes 2–3 minutes. After uploaded successfully, poll telnyx-edge list until the status shows deploy_ok. Don’t trust a CLI timeout as a failure — the function may still be building server-side.
Save the invoke URL — you’ll point the assistant at it next.

Step 5: Configure the AI Assistant

Set the function URL as both the dynamic variables webhook URL and the webhook tool URL on the assistant.

Dynamic variables webhook

In the Portal or via the API: Consider setting the timeout to 8,000 ms to give the function room on cold starts. The default 1,500 ms may be tight for a cold function.

Template variables in the assistant

Use {{variable_name}} in the assistant’s instructions and greeting to reference the variables your function returns:

Webhook tool

Add a webhook tool that points to the same function URL:
When the LLM decides to call lookup-order, Telnyx sends a POST with the tool arguments as the flat body ({"order_id": "ORD-10042"}), signed with the same Ed25519 key. Your function detects the body shape, handles it as a tool call, and returns the result.

Step 6: Test end-to-end

  1. Call the function directly (without a signature — it’ll return 403, confirming it’s live):
  2. Make a test call to the assistant from the Portal or via the API:
  3. Verify in the conversation transcript that:
    • The greeting includes the resolved customer_name
    • The assistant can call lookup-order and read back real order data

Tips and gotchas

Choosing body-shape vs path-based dispatch

Since Edge Compute routes all paths to your handler, you can use path-based routing (e.g. r.URL.Path == "/tool/lookup-order") or body-shape dispatch as shown in this guide. Both work. If you configure separate URLs for the DV webhook and the tool on the assistant, path-based routing is natural. If you point both at the same URL, body-shape dispatch is the way to go. For a path-based routing example, see the RESTful API example in the Edge Compute CLI repo.

Consider a higher webhook timeout

The default dynamic variables webhook timeout is 1,500 ms. Edge Compute functions may occasionally need a bit more time on a cold start, so consider setting dynamic_variables_webhook_timeout_ms to 8,000 ms to give the function room. The maximum is 10,000 ms.

Always verify signatures

Without signature verification, anyone who knows your function URL can inject fake dynamic variables or tool responses. The telnyx-signature-ed25519 and telnyx-timestamp headers are present on every request from Telnyx.

Ship takes a few minutes

A normal ship takes 2–3 minutes. The CLI’s build monitor has a 5-minute timeout, but the build continues server-side regardless. If the CLI reports a timeout, check telnyx-edge list for the actual status before retrying — the function may have deployed successfully.

Secrets require re-shipping

Adding or changing a secret (telnyx-edge secrets add) does not affect an already-deployed function. Run telnyx-edge ship again to pick up the new secret.

The dynamic_variables wrapper is mandatory

Returning a flat JSON object like {"customer_name": "James"} will be silently ignored. Variables must be nested under dynamic_variables:

Next steps

  • Dynamic Variables — full reference for the DV webhook payload and resolution precedence.
  • Webhook signing — how Telnyx signs webhooks and how to verify signatures.
  • Edge Compute quickstart — getting started with your first function.
  • Secrets — encrypted, org-scoped environment variables.
  • Bindings — pre-authenticated Telnyx API client for your function.

Client-Side Tools

Source: https://developers.telnyx.com/docs/inference/ai-assistants/client-side-tools.md
Client-side tools let your AI assistant invoke functions that run directly in the browser or client application during a voice or chat conversation. Unlike webhook tools — which make HTTP requests to your backend — client-side tools execute JavaScript code on the client, with direct access to browser state, local data, and any API the page is authenticated to call.

How they work

  1. You define a tool in the Portal with a name, description, and JSON Schema for parameters — the same way you configure other tool types.
  2. The assistant decides when to call it based on the conversation context and the tool’s description.
  3. Your client-side handler runs in the browser, receiving the parsed arguments from the assistant.
  4. The return value is sent back to the assistant so it can continue the conversation naturally.
This flow uses the Voice SDK Proxy WebSocket to relay tool invocations and results between the assistant and your client code — no HTTP webhook required. Client-side tools are available for WebRTC-based conversations (voice and chat) using the @telnyx/ai-agent-lib JavaScript/React library. They are not available for SIP/phone-call-based conversations.

When to use client-side tools

Configure a client-side tool in the Portal

  1. Open AI Assistants in the Telnyx Portal.
  2. Select an assistant and scroll to the Tools section.
  3. Click Add Tool and select Client-Side Tool.
  4. Fill in the fields:
  1. Click Create & Add to Assistant.
You can also create client-side tools in the Tools Library and share them across multiple assistants. The Parameters schema uses the same JSON Schema format as webhook tool body parameters. The visual editor supports string, number, integer, boolean, enum, and array types. If your schema uses keywords the visual editor doesn’t support (like minimum, pattern, or default), it will be displayed in Advanced mode as raw JSON to preserve those keywords.

Implement client-side tool handlers

Install the Telnyx AI Agent library:
Client-side tools require @telnyx/ai-agent-lib version 0.5.0 or later.

Register tools at construction time

Register tools at runtime

Use with React

Handler contract

  • The return value is serialized and sent back as the tool output. Strings are sent verbatim; anything else is JSON-stringified.
  • Handlers may be async. Each runs with its tool’s Timeout configured in the Portal, falling back to clientToolTimeoutMs for tools that have none. If the handler exceeds it, a { "error": "timeout" } output is returned to the assistant.
  • The library handles the call_id round-trip — you don’t need to manage that yourself.

Error handling

The library always returns a result to the assistant so the conversation never hangs: Your handler should handle its own errors gracefully. If you want the assistant to know about a failure (e.g., an API returned 404), return an error object rather than throwing:

Observe tool lifecycle events

Tool arguments and outputs are never logged — they may contain customer data. Only safe correlation fields (callId, tool name) appear in debug logs.

Client-side tools vs. webhook tools

Use cases

  • E-commerce: Look up cart contents, check order status from the browser session, apply a promo code
  • Scheduling: Read the user’s calendar from the page, open a booking modal
  • Customer support: Fetch user details from the client session, trigger a screen share
  • IoT dashboards: Read device state from the dashboard, toggle a device on/off

Learn more


Agent Handoff

Source: https://developers.telnyx.com/docs/inference/ai-assistants/agent-handoff.md
Agent handoff enables your AI assistant to seamlessly transfer conversations to other specialized AI assistants while preserving full context. This allows you to build a team of expert agents, each focused on specific domains or tasks, working together to provide comprehensive support in a single conversation. In this guide, you will learn how to:
  • Configure agent handoff for your AI assistants.
  • Choose between Unified and Distinct handoff modes.
  • Design effective multi-agent architectures.
  • Implement agent handoff via API and Portal.

Overview

Agent handoff represents a powerful approach to building sophisticated AI systems. Instead of creating one complex agent that handles everything, you can build a team of specialized agents that collaborate seamlessly, each bringing domain expertise to the conversation. Agent handoff is model-agnostic and works with any AI model supported by Telnyx, including OpenAI GPT models, Meta Llama models, Anthropic Claude, Qwen, and others. Each agent in the handoff chain can use a different model based on its specialized needs.

How agent handoff works

The agent handoff lifecycle follows these steps:
  1. Detection: The current agent identifies that another agent would be better suited to handle the user’s request based on intent, domain, or task requirements.
  2. Agent selection: The system determines which specialist agent should receive the handoff.
  3. Context transfer: Full conversation history, user data, and relevant context is transferred to the target agent.
  4. Transition: The handoff occurs, either seamlessly (Unified mode) or explicitly (Distinct mode).
  5. Continuation: The target agent continues the conversation with full context awareness.

Unified vs Distinct modes

Agent handoff supports two modes that determine how the transition appears to the user: Unified Mode (Default) In Unified mode, assistants share the same context and voice, creating a seamless experience where specialists work behind the scenes. The user experiences one consistent agent, even though multiple specialized assistants are handling different parts of the conversation.
  • Same voice: All agents use the same voice configuration.
  • Transparent transition: User doesn’t notice the handoff.
  • Shared context: Full conversation history available to all agents.
  • Use case: When you want a unified brand experience.
Distinct Mode In Distinct mode, each assistant retains its voice configuration, creating a conference call experience with multiple distinct voices. The user hears different voices as they’re transferred between specialists.
  • Individual voices: Each agent uses its own voice configuration.
  • Explicit transition: User hears “I’m transferring you to [specialist name]”.
  • Shared context: Full conversation history available to all agents.
  • Use case: When you want to highlight specialist expertise.

Key benefits

  • Specialist routing: Direct queries to domain experts who provide accurate, focused responses.
  • Context preservation: Full conversation history travels with the handoff, eliminating repetition.
  • Reduced complexity: Build focused agents instead of one mega-agent trying to do everything.
  • Better user experience: Users get the right expert for their specific needs.
  • Easier maintenance: Update individual specialist agents without affecting the entire system.
  • Scalable architecture: Add new specialists as your product or service expands.

Common use cases

  • Multi-domain support: Transfer between technical support, billing, and sales departments with full context.
  • Workflow automation: Information gathering agent → processing agent → confirmation agent.
  • Triage and routing: Assessment agent evaluates needs, then routes to appropriate specialist.
  • Language switching: Detection agent identifies language, hands off to language-specific agent.
  • Escalation tiers: Level 1 support → Level 2 support → Level 3 specialist.
  • Task segmentation: Browse/Research agent → Purchase agent → Post-sale support agent.

Best practices

Following these best practices will help you design effective multi-agent systems and maximize the value of agent handoff.

Agent architecture design

When to split agents vs one agent Split into multiple agents when:
  • Domains require significantly different knowledge bases.
  • Agents need different tools or integrations.
  • Response patterns differ substantially.
  • You want to independently update different capabilities.
Keep as one agent when:
  • Tasks are closely related with significant overlap.
  • Context switching would reduce quality.
  • User experience benefits from continuity.
  • The domain is narrow and well-defined.
Specialization patterns
  • By domain: Technical support, billing, sales, product information.
  • By task: Information gathering, transaction processing, confirmation.
  • By customer segment: VIP customers, trial users, enterprise accounts.
  • By complexity: Simple queries, complex troubleshooting, escalations.
  • By channel: Phone, chat, email (if behavior differs significantly).
Context requirements Each specialist agent should receive:
  • Full conversation history with previous agents.
  • User identification and account information.
  • Previous interactions and preferences.
  • Current intent and goals.
  • Any decisions or commitments made.

Handoff trigger design

Clear criteria for handoff Define explicit triggers:
  • Intent-based: “I need to talk to billing” → Billing agent.
  • Keyword-based: User mentions “refund” → Billing agent.
  • Task completion: Information gathered → Processing agent.
  • Capability-based: Technical question beyond triage scope → Technical specialist.
  • Sentiment-based: Frustrated customer → Senior support agent.
Avoiding handoff loops Prevent agents from endlessly transferring to each other:
  • Define clear responsibility boundaries for each agent.
  • Implement handoff history tracking.
  • Set maximum handoff limits per conversation.
  • Design failsafe: after N handoffs, route to human agent.
  • Test handoff decision logic thoroughly.
Graceful transitions Configure agents to announce handoffs clearly: Unified mode:
Distinct mode:
Use the Transfer Call API to manage transfers between assistants programmatically.

