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Turnkey Blueprint/Customer Support

Intercom Omnichannel Phone Sync Agent template

Sync voice call transcripts and audio links directly onto active Intercom user timelines.

In short

This template outlines a Intercom Omnichannel Phone Sync Agent agent. Sync voice call transcripts and audio links directly onto active Intercom user timelines. It includes starter instructions, the tools the agent needs and how results flow back to your systems. Copy it into a new IntelDialix agent, connect a phone number and test it from your browser before going live.

  • Intercom Omnichannel Phone Sync Agent
  • IntelDialix
  • Agent template
  • Customer Support
  • Twilio
  • SIP
  • Webhooks

How it works

Four steps from this template to a live phone line.

  1. 01

    Create the agent

    Start a new agent and paste in the instructions below. Pick a voice that suits your callers.

    Agent editor

  2. 02

    Add its tools

    Connect the HTTP tools the template lists so the agent can read and update your systems during calls.

    Custom HTTP tools

  3. 03

    Test from your browser

    Run test calls, read the transcripts and adjust the instructions until the agent handles your common cases.

    Browser test call

  4. 04

    Go live

    Assign a Twilio or SIP number or add the agent to a campaign, and point a webhook at the system that should receive results.

    Phone number · webhook

At a glance

Key figures

Voice engines
ElevenLabs · Vapi · Gemini
Choose the engine per agent and compare them on real calls.
Telephony
Twilio & SIP
Use numbers you already have, for inbound and outbound calls.
Call events
Signed webhooks
HMAC-SHA256 signature on every delivery, retried on failure.
Starter plan
$14 / month
One agent, one number and 100 calls a month.

Example

intercom-omnichannel-phone-sync.outline.json
{
  "name": "Intercom Omnichannel Phone Sync Agent",
  "category": "Customer Support",
  "instructions": [
    "Goal: Sync voice call transcripts and audio links directly onto active Intercom user timelines.",
    "Introduce yourself and the business in the first sentence.",
    "Ask one question at a time and confirm details back to the caller.",
    "Only state facts from the knowledge base or tool results.",
    "Offer a transfer to a person when you cannot help."
  ],
  "tools": [
    "lookup (HTTP GET to your system)",
    "update (HTTP POST to your system)",
    "transfer_call"
  ],
  "webhook_events": [
    "call.completed",
    "call.failed"
  ]
}

A reference outline of the agent, not an import file. Use it to fill in the agent editor.

FAQ

Frequently asked questions

Can I change the instructions and tools?

Yes. The template is a starting point: you edit the instructions, knowledge base and tools in the agent editor like any other agent.

Are calls recorded and transcribed?

Each call has a recording, a transcript and post-call analysis in call history. You choose how long recordings are kept and can play a recording disclosure at the start of calls.

Do I need to write code?

Not for the agent. You only need endpoints if you want the agent to read or update your own systems during calls, or to receive results by webhook.

Keep exploring

Put an agent on the phone today.

Create a free account to explore the dashboard. Plans start at $14 a month for one agent and 100 calls.