Context preservation strategies

What context to pass Essential context to transfer:
  • User information: Name, account ID, customer tier.
  • Conversation history: What was discussed with previous agents.
  • User intent: What the user is trying to accomplish.
  • Collected data: Information gathered (order numbers, issue details, etc.).
  • Agent actions: What previous agents already tried.
  • Sentiment: User’s emotional state (frustrated, satisfied, confused).
Using dynamic variables Leverage dynamic variables to pass structured context:
  • {{customer_name}}, {{account_id}}, {{customer_tier}}.
  • {{issue_type}}, {{priority_level}}.
  • {{previous_agent}}, {{handoff_reason}}.
  • Custom variables specific to your domain.
Learn more about dynamic variables. Memory configuration Configure agent memory settings to ensure context persistence:
  • Enable conversation memory for all agents in the handoff chain.
  • Use consistent memory keys across agents.
  • Set appropriate memory retention periods.
Learn more about memory configuration.

Industry-specific templates

Healthcare: Triage to Specialist
E-commerce: Browse → Purchase → Support
Financial Services: Authentication → Account → Fraud
Customer Support: Tier 1 → Tier 2 → Tier 3

Configuration

Agent handoff can be configured through the Portal’s AI Assistant builder or via API when creating or updating assistants.

Portal configuration

  1. Navigate to your AI Assistants in the Telnyx Portal.
AI Assistants List
  1. In the Tools section, add a Handoff tool.
Add Tool Handoff Menu
  1. Choose your voice mode: Unified (seamless) or Distinct (conference call style).
  2. Enter a display name for the target assistant.
  3. Select the target assistant from the dropdown menu.
  4. Click the plus (+) button to add additional target assistants if needed.
  5. Save your configuration.
AI Assistant Handoff Configuration

How handoff appears to users

Unified Mode Experience: The user experiences a single, consistent agent voice throughout the conversation. When a handoff occurs, the transition is completely seamless - the agent simply continues helping without announcing any change.
Distinct Mode Experience: The user hears different voices as they’re transferred between specialists, creating a conference call experience where each expert introduces themselves.

API implementation

Creating an assistant with agent handoff

When creating an AI assistant via API, include the Handoff tool with target assistant IDs in the tools array:

Distinct mode configuration

To enable distinct voice mode where each agent retains its voice configuration:

Updating handoff configuration

You can update handoff settings for an existing assistant:

Troubleshooting

Common issues

Handoff loops

Symptoms: Agents keep handing off to each other repeatedly, creating an endless loop. Possible Causes:
  • Overlapping agent responsibilities.
  • Unclear handoff criteria.
  • Agents don’t recognize when they should handle the request.
Solutions:
  • Define clear, mutually exclusive responsibility boundaries for each agent.
  • Document what each agent handles in their instructions.
  • Add specific instructions: “Only handoff if the request is truly outside your domain”.

Context loss after handoff

Symptoms: Target agent doesn’t have access to previous conversation history or user information. Possible Causes:
  • Dynamic variables webhook not configured for target agent.
  • Target agent’s memory query doesn’t include relevant past conversations.
  • Conversation metadata not being passed consistently.
Solutions:
  • Configure dynamic variables webhook for all agents in the handoff chain.
  • Ensure all agents use the same conversation query logic to access relevant memory.
  • Use consistent conversation metadata across agents.
  • Test handoff flows in Portal conversation history.
  • Verify that dynamic variables are properly passed to target agents.

Incorrect agent selection

Symptoms: User gets handed off to wrong specialist, requiring additional transfers. Possible Causes:
  • Triage agent misunderstands user intent.
  • Agent instructions too vague about when to handoff.
  • Similar keywords trigger wrong agent selection.
Solutions:
  • Refine triage agent instructions with specific examples.
  • Improve intent detection with more training examples.
  • Add confirmation step: “It sounds like you need billing help, is that correct?”.
  • Review conversation logs to identify misrouting patterns.
  • Update agent instructions based on common mistakes.

Handoff doesn’t trigger

Symptoms: Agent tries to handle request outside its expertise instead of handing off. Possible Causes:
  • Handoff tool not properly configured.
  • Agent instructions don’t specify when to handoff.
  • Target assistant IDs incorrect or missing.
Solutions:
  • Verify handoff tool is added to agent.
  • Check target assistant IDs are valid.
  • Add explicit handoff triggers in agent instructions.
  • Test with direct requests: “I need to talk to billing”.
  • Review agent instructions for conflicting guidance.

Testing strategies

Test handoff triggers:
  • Provide various user requests to verify correct agent selection.
  • Try edge cases (ambiguous requests, multi-domain questions).
  • Test with different phrasings of the same intent.
Verify context preservation:
  • Check that target agent has full conversation history.
  • Confirm user doesn’t need to repeat information.
  • Validate that collected data (account numbers, etc.) transfers.
Monitor conversation flows:
  • Review conversation transcripts in Portal.
  • Track average number of handoffs per conversation.
  • Identify common handoff patterns.
  • Measure resolution time with vs without handoffs.
Load testing:
  • Test with multiple concurrent conversations.
  • Verify handoffs work reliably under load.
  • Check that context remains accurate with multiple handoffs.


Voicemail Detection on Transfer

Source: https://developers.telnyx.com/docs/inference/ai-assistants/voicemail-detection-on-transfer.md
When a Voice AI Assistant transfers a call, the destination may go to voicemail. Without detection, the caller experiences dead air while the voicemail greeting plays. Voicemail detection on transfer solves this by identifying when a transferred call reaches voicemail and triggering a configured action automatically. The assistant stays on the line with the caller throughout, so there is never a gap in the conversation.

How it works

  1. The AI Assistant initiates a transfer using the transfer tool.
  2. AMD (Answering Machine Detection) monitors the transfer destination.
  3. If voicemail is detected, the configured action triggers immediately.
  4. The assistant returns to the caller and continues the conversation.
The caller remains connected to the assistant during the entire process. If a human answers the transfer destination, the call proceeds as a normal transfer.

Configuration options

Detection mode

The detection_mode field controls whether voicemail detection is active on the transfer:

Actions when voicemail is detected

The on_voicemail_detected.action field determines what happens when voicemail is detected:

Voicemail message options

When using leave_message_and_stop_transfer, the on_voicemail_detected.voicemail_message object configures what message is left:

Setting up via the Portal

  1. Navigate to AI, Storage and Compute in the Telnyx Portal.
  2. Select an existing AI Assistant or create a new one.
  3. In the Tools section, open the transfer tool configuration.
  4. Under Voicemail Detection, set the detection mode to Premium.
  5. Choose your preferred action: Stop the transfer or Leave a message and stop transfer.
  6. If leaving a message, enter the TTS text you want delivered to voicemail.
  7. Save and test with a call to a number that goes to voicemail.

Setting up via API

Configure voicemail detection within the transfer tool when creating or updating an assistant.

Stop the transfer on voicemail

This configuration cancels the transfer and returns the assistant to the caller when voicemail is detected:

Leave a message on voicemail

This configuration delivers a TTS message to voicemail before returning to the caller:

Leave warm transfer instructions on voicemail

This configuration uses the warm transfer audio instructions as the voicemail message instead of custom TTS text:


Scheduled Events

Source: https://developers.telnyx.com/docs/inference/ai-assistants/scheduled-events.md
Scheduled events let an AI Assistant kick off an outbound interaction at a fixed point in the future — either a phone call or an SMS message to a specific recipient. The platform stores the event, dispatches it at the scheduled time, and reports the outcome through callbacks. For phone calls, you can also configure automatic retries when the recipient does not engage (busy, no-answer, failed, canceled), so the assistant keeps trying without you having to re-create the event. Typical uses:
  • Outbound appointment reminders, follow-ups, and renewal calls.
  • After-hours callbacks scheduled by an inbound assistant.
  • Automated SMS confirmations queued from a workflow.
  • Re-attempting a missed call on a configurable interval until it connects.

How it works

Each scheduled event flows through a small state machine:
  1. pending — the event has been created and is waiting for its scheduled time.
  2. in_progress — the executor has dispatched the call or SMS to Telnyx.
  3. completed — the recipient was reached (call answered and ended normally, or SMS delivered).
  4. failed — the event could not be completed and no further attempts will be made.
For phone calls, the terminal CallStatus returned by Telnyx decides whether the event is treated as a success or a retryable failure: If retries are configured and budget remains, the event is re-queued with an updated scheduled_at_fixed_datetime and returned to pending. If the budget is exhausted, the event is marked failed.

Configuring retries for external failures

Two fields on the create-event request control the retry policy for recipient-side outcomes (busy, no-answer, failed, canceled). Retries are phone-call only. Setting either field on an SMS event is rejected with a 400.

Validation rules

  • retry_interval_secs must be in the range 6086400 (1 minute to 24 hours).
  • max_retries_client_errors must be in the range 010.
  • If max_retries_client_errors > 0, retry_interval_secs must also be set.
  • retry_interval_secs is only meaningful when max_retries_client_errors > 0 — supplying one without the other returns a 400.
  • Both fields must be omitted (or 0 / null) for sms_chat events.

How retries are scheduled

When a phone-call event finishes with a retryable CallStatus and budget remains:
  • A new CallAttempt record is appended to the event’s call_attempts array.
  • scheduled_at_fixed_datetime is advanced to now + retry_interval_secs (not the original time + interval — the clock starts when the previous attempt’s terminal status is received).
  • status returns to pending and the executor will pick the event up again on its next sweep.
When the budget is exhausted, the final attempt is recorded, status becomes failed, and an errors entry explains that the client-error retry budget was exhausted.

Total attempts

max_retries_client_errors counts retries on top of the initial dispatch. So:
  • max_retries_client_errors: 0 → 1 total attempt (no retries).
  • max_retries_client_errors: 3 → up to 4 total attempts.
  • max_retries_client_errors: 10 → up to 11 total attempts.

Inspecting attempt history

Each phone-call event exposes a call_attempts array containing one entry per terminal dispatch:
The audit trail stays on a single row across the entire retry sequence — you do not need to query multiple events to reconstruct what happened.

API reference

All endpoints are scoped to a specific assistant.

Create-event fields


Examples

Schedule a phone call with retries on busy / no-answer

This event will be tried up to four times total (initial + 3 retries), with a five-minute gap between attempts.

Schedule a phone call without retries

Omit the retry fields (or set max_retries_client_errors to 0) for a single-attempt call.

Schedule an SMS

Retry fields do not apply to SMS events.

Inspect retry history

The response includes status, call_attempts, and (once retries finish) the final call_status and errors array.

Cancel a pending event

Deleting a pending event prevents any further dispatches. Deletion has no effect on attempts that have already completed.

Choosing a retry policy

A few rules of thumb when picking values:
  • Short intervals (60–300s) suit time-sensitive flows where the recipient is likely to be near their phone — verification calls, urgent reminders. They burn the retry budget quickly, which is sometimes what you want.
  • Medium intervals (5–30 minutes) are a good default for outreach campaigns. Long enough that a busy recipient may finish their previous call; short enough that the event still completes within an hour.
  • Long intervals (1–24 hours) match daily-cadence flows: missed bill reminders, callback queues, abandoned-cart nudges.
  • Total reach time = max_retries_client_errors × retry_interval_secs. Make sure that span fits inside the time window when calling is acceptable for your use case (and your jurisdiction’s calling-hour rules).
  • Higher max_retries_client_errors is not always better — at some point the recipient is unlikely to answer regardless of how many times you try. Three to five retries is usually plenty.


Transcription Settings

Source: https://developers.telnyx.com/docs/inference/ai-assistants/transcription-settings.md
Telnyx AI Assistants support multiple speech-to-text (STT) models for transcribing caller audio. The model you choose affects transcription accuracy, supported languages, and response latency. You can also tune provider-specific transcription behavior, such as end-of-turn detection, formatting, keyterm boosting, and Azure region selection.

Available models

deepgram/flux supports English, Spanish, French, German, Hindi, Russian, Portuguese, Japanese, Italian, and Dutch. For broader language coverage, use deepgram/nova-3, deepgram/nova-2, azure/fast, assemblyai/universal-streaming, xai/grok-stt, nvidia/parakeet-v3, or reson8/turns.

Selecting a model

Portal

In the AI Assistants tab, edit your assistant and navigate to the Voice tab. Select your preferred STT model from the Transcription Model dropdown. AI Assistant Transcription Model Selection When you change models in the Portal, related settings are reset to the defaults for that provider. For example:
  • deepgram/flux supports explicit languages, auto, and multi for its supported languages, and applies Flux end-of-turn defaults.
  • Other Deepgram models enable smart_format and numerals by default.
  • assemblyai/universal-streaming applies AssemblyAI turn detection defaults.
  • azure/fast defaults the Azure region to latency, which auto-selects the closest supported Telnyx-managed region.
  • nvidia/parakeet-v3 uses automatic multilingual transcription.
  • reson8/turns defaults the language to auto for automatic detection.

API

Set the transcription.model field when creating or updating an assistant:
You can also set the transcription language explicitly. If omitted or set to auto, supported models auto-detect the language:

Languages

Supported language options depend on the selected model. If your assistant has a language filter set elsewhere in the Voice tab, the Portal only shows transcription models and language choices that are compatible with that language.

Deepgram settings

Deepgram Flux end-of-turn detection

deepgram/flux is optimized for live voice agents. It provides end-of-turn detection so the assistant can start responding as soon as the caller finishes speaking. It also supports eager end-of-turn, which starts large language model (LLM) processing before the caller fully stops speaking to reduce perceived response latency. When you select deepgram/flux in the Portal, these settings are applied by default: eager_eot_threshold must be less than or equal to eot_threshold. Setting both thresholds to the same value effectively disables eager end-of-turn behavior because the system waits for final end-of-turn confirmation before starting LLM processing. The eager_eot_threshold field is controlled by the FE-eager-eot-threshold Portal feature flag. When that flag is disabled, the Portal hides the field, but API payloads can still include it if your account supports the setting. When using Flux, the Portal may also prompt you to lower the assistant’s start speaking plan timings. Flux works best with low start speaking delays, such as 0.1 seconds for wait time and endpointing plan thresholds.

Keyterm Boost

deepgram/flux and deepgram/nova-3 support keyterm, a comma-separated list of terms to boost during recognition. Use it for product names, customer names, acronyms, or domain-specific vocabulary. Keyterm Boost also supports dynamic variables. Use variables when boosted terms are caller-specific, such as a customer name, participant names, account name, or product names passed into the assistant at conversation start.

Smart Format and Numerals

For Deepgram models other than Flux, the Portal exposes these settings and enables both by default when you select the model:

AssemblyAI settings

assemblyai/universal-streaming supports configurable turn detection. When you select it in the Portal, these defaults are applied: min_turn_silence must be less than or equal to max_turn_silence.

Parakeet settings

nvidia/parakeet-v3 supports multilingual transcription with automatic language detection. It does not require provider-specific transcription settings.

Reson8 settings

reson8/turns delivers transcripts per turn of speech: the assistant receives the full transcript of a turn when the caller finishes speaking. Language defaults to auto for automatic detection and can be fixed to one of the 10 supported languages. It does not require provider-specific transcription settings.

Azure settings

azure/fast supports region selection and an optional Azure API key reference. Common Telnyx-managed regions include latency, australiaeast, centralindia, eastus, northcentralus, westeurope, and westus2. Additional Azure regions are available when using your own Azure API key.

Configure advanced settings via API

Create an assistant with tuned transcription settings:


Interruption Settings

Source: https://developers.telnyx.com/docs/inference/ai-assistants/interruption-settings.md
Interruption settings control whether and how callers can interrupt your AI assistant while it is speaking. By default, interruptions are enabled — callers can barge in at any point. You can disable interruptions entirely, protect only the greeting from being cut off, or tune the endpointing thresholds that determine when the assistant treats caller speech as a complete turn. In this guide, you will learn:
  • How interruption handling differs between turn-taking and non turn-taking transcription models.
  • How to configure interruption settings via the API.
  • How to protect greetings and tune endpointing thresholds.

How it works

Interruption behavior depends on which transcription model your assistant uses.

Turn-taking models

Turn-taking models like deepgram/flux have built-in end-of-turn detection. When you use one of these models, the assistant determines when the caller has finished speaking using the transcription-level settings eot_threshold, eot_timeout_ms, and eager_eot_threshold — configured under transcription.settings. See the Transcription Settings guide for details. You can still use interruption_settings.enable and interruption_settings.disable_greeting_interruption with turn-taking models, but the start_speaking_plan and transcription_endpointing_plan thresholds are not relevant because the model handles turn detection natively.

Non turn-taking models

For models without built-in turn detection (such as deepgram/nova-3, deepgram/nova-2, azure/fast, or nvidia/parakeet-v3), the assistant relies on the interruption_settings.start_speaking_plan to decide when to start speaking after the caller stops. This plan uses silence-based endpointing thresholds to detect end of turn.

Configuration

API schema

Set the interruption_settings object when creating or updating an assistant:

Key fields

Mission Control Portal

You can also configure interruption settings through the Portal:
  1. Navigate to AI > Assistants.
  2. Select your assistant and click Edit.
  3. Open the Voice tab.
  4. Scroll to the Interruption Settings section.
  5. Toggle interruptions on or off, enable greeting protection, and adjust the start speaking plan thresholds.

Example configurations

Default — allow interruptions

Allow callers to interrupt at any time, including during the greeting. This is the default behavior when interruption_settings is omitted.

Protected greeting

Allow interruptions during normal conversation but prevent callers from cutting off the assistant’s initial greeting. Useful for flows where the greeting contains required disclosures or context.

Conservative endpointing for non turn-taking models

Use longer silence thresholds to reduce false interruptions in noisy environments or when callers tend to pause mid-sentence. This configuration waits longer before treating silence as end of turn.

Use cases

  • Call centers with background noise: Increase wait_seconds and endpointing thresholds to prevent ambient noise from triggering false interruptions.
  • IVR-style interactions: Keep interruptions enabled so callers can barge in to skip prompts they have already heard.
  • Greeting-heavy flows: Enable disable_greeting_interruption to ensure callers hear required disclosures, legal notices, or welcome messages before interacting.
  • Dictation or number entry: Increase on_number_seconds to give callers time to finish reading out long numbers like account IDs or phone numbers without the assistant cutting in.


Integrations

Source: https://developers.telnyx.com/docs/inference/ai-assistants/integrations.md
Telnyx AI assistants can integrate with leading enterprise platforms to access customer data, create tickets, update records, and automate workflows directly during conversations.

Available integrations

The Integrations tab in the assistant builder offers a growing catalog of enterprise connectors, organized by category. Use the category filter chips at the top of the Add Integration section to narrow the list, or browse everything below.

Sales & CRM

Customer Support

Engineering & Product

IT Operations

Work Management

Knowledge & Documentation

Communication & Collaboration

File Storage & Productivity

HR & Recruiting

Scheduling

Design & UX

Accounting & Finance

E-commerce & Payments

Testing & Evaluation

The integration catalog is expanding regularly. The Add Integration section in the assistant builder always reflects the current, complete list — if you see a platform there that isn’t documented below, it works the same way: connect it, enter the required credentials, and enable the tools you need.

Getting started

Prerequisites

Before connecting an integration, make sure you have: Active access with the right permissions on the target platform. Platform-specific keys or tokens required by the integration. A configured assistant ready to connect the integration.

Connection workflow

Navigate to AI Assistants and open an existing assistant or create a new one. Select the Integrations tab for that assistant. In the Add Integration section, optionally filter by category using the chips (for example Sales & CRM or Customer Support), pick a provider, and enter the required credentials. Enable the tools you need, adjust defaults, and save the assistant. Mission Control Portal showing the Add Integration section with category filter chips and a grid of available integration platforms

See integrations in action

Watch how Telnyx Voice AI Agents connect to enterprise platforms like ServiceNow to create, update, and resolve tickets through natural voice conversation: This demonstration shows the integration workflow in the Mission Control Portal and real-time ticket management capabilities that work across all supported platforms.

Platform-specific setup

Select your integration platform below. If you don’t see your platform, scroll horizontally to view all available options.

GitHub

Connect your AI assistant to GitHub for code hosting, version control, and development workflows.

Prerequisites

  • GitHub account with repository access.
  • Permissions to create personal access tokens.
  • Appropriate repository scopes for integration needs.

Required credentials

When connecting GitHub, you’ll need to provide: Generate a GitHub Personal Access Token at https://github.com/settings/tokens by clicking Generate new token → Generate new token (classic) and selecting scopes such as repo, read:user, and read:org, then copy the token (it only appears once). GitHub integration credentials dialog showing Personal Access Token input field

Available tools

After connecting GitHub, your assistant can:
  • Create issues - Log bugs, feature requests, or tasks in repositories.
  • Search repositories - Find repos by name, description, or topics.
  • Manage pull requests - Create, review, or update PRs.
  • Access code - Read file contents and repository structure.
  • Manage labels - Add or remove issue and PR labels.

Use cases

Bug Reporting
Repository Search

Greenhouse

Connect your AI assistant to Greenhouse for applicant tracking and recruiting workflows.

Prerequisites

  • Greenhouse account with API access.
  • Access to Greenhouse Dev Center.
  • Harvest API permissions.

Required credentials

When connecting Greenhouse, you’ll need to provide: Log in to Greenhouse, go to Dev Center → API Credential Management, create a Harvest API key with the permissions you need, and copy the generated token. Greenhouse integration credentials dialog showing API Key input field

Available tools

After connecting Greenhouse, your assistant can:
  • Candidate lookup - Search for candidates by name, email, or application ID.
  • Interview scheduling - View and coordinate interview schedules.
  • Application management - Track application status and progress.
  • Job posting access - View open positions and job details.
  • Scorecard review - Access candidate evaluations and feedback.

Use cases

Candidate Status Check
Interview Coordination

HubSpot

Connect your AI assistant to HubSpot for marketing, sales, and customer service workflows.

Prerequisites

  • HubSpot account with API access.
  • Private app access token or OAuth credentials.

Required credentials

When connecting HubSpot, you’ll need to provide: Create a private app in HubSpot (Settings → Integrations → Private Apps) and copy the access token from the Auth tab. HubSpot integration credentials dialog showing Private app token input field

Available tools

After connecting HubSpot, your assistant can:
  • Manage contacts - Create, update, or search contacts.
  • Deal tracking - Create deals, update deal stages.
  • Ticket management - Create support tickets, update status.
  • Company records - Access and update company information.
  • Engagement tracking - Log calls, emails, and notes.

Use cases

Lead Capture
Support Ticketing

Intercom

Connect your AI assistant to Intercom for customer messaging and support workflows.

Prerequisites

  • Intercom account with API access.
  • Permissions to create private apps.
  • Access token with appropriate scopes.

Required credentials

When connecting Intercom, you’ll need to provide: Create a private app in Intercom (Settings → Developers → Developer Hub → Your Apps → New App) and copy the access token from the authentication section. Intercom integration credentials dialog showing Access Token input field

Available tools

After connecting Intercom, your assistant can:
  • Access conversation history - Retrieve past customer interactions and messages.
  • Create notes - Add internal notes to customer conversations.
  • Update customer attributes - Modify user data and custom attributes.
  • Search users - Find customers by email, user ID, or other identifiers.
  • Manage tags - Add or remove conversation tags for organization.

Use cases

Customer Support Context
User Data Management

Jira

Connect your AI assistant to Jira for project management, issue tracking, and software development workflows.

Prerequisites

  • Jira account (Cloud or Server).
  • API token or password.
  • Project access and permissions.

Required credentials

When connecting Jira, you’ll need to provide: The Jira username or email that has access to the project. Generate a token at https://id.atlassian.com/manage-profile/security/api-tokens by selecting Create API token. Provide the base URL of your Jira instance (for example yourcompany.atlassian.net) without the https:// prefix. Jira integration credentials dialog showing Email, API token, and Site URL input fields

Available tools

After connecting Jira, your assistant can:
  • Create issues - Create bugs, tasks, stories, or epics.
  • Update issues - Change status, assignee, or priority.
  • Search issues - Find issues by project, assignee, or status.
  • Add comments - Comment on existing issues.
  • Transition issues - Move issues through workflow states.

Use cases

Bug Reporting
Task Management

Salesforce

Connect your AI assistant to Salesforce to access customer records, create cases, update opportunities, and more.

Prerequisites

  • Salesforce account with API access.
  • Username and password.
  • Security token (reset in Personal Settings → Reset My Security Token).
  • Organization ID (found in Setup → Company Settings → Company Information).

Required credentials

When connecting Salesforce, you’ll need to provide: Your Salesforce hostname such as acme.my.salesforce.com (production) or acme.sandbox.my.salesforce.com (sandbox) without https:// or trailing /. The Salesforce username or email with integration access. The password for that Salesforce user. The security token from Personal Settings → Reset My Security Token (it arrives via email). Your org ID from Setup → Company Settings → Company Information. Salesforce integration credentials dialog showing Instance domain, Username, Password, Security token, and Organization ID input fields

Available tools

After connecting Salesforce, your assistant can use tools to:
  • Search records - Find accounts, contacts, leads, opportunities.
  • Create records - Create new cases, leads, tasks, or opportunities.
  • Update records - Modify existing records with new information.
  • Query data - Run SOQL queries for custom data retrieval.

Use cases

Customer Service
Lead Qualification
Case Management

ServiceNow

Connect your AI assistant to ServiceNow for IT service management, incident tracking, and workflow automation.

Prerequisites

  • ServiceNow instance with API access.
  • User account with appropriate roles (e.g., itil, admin).
  • Instance URL and credentials.

Required credentials

Provide the ServiceNow hostname, for example acme.service-now.com or acme-dev.service-now.com. Supply the ServiceNow user with the necessary roles. Enter the password for that user. ServiceNow integration credentials dialog showing Instance URL, Username, and Password input fields

Available tools

After connecting ServiceNow, your assistant can:
  • Create incidents - Log IT incidents with priority and categorization.
  • Update tickets - Modify incident status, assignment, or details.
  • Search knowledge base - Find KB articles for issue resolution.
  • Query records - Access CMDB, user records, or service catalogs.

Use cases

IT Support
Service Requests

Zendesk

Connect your AI assistant to Zendesk for customer service and support workflows.

Prerequisites

  • Zendesk account with API access.
  • Admin access to generate API tokens.
  • Subdomain and email credentials.

Required credentials

When connecting Zendesk, you’ll need to provide: Enter only the subdomain portion (e.g., company if your portal is company.zendesk.com); the rest is added automatically. The Zendesk account email that owns the API token. Generate a token in Admin Center → Apps and integrations → APIs → Zendesk API. Zendesk integration credentials dialog showing Subdomain, Email, and API token input fields

Available tools

After connecting Zendesk, your assistant can:
  • Create tickets - Log customer support requests with priority and categorization.
  • Search customer history - Find previous tickets and interactions by customer.
  • Update ticket status - Modify ticket status, assignment, or priority.
  • Access knowledge base - Search KB articles for issue resolution.

Use cases

Support Ticketing
Customer History Lookup

Coval

Connect your AI assistant to Coval for automated simulation, evaluation, and production monitoring of voice and chat agents. Coval is a testing and evaluation tool — unlike the other integrations on this page, it does not add tools your assistant uses during conversations. Instead, it tests and monitors the assistant itself, helping you catch regressions and validate behavior at scale.

Prerequisites

  • Coval account at coval.dev.
  • A configured Telnyx AI assistant to evaluate.

Required credentials

When connecting Coval, you’ll need to provide: Log in to your Coval dashboard, navigate to your workspace settings, and copy your API key.

Capabilities

After connecting Coval, you can:
  • Automated scenario simulation — Generate thousands of test scenarios from a few seed cases, covering edge cases and unexpected user behaviors.
  • CI/CD regression testing — Automatically detect performance regressions on every code change before deploying to production.
  • Production monitoring — Log live calls, receive instant alerts for performance drops, and replay transcripts and audio.
  • Built-in evaluation metrics — Measure latency, accuracy, tool-call effectiveness, and instruction compliance across all interactions.

Use cases

Pre-deployment validation
Regression testing in CI/CD
Production quality monitoring

Managing integrations

Viewing connected integrations

Navigate to the assistant you want to review in the Mission Control Portal. Open the Integrations tab. View everything listed under Connected Integrations. Integrations section displaying Jira under Connected Integrations with description and unassign button

Disconnecting an integration

To disconnect an integration from your assistant: Navigate to your assistant and open the Integrations tab. Find it within the Connected Integrations list. Click the chain-link unassign button. Approve the confirmation dialog to finish disconnecting. Jira integration card in Connected Integrations showing unassign button (chain link icon) After disconnecting:
  • The integration is removed from this assistant.
  • All associated tools are disabled for this assistant.
  • The integration moves to Available Integrations and can be reconnected later.
Disconnecting an integration only removes it from the current assistant. The integration remains in your account and can be connected to other assistants or reconnected to this one.

Deleting an integration

To permanently delete an integration from your account: Navigate to your AI assistant and open the Integrations tab. Look under Available Integrations. Click the trash icon next to the integration. Approve the deletion to remove stored credentials permanently. Jira integration card in Available Integrations showing connect button and delete button (trash icon) Deleting an integration permanently removes it from your account, including all stored credentials. You will need to set it up again from scratch if you want to use it in the future.

Best practices

Security

Create integration-specific profiles with only the permissions the workflow needs. Update API tokens and passwords on a routine cadence. Review integration activity through platform audit logs. Grant only the scopes required for each integration use case. Test and validate integrations in non-production environments first.

Configuration

Enable search/read capabilities first, then gradually introduce write actions. Document when and how each tool should be used so assistants respond correctly. Validate integration behavior across multiple conversation scenarios. Configure sensible defaults (e.g., priority, project) to reduce user input errors. Define fallback behavior when integration calls fail or return unexpected results.

Performance

Avoid duplicate searches or redundant requests where possible. Store reusable values (for example, via dynamic variables) for the duration of a session. Configure timeout thresholds that balance responsiveness with reliability. Track provider limits and design workflows to stay within allocation.

Troubleshooting

Connection failures

Symptom: Unable to connect integration, credentials rejected. Solutions:
  • Verify credentials are correct and have not expired.
  • Check that the user account has API access enabled.
  • Ensure security tokens or API keys are current.
  • For Salesforce: Confirm security token is included.
  • For cloud platforms: Verify instance URL format (no https:// or trailing /).

Tools not appearing

Symptom: Integration connected but no tools available. Solutions:
  • Refresh the page and check again.
  • Verify the integration account has required permissions.
  • Check that the platform subscription includes API access.
  • Disconnect and reconnect the integration.

Authentication errors during calls

Symptom: Tools fail with authentication errors during conversations. Solutions:
  • Regenerate API tokens or security tokens.
  • Update stored credentials in the integration.
  • Verify account has not been locked or suspended.
  • Check IP allowlists (if applicable).

Missing data or records

Symptom: Assistant cannot find expected records. Solutions:
  • Verify the integration account can access the records.
  • Check record permissions and sharing settings.
  • Confirm records exist in the platform.
  • Verify search parameters and filters.

Rate limiting

Symptom: Integration calls fail with rate limit errors. Solutions:
  • Reduce frequency of integration calls.
  • Implement caching for frequently accessed data.
  • Contact platform support to increase limits.
  • Distribute calls across multiple service accounts.

Next steps


Testing, Versions & Traffic Distribution

Source: https://developers.telnyx.com/docs/inference/ai-assistants/version-testing-traffic-distribution.md
This guide walks you through testing your AI assistant before production deployment and managing live traffic distribution between different versions. You’ll learn how to create tests, iterate on your assistant, and safely roll out changes using A/B testing.

Creating Your First Assistant

Start by creating a new assistant using a template to establish a baseline for testing.
  1. Navigate to the AI Assistants page
  2. Click “Create Assistant” and select the “Weather Assistant” template
  3. This template provides a good foundation with a standard greeting and weather functionality
Create Weather Assistant Take note of the default greeting message - we’ll be testing and modifying this later.

Setting Up Your First Test

Testing your assistant ensures it behaves correctly before going live with users.

Creating a Test

  1. Navigate to the AI Tests page
  2. Click “Create Test” to set up your first test scenario
Create AI Test

Configuring Test Criteria

  1. Configure your test with the following:
    • Test Name: “Weather Assistant Greeting Test”
    • Assistant: Select your weather assistant
    • Success Criteria: Add criteria to validate the greeting message content and that temperature is described by the assistant.
Test Criteria Configuration

Running Your Test

  1. Click “Run Test” to execute your test scenario
  2. Monitor the test progress in real-time
  3. Review the detailed results once the test completes
Test Execution Run Test Execution Results Test Execution Results The results will show whether your assistant met all the defined criteria, helping you identify any issues before deployment. You can also review the conversation itself.

Creating Assistant Versions

Now you’ll create a new version of your assistant with modified behavior to demonstrate A/B testing. To make it obvious that the A/B test is working, we make two visibly distinct versions of the AI Assistant using the frontend widget feature. Versions are not limited to the frontend, though. You can make versions from any configuration on the assistant including updated tools, instructions, and more.

Modifying the Assistant

  1. Return to your weather assistant in the AI Assistants page
  2. Click the edit icon (pencil) next to your assistant
  3. Make the following changes to create a visually distinct version:
    • Enable the frontend widget: Navigate to the Widget tab and click enable
    • Widget Appearance: Navigate back to the Widget tab and change the widget theme from dark mode to light mode in the appearance settings
Enable Assistant Widget

Creating a New Version

  1. After making your changes, click “Save as New Version”
  2. Give your version a descriptive name: “Light Theme with New Greeting”
  3. Add version notes describing the changes made
Edit Assistant Widget You now have two versions of your assistant:
  • Version 1: Original greeting with dark theme widget
  • Version 2: New greeting with light theme widget
View New Assistant Version

Production Traffic Distribution

Once you’ve validated a new version, use version routing to control which live calls receive it. Traffic routing now uses ordered rules, similar to feature-flag targeting. Each rule has:
  • If conditions that match the end user target for the conversation
  • Serve behavior that sends matching calls to one version, or splits them across several versions
Rules are evaluated from top to bottom. The first matching rule wins. If no target rule matches, the assistant serves the main version unless you configure a default rule.

Open the traffic routing editor

  1. Open your assistant from the AI Assistants page.
  2. Go to the assistant’s version or deployment controls.
  3. Open Traffic distribution to configure routing rules.

Add a target rule

Use target rules when you want a specific end user, customer, or test endpoint to receive a version. The target value is the same value exposed to assistants as {{telnyx_end_user_target}}: the phone number, SIP URI, or other identifier associated with the end user. This works for both call directions:
  • Inbound calls: the end user target is the caller’s phone number, SIP URI, or identifier.
  • Outbound calls: the end user target is the destination the assistant calls. For example, you can route calls to your own number to a test version.
  1. Click Add rule.
  2. In the If section, choose End user target.
  3. Select an operator:
    • is one of for exact targets, such as +13125550123 or sip:customer@example.com
    • is not one of to exclude specific targets
    • starts with for prefixes, such as +1312 or sip:qa-
AI Assistant traffic routing new end user target rule If your Traffic distribution editor still shows Origination number, treat it as the end user target. The field is being renamed because the same routing behavior applies to inbound callers and outbound call destinations.
  1. Enter one or more target values. You can separate values with commas or new lines.
  2. In the Serve section, choose Send all matched calls to one version and select the version that matching calls should receive.
AI Assistant single-version end user target rule Target rules can contain multiple conditions. Conditions in the same rule are AND-joined, so every condition must match for the rule to apply. If multiple rules could match, only the first matching rule is used. AI Assistant end user target rule with multiple conditions

Split matching traffic by percentage

For gradual rollouts, set a rule’s Serve behavior to Split by percentage. Add version slots and assign each one a percentage. The allocation bar shows how matching traffic is split. Percentages must add up to less than 100. Any remaining percentage routes to the main version, which gives you a built-in safety fallback during canary releases. AI Assistant weighted rollout configuration For example, if a target rule sends 25% of matching calls to Version 2 and 25% to Version 3, the remaining 50% of matching calls continue to use the main version.

Configure the default rule

The default rule handles calls that do not match any target rule. By default, unmatched calls serve the main version. Use Configure default when you want unmatched calls to receive another version or a percentage split. Use Reset to main to remove the custom default and return all unmatched traffic to the main version.

Save, reorder, or rollback

  • Drag target rules to change their priority. Rule order matters because the first match wins.
  • Click Save to apply the routing configuration.
  • Click Rollback to clear all routing rules and send traffic back to the main version.
This setup allows you to:
  • Test new versions with internal phone numbers or SIP URIs before a broad rollout
  • Run percentage-based canaries for matching call segments
  • Keep the main version as the fallback for unmatched calls and remaining rollout percentage
  • Quickly rollback if issues arise
  • Promote a validated version to main when you’re ready

Testing Live Traffic Distribution

To verify your routing is working correctly, make repeated test calls with end user targets that should match each rule:
  1. For inbound testing, call the assistant from a phone number or SIP URI listed in a target rule and confirm the routed version answers.
  2. For outbound testing, have the assistant call a target listed in a rule, such as your own phone number, and confirm you receive the test version.
  3. Call from or to a target that should not match the target rules and confirm the default behavior applies.
  4. For weighted rollouts, make enough calls to confirm that matching traffic is distributed according to your configured percentages.

Automated Evaluation with Coval

The manual testing and A/B traffic distribution described above work well for targeted checks and gradual rollouts. For automated evaluation at scale, Telnyx integrates with Coval — a simulation and evaluation platform purpose-built for voice and chat agents.

What Coval adds

Getting started with Coval

  1. Set up the integration on the Integrations tab of your assistant.
  2. Create seed scenarios in Coval that reflect your most important conversation paths.
  3. Run simulations to validate assistant behavior before deploying new versions.
  4. Add Coval evaluation steps to your CI/CD pipeline to catch regressions automatically.
For setup details and required credentials, see the Coval integration guide.

Importing Assistants

Source: https://developers.telnyx.com/docs/inference/ai-assistants/importing.md
If you have voice assistants with another provider, you can import them to Telnyx in the portal or via API.

Supported Providers

Telnyx currently supports importing assistants from:
  • Vapi - Import your Vapi voice assistants with all configurations.
  • ElevenLabs - Import your ElevenLabs conversational AI agents.
  • Retell - Import your single- and multi-prompt Retell agents.

Video Tutorial

Watch this quick demonstration of importing a Vapi assistant to Telnyx:

Import Walkthrough

Importing from Vapi

Viewing your Assistants

From the assistants page, you can select Import Assistants. AI Assistant List Import

Selecting your Provider

On the next page, select Vapi from the provider list and securely store your Vapi API Key with Telnyx to initiate the import. Any assistant that has already been imported will be overwritten with its latest version from Vapi. Import Assistants Page

Selecting your Assistants

You can then select which Vapi assistants to import. Trial accounts have a limit of 1 AI Assistant. Import Assistants Page

Testing your imported Assistant

You should now see your new assistants listed and can click the pencil icon to edit or the telephone icon to test them in the portal. Check out the quickstart tutorial for more information on editing or creating our Assistants.

Importing from ElevenLabs

Viewing your Assistants

From the assistants page, you can select Import Assistants. AI Assistant List Import

Selecting your Provider

On the next page, select ElevenLabs from the provider list and securely store your ElevenLabs API Key with Telnyx to initiate the import. Any assistant that has already been imported will be overwritten with its latest version from ElevenLabs. Import Assistants Page

Selecting your Assistants

You can then select which ElevenLabs agents to import. Trial accounts have a limit of 1 AI Assistant. Import Assistants Page

Testing your imported Assistant

You should now see your new assistants listed and can click the pencil icon to edit or the telephone icon to test them in the portal. Check out the quickstart tutorial for more information on editing or creating our Assistants.

Supported Import Functionality

Instructions

Your assistant’s instructions will be imported as is.

Greeting (a.k.a. first message)

Your assistant’s greeting will be imported as is.

LLM

By default, the LLM assistant will be set to our flagship on-prem LLM, which provides optimal latency, cost, and intelligence. You can BYO LLM with third-party providers by storing an API Key.

Voice

When importing from Vapi or ElevenLabs, the voice will be imported as is. Otherwise, the LLM assistant will be set to our flagship on-prem TTS, which provides optimal latency, cost, and realism. You can BYO TTS with other third-party providers by storing an API Key.

Dynamic Variables

References to dynamic variables and their defaults will be imported as is. See our guide on how to set these values per call.

Tools

Hangup, transfer, and webhook tools will be imported as is.

MCP Servers (a.k.a. Integrations)

Integrations with MCP Servers will be imported as is.

Insights (a.k.a. analysis, success criteria, structured data…)

Structured and unstructured call analysis configuration is imported as is.

Data Retention

If you have disabled data retention with another provider, this setting will be imported as is.

Knowledge Bases

Telnyx will not import your knowledge base by default. You can easily drag and drop files or import website content for your assistant in the assistant builder. Knowledge Base Page

Secrets

Telnyx will create placeholder integration secrets for you with the same name as they are configured in the importing provider. You will need to resupply the value of the secret on the Telnyx integration secrets page. Knowledge Base Page

Custom LLMs for Assistants

Source: https://developers.telnyx.com/docs/inference/ai-assistants/custom-llm.md
In addition to standard third-party LLM providers like OpenAI, Gemini, and Groq, you can also power your AI Assistant with any public OpenAI-compatible chat completions endpoint. This includes models hosted using AWS Bedrock, Azure OpenAI, and Baseten or open source inference engines like vLLM and SGLang. You must have a publicly accessible OpenAI-compatible chat completions endpoint before proceeding with deployment.

When to use custom LLM providers

Custom LLM providers are ideal for scenarios where you need:
  • Specific model requirements - Access to proprietary models, fine-tuned models, or the latest releases not yet available through standard providers.
  • Data residency and compliance - Ensure your data stays within specific geographic regions or private cloud environments.
  • Cost optimization - Leverage enterprise agreements, reserved capacity, or self-hosted infrastructure for better economics at scale.
  • Advanced model control - Fine-tune parameters, adjust inference settings, or use specialized configurations for your use case.

Azure

For this guide, we will deploy gpt-4o on Azure AI Foundry. First, create or select a resource. Azure AI Foundry homepage showing resource selection interface Then, drill into the resource to find the API key and Azure OpenAI endpoint. Azure deployment details page displaying API key and endpoint URL Create or edit a Telnyx AI Assistant and in the Agent tab, check Use Custom LLM. Input the endpoint URL as the Base URL and append /openai/v1 and create a new Integration Secret with your API Key. You will see a dropdown of all possible Azure models but only ones that you have deployed will validate an LLM connection. Telnyx portal Agent tab with Azure custom LLM configuration and model dropdown Once you save your assistant you will be able to immediately use your assistant in the Telnyx portal with the Test Assistant dropdown.

Forward metadata to your custom LLM

By default, Telnyx does not include your assistant’s dynamic variables in requests to a custom LLM endpoint. If your model gateway or application needs those values, enable forward_metadata on the assistant’s external_llm configuration.
When forward_metadata is true, Telnyx adds a top-level extra_metadata object to the OpenAI-compatible chat completions request body sent to your custom LLM endpoint when dynamic variables are available. The field defaults to false when omitted.
Use this when your external LLM service needs request context for routing, logging, personalization, or retrieval. extra_metadata is separate from OpenAI’s native metadata field, so your endpoint must explicitly read extra_metadata from the request body.

Baseten

For this guide, we will deploy Llama 3.3 70B on Baseten. First, click Deploy Now. Baseten model library page showing Llama 3.3 70B with Deploy Now button Navigate to the deployment. Baseten deployment overview page for Llama 3.3 70B model Click the API Endpoint button to see the endpoint and generate an API Key. Save these details. Baseten deployment page showing API endpoint URL and key generation button After about 15 minutes, the deployment should be live. When it is complete, create or edit a Telnyx AI Assistant and in the Agent tab, check Use Custom LLM. Input the Baseten Endpoint URL for your deployment as the Base URL and create a new Integration Secret with your Baseten API Key. Telnyx portal custom LLM configuration showing Base URL input field If your base URL supports an OpenAI-compatible /models endpoint the Model Name dropdown will populate automatically. Baseten deployments do not support this endpoint, so you can enter any name for your model here. You can also validate the connection is live before saving your assistant. Telnyx portal custom LLM validation interface with connection test button Once you save your assistant you will be able to immediately use your assistant in the Telnyx portal with the Test Assistant dropdown as well as review metrics in your Baseten deployment. Baseten deployment dashboard displaying usage metrics and performance data

Missions

Voice Outreach

Source: https://developers.telnyx.com/docs/inference/missions.md
Your AI agent can do more than answer questions — it can go out into the world and get things done. With AI Missions and the Telnyx Missions skill, you can give your agent a task like “Find catering companies in Chicago and call them to negotiate quotes for a corporate event” and watch it execute the entire workflow: research, phone calls, follow-ups, and a final summary. This guide walks you through the full lifecycle — from setting up your agent with the Missions skill to reviewing call results in the Telnyx Portal.

What you’ll need

Before you start, make sure you have:
  1. An OpenClaw agent — This is the AI agent that will execute your mission. If you don’t have one yet, follow the OpenClaw quickstart to get set up.
  2. A Telnyx account with an API key — Your agent needs API access to create assistants, schedule calls, and track missions. Create a Telnyx account if you don’t have one, then generate an API key.
  3. The Telnyx Missions skill installed — Install it from ClawHub and configure your TELNYX_API_KEY as an environment variable for your agent.
That’s it. The skill handles phone number selection and assignment automatically — your agent will pick an available number from your account when it needs to make calls.

How it works

Your agent uses several Telnyx APIs to orchestrate the work:
  • Missions API — creates a mission, plans steps, logs events, and tracks status
  • Assistants API — creates a voice assistant with custom prompts and schedules calls
  • Numbers API — finds an available phone number and assigns it to the assistant
The Missions API tracks every step — what your agent planned, what it did, what succeeded, and what failed. You get a complete audit trail without having to monitor the agent in real time.

Give your agent a mission

Once your agent has the Telnyx Missions skill installed, you can describe tasks in natural language. The agent handles the rest.

Example: Catering quote negotiation

Here’s a real example — asking your agent to find caterers and negotiate pricing:
“Find catering companies in Chicago for a corporate event with 50 people. Call Lakefront Catering, Chicago Grill Co, and Prairie Table Events. Get a baseline quote from the first one, then use that to negotiate better rates with the others. Compare all quotes and recommend the best option.”
Your agent will:
  1. Create a mission in the Telnyx Missions API to track the work
  2. Build an execution plan with steps (assistant setup → baseline call → negotiation calls → comparison)
  3. Create a voice assistant — a Telnyx AI Assistant configured as a “Catering Quote Negotiator” with a professional script tailored to your request
  4. Assign a phone number from your account to the assistant for outbound calling
  5. Call the first caterer to establish a baseline price
  6. Call remaining caterers armed with the best quote so far, negotiating for better rates
  7. Monitor call completions and capture conversation insights
  8. Summarize results — comparing quotes and recommending the best option

What the agent plans

When the mission starts, your agent creates a structured plan. In the Portal, you can see each step and its status: Mission plan view showing completed steps: create assistant, call Lakefront Catering (baseline), call Chicago Grill Co (with best quote), call Prairie Table Events (with best quote), compare and recommend Each step has a status (pending, in_progress, completed, failed) so you can see exactly where things stand at any point. In this example, the agent’s plan was:
  1. Create catering negotiation assistant with dynamic variable placeholders
  2. Call Lakefront Catering (baseline, no leverage)
  3. Call Chicago Grill Co (with best quote from call 1)
  4. Call Prairie Table Events (with best quote so far)
  5. Compare quotes and recommend best option
Notice how the agent strategically ordered the calls — getting a baseline first, then using that price as leverage in subsequent negotiations.

Monitor progress in the Portal

You don’t need to watch your agent work. The Telnyx Portal gives you a dashboard view of every mission.

Mission overview

Navigate to the AI Missions section in the Telnyx Portal to see all missions, their status, and when they were last updated. The dashboard shows recent runs with result summaries at a glance: AI Missions overview showing recent runs including Corporate Catering Quotes (succeeded), Restaurant Reservation Screening, and Weather IVR Sweep missions

Run details

Click View Run to see the full run detail — status, timing, the original input, and structured result payload. This is where you’ll find the agent’s final analysis: Mission Run Detail showing succeeded status, result summary with quotes from 3 caterers, and structured result payload with per-person pricing and recommendation The result payload includes structured data — per-person quotes, negotiation notes, conversation IDs linking back to call recordings, and the agent’s recommendation. This data is also accessible via the API.

Linked agents and conversation history

Scrolling down, the Portal shows which Telnyx AI Assistants your agent created and linked to the mission run. Below that, you can see every conversation — including which caterer was called, the call channel, and timestamps.

Conversation playback

Click any conversation to open the full transcript with audio playback. Here’s the Chicago Grill Co negotiation — watch the agent use the Lakefront’s $65 quote as leverage to negotiate down to $62: Conversation detail showing the Catering Quote Negotiator negotiating with Chicago Grill Co — starting at 58/person without dessert, then negotiating to 62 all-inclusive using the $65 competitor quote as leverage The conversation panel shows the full back-and-forth, audio waveform with playback controls, and latency metrics (STT, LLM, TTS) for each assistant turn.

Review call results

After calls complete, your agent captures conversation insights — structured summaries of what was discussed.

Conversation insights

For each completed call, the Missions skill can extract structured information using the AI Insights API — pulling out key data points like pricing, availability, and terms into a structured format.

The final summary

When all calls are done, your agent compiles everything into a summary with recommendations. Here’s what that looks like for our catering example:
Mission Complete: Catering Quote Negotiation Called 3 caterers for a 50-person corporate event: Recommendation: Chicago Grill Co offers the best value at 62/person62/person — 150 savings over the baseline for 50 guests.
This summary is also stored as the mission’s result_summary and result_payload, so it’s permanently accessible via the API and Portal.

How the voice calls work

Behind the scenes, your agent uses the Telnyx AI Assistants platform to make calls. Here’s what it sets up:

Voice assistant creation

The agent creates a Telnyx AI Assistant with:
  • A system prompt tailored to your specific request (e.g., “You are calling catering companies to negotiate quotes for a 50-person corporate event…”)
  • A greeting that opens the conversation naturally (e.g., “Hi, I’m calling to inquire about catering for a corporate event. Do you have a moment?”)
  • Dynamic variables that update between calls (e.g., injecting the current best quote before each negotiation call)
  • Telephony features enabled for voice calls

Phone number assignment

The agent finds an available phone number from your Telnyx account and assigns it to the assistant’s voice connection. This is the caller ID that businesses will see. You need at least one phone number in your Telnyx account. If none are available, the agent will let you know and link you to the number purchase page.

Call scheduling

Calls are scheduled during business hours to maximize the chance of reaching someone. The agent handles timezone awareness and won’t schedule calls at 3 AM.

Call monitoring

After scheduling, the agent polls for call completion and retrieves:
  • Call status — completed, failed, no answer, busy
  • Conversation transcript — full text of what was said
  • Conversation insights — structured extraction of key data points (quotes, availability, terms)

Tips for effective missions

Be specific in your request

The more detail you give, the better your agent performs:

Let the agent plan first

Your agent will create a plan before executing. If you want to review the plan before calls go out, say so:
“Find caterers and create a plan, but wait for my approval before making any calls.”

Check the Portal for real-time status

You don’t need to keep chatting with your agent. The Portal shows live progress — check back when you get a notification that the mission is complete.

Start small

Try a mission with 2-3 calls first to see how it works. You can always scale up once you’re comfortable with the workflow.

What’s next


AI Insights

Creating insights

Source: https://developers.telnyx.com/docs/inference/ai-insights/creating-insights.md
This guide walks you through creating individual AI Insights in the Mission Control Portal. You’ll learn how to define analysis instructions, use variables, and configure both normal and structured insights.

Prerequisites

  • Access to the Telnyx Mission Control Portal.
  • At least one AI Assistant configured (recommended for testing).

Accessing AI Insights

  1. Log in to the Mission Control Portal.
  2. Navigate to AI, Storage and Compute > AI Insights.
  3. You’ll see a list of existing insights with their IDs, names, instructions, and creation dates.
AI Insights Main Page

Creating an insight

Insights return free-form text responses based on your instructions.

Step 1: Open the create dialog

Click the Create Insight button in the top-right corner of the AI Insights page.

Step 2: Configure basic settings

In the Create Insight modal, you’ll see: Create Insight Modal
  1. Name (Required) - A descriptive identifier for your insight.
    • Example: “Conversation Summary”, “Customer Sentiment”, “Issue Classification”.
  2. Instructions - Detailed prompt describing what to analyze and extract.
    • Be specific about what information you want.
    • Include output format expectations.
    • Reference conversation elements (transcript, metadata, etc.).

Step 3: Write effective instructions

Good instructions are clear, specific, and actionable. Here are some examples: Example 1: Conversation summary
Example 2: Sentiment analysis
Example 3: Issue categorization

Step 4: Use variables (optional)

You can include dynamic variables in your instructions to provide context about the specific conversation. Click the Add a variable dropdown to see available options. System variables:
  • {{telnyx_current_time}} - Date and time of the conversation.
  • {{telnyx_conversation_channel}} - Channel type (phone_call, web_call, sms_chat).
  • {{telnyx_agent_target}} - Assistant’s phone number or identifier.
  • {{telnyx_end_user_target}} - User’s phone number or identifier.
Example with variables:
You can also reference custom dynamic variables that you’ve configured for your assistant.

Step 5: Save the insight

  1. Review your configuration.
  2. Click Save.
  3. The insight will appear in your insights list.

Managing insights

Editing an insight

  1. Find the insight in the list.
  2. Click the edit icon (pencil) on the right side of the row.
  3. Modify the name or instructions.
  4. Click Save.

Copying an insight ID

Each insight has a unique ID that you can use with the Memory API or for programmatic access:
  1. Click the copy icon next to the insight ID.
  2. The ID will be copied to your clipboard.
  3. Use this ID in API calls or memory queries.
Example ID format: cfcc865c-d3d4-4823-8a4b-f0df57d9f56f

Configuring webhook delivery

You can configure webhook URLs to automatically receive insight results when conversations complete.

Via Insight Groups

Set a webhook URL when creating or editing an Insight Group:
  1. Navigate to AI Insight Groups.
  2. Click Create Insight Group or edit an existing group.
  3. Enter your webhook URL in the Webhook URL field.
  4. Save the group.
Create Insight Group Modal Example:
All assistants using this group will send insights to this URL unless overridden.

Per assistant override

Override the group’s webhook URL for a specific assistant:
  1. Navigate to your AI Assistant configuration.
  2. Go to the Analysis tab and select Insights.
  3. Select an Insight Group.
  4. Click Edit selected to modify the group settings.
  5. Enter a different webhook URL for this assistant.
  6. Save the assistant configuration.
This is useful when different assistants need insights delivered to different systems or for testing with staging webhooks.

Best practices

Writing clear instructions

  1. Be Specific - Clearly state what you want to extract.
    • ❌ “Analyze the call”.
    • ✅ “Identify the customer’s main complaint and rate the urgency from 1-5”.
  2. Define Output Format - Specify how you want the response structured.
    • ❌ “Tell me about sentiment”.
    • ✅ “Rate sentiment from 1-10 and provide a one-sentence explanation”.
  3. Provide Context - Explain why the information matters.
    • ❌ “List products mentioned”.
    • ✅ “List products the customer showed interest in purchasing, noting their budget concerns”.
  4. Use Examples - Show the format you expect

Testing your insights

  1. Start with Test Conversations - Try your insight on a few sample conversations first.
  2. Review Results - Check if the extracted information matches your expectations.
  3. Refine Instructions - Adjust wording based on the results.
  4. Validate Accuracy - Ensure consistent, reliable extraction across different conversation types.

Naming conventions

Use clear, descriptive names that indicate:
  • What is being analyzed: “Customer Sentiment”, “Product Interest”, “Issue Type”.
  • Why it matters: “Escalation Needed”, “Follow-up Required”, “Compliance Check”.
  • Scope: “Healthcare Compliance”, “Sales Qualification”, “Support Quality”.

Next steps


Use cases

Source: https://developers.telnyx.com/docs/inference/ai-insights/use-cases.md
This guide provides complete, industry-specific examples of AI Insights implementations. Each use case includes insight configurations, group organization, webhook integration, and best practices.

Healthcare

Use case: Patient call quality & compliance

Business Need: Ensure regulatory compliance (HIPAA) while monitoring patient interaction quality and identifying follow-up needs.

Insight configurations

1. HIPAA compliance check (structured)
2. Patient care quality (structured)
3. Appointment summary (unstructured)

Insight group configuration

Webhook integration example

Expected results


Customer support

Use case: Support ticket automation & quality monitoring

Business Need: Automatically categorize and route support calls, monitor agent performance, and ensure customer satisfaction.

Insight configurations

1. Ticket classification (structured)
2. Customer satisfaction (structured)
3. Agent performance (structured)

Insight group configuration

Webhook integration example


Sales

Use case: Lead qualification & pipeline management

Business Need: Automatically qualify inbound leads, score opportunities, and route to appropriate sales representatives.

Insight configurations

1. Lead qualification (structured)
2. Product interest (structured)
3. Objections & concerns (unstructured)

Insight group configuration

Webhook integration example


E-commerce

Use case: Customer service & order management

Business Need: Handle order inquiries, identify dissatisfaction early, and capture product feedback.

Insight configurations

1. Order inquiry classification (structured)
2. Customer sentiment (structured)
3. Product feedback (unstructured)

Insight group configuration

Webhook integration example


Financial services

Use case: Fraud detection & compliance

Business Need: Identify potential fraud, ensure regulatory compliance, and categorize financial inquiries.

Insight configurations

1. Fraud risk assessment (structured)
2. Compliance check (structured)
3. Inquiry categorization (structured)

Insight group configuration

Webhook integration example


Best practices across use cases

1. Start with core insights

Begin with 2-3 essential insights:
  • ✅ Sentiment/satisfaction.
  • ✅ Primary classification.
  • ✅ Action required.
Add more specialized insights once core metrics are validated.

2. Balance structured and unstructured

Use structured insights for:
  • Metrics and scores.
  • Categories and classifications.
  • Boolean flags.
Use unstructured insights for:
  • Summaries and context.
  • Open-ended feedback.
  • Nuanced analysis.

3. Configure appropriate webhooks

  • Real-time action required → Webhook to operational system.
  • Analytics only → Webhook to analytics platform.
  • Manual review → No webhook, use Portal.

4. Test with real conversations

Before production:
  1. Test insights on 10-20 real conversations.
  2. Review accuracy of classifications.
  3. Validate webhook integration.
  4. Adjust instructions based on results.

5. Monitor and iterate

Track these metrics:
  • Insight accuracy.
  • Webhook delivery success rate.
  • False positive/negative rates for classifications.
  • Time to process insights.
Refine instructions monthly based on performance.

6. Secure sensitive data

For regulated industries:
  • Use HTTPS for all webhooks.
  • Implement proper authentication.
  • Encrypt data at rest.
  • Maintain audit logs.
  • Follow industry-specific compliance requirements.

Structured insights

Source: https://developers.telnyx.com/docs/inference/ai-insights/structured-insights.md
Structured insights extract data in a predefined JSON schema format, providing consistent, machine-readable results perfect for analytics, dashboards, and downstream processing.

When to use structured insights

Choose structured insights when you need:
  • Quantitative Metrics - Scores, ratings, counts, percentages.
  • Categorical Data - Status values, types, priorities, classifications.
  • Boolean Flags - Yes/no decisions, presence checks, compliance indicators.
  • Consistent Format - Data that feeds into databases, dashboards, or analytics systems.
  • Multiple Related Fields - Complex data with multiple attributes.

Creating a structured insight

Step 1: Start creating an insight

  1. Navigate to AI Insights in the Portal.
  2. Click Create Insight.
  3. Enter a name and basic instructions.

Step 2: Enable structured data mode

Click the Collect as structured data button to reveal the schema configuration interface. Structured Data Mode

Step 3: Define parameters

For each piece of data you want to extract, add a parameter with:
  1. Name - The field name in the JSON output (e.g., sentiment_score, issue_type).
  2. Type - The data type (string, number, boolean, etc.).
  3. Required - Whether this field must always be present.
  4. Description - Instructions for extracting this specific field.
Click Add parameter to add additional fields to your schema.

Parameter types

String

Text values - use for categories, descriptions, identifiers. Example:
Output:

Enum

Predefined categories - use when you have a fixed set of possible values. The AI agent will select one value from your provided list. Example:
Output:
Enums provide better accuracy than asking the AI agent to choose from options in a string description. They enforce strict value validation and make the AI agent’s task clearer.

Number

Numeric values - use for scores, ratings, counts, percentages. Example:
Output:

Integer

Whole number values - use when you need integers without decimals (counts, quantities, IDs). Example:
Output:
Use integer instead of number when you specifically need whole numbers. This provides clearer intent and can help the AI agent avoid returning decimal values.

Boolean

True/false values - use for flags, presence checks, yes/no decisions. Example:
Output:

Array

Lists of values - use for multiple items of the same type. Example:
Output:

Array (string)

Lists of text values - use for multiple string items with enforced type safety. Example:
Output:

Array (number)

Lists of numeric values - use for multiple numbers with enforced type safety. Example:
Output:

Array (boolean)

Lists of true/false values - use for multiple boolean flags with enforced type safety. Example:
Output:
Typed arrays (string, number, boolean) provide better type safety than the generic array type. Use them when you know all elements will be of the same specific type.

Object

Nested structures - use for complex related data. Example:
Output:

Complete examples

Example 1: Sentiment analysis

Configuration:
Sample Output:

Example 2: Sales qualification

Configuration:
Sample Output:

Example 3: Support ticket categorization

Configuration:
Sample Output:

Advanced mode

Enable Advanced mode (checkbox at the top of the structured data section) to access additional schema configuration options:
  • Custom validation rules.
  • Enum constraints for string values.
  • Min/max constraints for numbers.
  • Pattern matching for strings.
  • Nested object definitions.

Best practices

1. Keep schemas focused

Don’t try to extract everything in one insight. Create multiple focused insights instead:
  • ✅ Separate insights for “Sentiment” and “Issue Classification”
  • ❌ One massive insight trying to capture sentiment, classification, entities, summary, etc.

2. Make instructions clear

Each parameter’s description should be crystal clear:

3. Use enums for categories

When you have a fixed set of categories, use the enum type instead of listing values in a string description: ❌ Less effective (using string with description):
✅ Better (using enum type):
Using the enum type provides better accuracy and enforces strict value validation. See the Enum parameter type section for more details.

4. Mark optional appropriately

Only mark fields as required if they should always be extractable:
  • Required: overall_sentiment - should always be detectable
  • Optional: competitor_mentioned - may not come up in every conversation

5. Provide value ranges

For numeric fields, specify the range:

6. Test with edge cases

Test your structured insights with:
  • Very short conversations.
  • Conversations where some information is missing.
  • Ambiguous or unclear discussions.
  • Multiple topics in one conversation.

Next steps


Insight groups

Source: https://developers.telnyx.com/docs/inference/ai-insights/insight-groups.md
Insight Groups allow you to organize related insights into collections that can be assigned to AI Assistants and configured with webhook delivery. Groups provide a modular, reusable approach to conversation analysis.

Overview

An Insight Group is a named collection of insights with optional webhook configuration. Key features:
  • Reusable - Assign the same group to multiple assistants.
  • Modular - Mix and match insights across different groups.
  • Flexible Delivery - Configure unique webhook URLs per group.
  • Organized - Group insights by use case, department, or business function.

Accessing insight groups

  1. Log in to the Mission Control Portal.
  2. Navigate to AI, Storage and Compute > AI Insights.
  3. Click the AI Insight Groups tab.
AI Insight Groups Page The page displays:
  • ID - Unique identifier for the group (copyable).
  • Name - Group name.
  • Webhook URL - Configured webhook endpoint (or ”-” if none).
  • Insights Count - Number of insights in the group.
  • Created At - When the group was created.

Creating an insight group

Step 1: Open the create dialog

Click the Create Insight Group button in the top-right corner.

Step 2: Configure the group

Create Insight Group Modal Fill in the following fields:

Name (required)

A descriptive name that indicates the group’s purpose. Examples:
  • “Customer Service Analytics”.
  • “Sales Qualification Metrics”.
  • “Healthcare Compliance Checks”.
  • “E-commerce Customer Insights”.
  • “Support Ticket Classification”.
Best practices:
  • Use clear, business-oriented names.
  • Include the use case or department.
  • Avoid generic names like “Group 1” or “Test Group”.

Webhook URL (optional)

The HTTPS endpoint where insight results will be sent after each conversation. Format: https://your-domain.com/webhooks/insights When to use:
  • You want real-time insight delivery to your application.
  • You’re building dashboards or analytics systems.
  • You need to trigger actions based on insights.
  • You’re integrating with external systems.
When to skip:
  • You only need to view insights in the Portal.
  • You’re using the API to fetch insights on-demand.
  • You’re still testing and refining your insights.

Insights (multi-select)

Select which insights to include in this group:
  1. Click the Select an insight dropdown.
  2. Search or browse available insights.
  3. Click to add an insight to the group.
  4. Repeat to add multiple insights.
You can:
  • Add multiple insights to one group.
  • Use the same insight in multiple groups.
  • Create groups with a single insight.
  • Modify group membership after creation.

Step 3: Save the group

  1. Review your configuration.
  2. Click Save.
  3. The group will appear in the Insight Groups list.

Example configurations

Example 1: Customer support group

Use Case: Automatically analyze support calls and send results to your ticketing system.

Example 2: Sales qualification group

Use Case: Score sales calls and update CRM with qualification data.

Example 3: Compliance monitoring group

Use Case: Ensure regulatory compliance and maintain audit trail.

Example 4: Quality assurance group

Use Case: Manual review of call quality without webhook integration.

Managing insight groups

Editing a group

  1. Find the group in the list.
  2. Click the edit icon (pencil) on the right.
  3. Modify name, webhook URL, or insights.
  4. Click Save.
Note: Changes to the group will apply to all assistants using this group.

Copying a group ID

Each group has a unique ID for API access:
  1. Click the copy icon next to the group ID.
  2. The ID will be copied to your clipboard.
Example ID format: a2708926-c060-480a-8631-041cb7304117

Assigning groups to assistants

Via portal (during assistant creation)

When creating or editing an AI Assistant:
  1. Navigate to the Insights under Analysis tab.
  2. Select an Insight Group from the dropdown.
  3. Save the assistant configuration.
See the Voice Assistant Quickstart for detailed steps.

Via API

Use the insight_settings field when creating or updating an assistant:

Using insights from groups

In conversation history

View insight results in the conversation history:
  1. Navigate to AI Assistants > select an assistant.
  2. Go to the Conversation History under Analysis tab.
  3. Click on a conversation.
  4. Scroll to the Insights section to see results.

With memory API

Filter which insights are included when querying conversation memory:
Get insight IDs from your group:
  1. View the group details in the Portal.
  2. Copy the ID of each insight in the group.
  3. Include those IDs in the insight_query parameter.
Learn more in the Memory documentation.

Via webhooks

If you configured a webhook URL, results are automatically delivered:

Organization strategies

By use case

Group insights by business function:
  • “Sales Qualification”.
  • “Customer Support”.
  • “Compliance Monitoring”.
  • “Quality Assurance”.
Benefits:
  • Clear ownership by department.
  • Focused analytics per use case.
  • Easy to assign to specialized assistants.

By delivery destination

Group insights by webhook endpoint:
  • “CRM Integration Group” → https://crm.company.com/insights.
  • “Analytics Dashboard Group” → https://analytics.company.com/insights.
  • “Ticket System Group” → https://tickets.company.com/insights.
Benefits:
  • Simplified webhook management.
  • Targeted data delivery.
  • System-specific insight collections.

By analysis type

Group insights by the kind of analysis:
  • “Quantitative Metrics” (scores, ratings, counts).
  • “Categorical Classification” (types, statuses, priorities).
  • “Qualitative Analysis” (summaries, descriptions).
Benefits:
  • Consistent data structures.
  • Easier downstream processing.
  • Clear analytical purpose.

Hybrid approach

Combine strategies for complex scenarios:
  • “Sales - Quantitative” (lead scoring, budget ranges).
  • “Sales - Qualitative” (pain points, objections).
  • “Support - Urgent” (critical issues only).
  • “Support - Complete” (all support metrics).

Best practices

1. Start small

Begin with a focused group:
  • ✅ 2-4 related insights.
  • ❌ 15+ insights covering everything.
You can always add more insights later.

2. Test without webhooks first

When creating a new group:
  1. Leave webhook URL empty initially.
  2. Assign to a test assistant.
  3. Review results in the Portal.
  4. Add webhook once validated.

3. Use descriptive names

Make group purpose immediately clear:
  • ✅ “Healthcare Compliance Checks”.
  • ✅ “E-commerce Order Analysis”.
  • ❌ “Group 1”.
  • ❌ “Test”.

4. Document webhook endpoints

Maintain documentation of:
  • What each webhook URL expects.
  • Who owns the endpoint.
  • What system processes the insights.
  • How to troubleshoot delivery issues.

5. Version your groups

When making significant changes:
  1. Create a new group (e.g., “Support Analytics v2”).
  2. Test with a subset of assistants.
  3. Migrate fully once validated.
  4. Retire the old group.

6. Monitor insights count

Keep groups manageable:
  • 1-5 insights: Focused, fast analysis.
  • 5-10 insights: Comprehensive, still efficient.
  • 10+ insights: May be slower, consider splitting.

Troubleshooting

Insights not appearing

Check:
  • Is the group assigned to the assistant?
  • Did a conversation complete after assignment?
  • Are the individual insights configured correctly?

Webhook not receiving data

Check:
  • Is the webhook URL correct and accessible?
  • Is the endpoint returning 200 OK status?
  • Check webhook logs in your application.

Wrong insights in group

Solution:
  1. Edit the group.
  2. Remove incorrect insights.
  3. Add correct insights.
  4. Save changes.
Changes apply to future conversations immediately.

Next steps


Telnyx-managed insights

Source: https://developers.telnyx.com/docs/inference/ai-insights/telnyx-managed-insights.md

Overview

Telnyx provides a set of built-in insights that measure assistant quality out of the box — no prompt engineering or schema design required. These are called Telnyx-managed insights (also referred to as default insights in the API and Portal). Unlike custom insights that you define yourself, Telnyx-managed insights are maintained by Telnyx, have consistent scoring rubrics, and are available to every account. You just assign them to an assistant’s Insight Group and start getting results.

Available insights

Agent Instruction Following

Measures how well your assistant followed its system prompt and tool-use instructions during the conversation. When it matters: Any time you care about prompt adherence — complex assistants with many tool instructions, compliance-sensitive flows, or when debugging unexpected assistant behavior.

User Satisfaction

Estimates how satisfied the caller was with the conversation based on their responses, tone, and engagement signals. When it matters: Customer support, sales calls, any voice flow where caller experience directly impacts business outcomes. The set of Telnyx-managed insights may grow over time. Check the Insight Group configuration in the Portal for the current list.

Enabling Telnyx-managed insights

Step 1: Add to an Insight Group

  1. Navigate to AI Insights in the Portal.
  2. Go to the AI Insight Groups tab.
  3. Create a new group or edit an existing one.
  4. In the insights dropdown, search for Agent Instruction Following and User Satisfaction.
  5. Add both (or whichever you need) to the group.
  6. Save the group.
See Insight Groups for full group configuration details.

Step 2: Assign the group to your assistant

  1. Open your assistant in the Portal.
  2. Go to the Analysis tab → Insights sub-tab.
  3. Select the Insight Group you created above.
  4. Save the assistant.

Step 3: Have conversations

Insights run automatically after each conversation completes. Results appear in two places:
  • Per-conversation — in the Conversation History tab for each individual call.
  • Over time — in the Insights Over Time tab as aggregated daily charts.

Viewing results

Per conversation

  1. Open your assistant → Analysis tab → Conversation History sub-tab.
  2. Click any conversation.
  3. Scroll to the Insights section to see the scores for each insight in your group.
Each result includes the score (e.g. “Good”) and any additional detail the insight provides.

Over time (7-day trend)

The Insights Over Time sub-tab (third tab under Analysis) shows a stacked-bar chart of daily score counts for the last 7 days, scoped to the current assistant. What the chart shows:
  • One bar per day (UTC) for the last 7 days.
  • Each bar is segmented by score value, color-coded:
    • Poor — red
    • Fair — amber
    • Good — green
    • Excellent — blue
    • N/A — gray
  • Bars are stacked bottom-to-top with N/A pinned to the bottom and Poor through Excellent ascending, so the best results sit on top.
How to use it:
  1. Use the Insight dropdown to select which Telnyx-managed insight to view (only Telnyx-managed insights appear here — custom insights are excluded).
  2. Read the chart left to right to spot trends — is the “Excellent” segment growing or shrinking over the week?
  3. Check for sudden shifts on specific days, which often correlate with config changes or new assistant versions.

Comparing assistant versions

Toggle Compare by assistant version above the chart to split the data into separate charts — one per assistant version. This creates a small-multiples layout where each version gets its own labeled chart. Version comparison uses metadata.assistant_version_id to attribute conversations to versions. Conversations without a version ID are grouped as “Unknown version”. This is useful when:
  • You’ve published a new version and want to see if quality metrics improved or regressed.
  • You’re A/B testing different prompt configurations across versions.
  • You want to confirm a fix didn’t introduce new issues before promoting a version.

Tips for getting value from Telnyx-managed insights

Spotting regressions after a change

After updating your assistant’s prompt, tools, or voice settings, watch the over-time chart for the next few days. If the “Poor” or “Fair” segments grow while “Good” or “Excellent” shrink, the change may have hurt quality.

Correlating with volume

Taller bars mean more conversations. A spike in volume can amplify small score shifts — check the raw counts in the chart tooltip before drawing conclusions.

Understanding N/A rates

A large gray (N/A) segment means the insight frequently couldn’t be evaluated. For Agent Instruction Following, this may indicate conversations that were too short or didn’t trigger tool use. For User Satisfaction, it may mean the conversation lacked enough user signal (e.g., one-sided calls). If N/A rates are high, check whether your assistant is handling the conversation types you expect.

Using scores alongside conversation history

The over-time chart tells you when quality shifted. The conversation history tells you why. When you see a dip, switch to Conversation History, filter to that day, and review individual conversations to find the root cause.

Troubleshooting

Chart shows “No insight data recorded”

  • Confirm the Insight Group includes Agent Instruction Following or User Satisfaction.
  • Confirm the group is assigned to the assistant in the Analysis tab.
  • Confirm the assistant has had conversations in the last 7 days.
  • Confirm conversations completed successfully — insights run after the conversation ends.

Scores seem inconsistent

Telnyx-managed insights use AI evaluation, which considers the full conversation context. Scores can vary based on conversation length, topic complexity, and user behavior. Look at trends over multiple days rather than individual conversations.

Version comparison shows “Unknown version”

Conversations that occurred before version tracking was enabled (or that lack version metadata) are grouped as “Unknown version.” Ensure your assistant has published versions and that conversations are attributed correctly.

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