Turnkey Blueprint/Customer Support
Nutshell Small Business Phone Receptionist template
Capture customer inquiries and create new lead records in Nutshell CRM automatically.
In short
This template outlines a Nutshell Small Business Phone Receptionist agent. Capture customer inquiries and create new lead records in Nutshell CRM automatically. 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.
- Nutshell Small Business Phone Receptionist
- IntelDialix
- Agent template
- Customer Support
- Twilio
- SIP
- Webhooks
How it works
Four steps from this template to a live phone line.
- 01
Create the agent
Start a new agent and paste in the instructions below. Pick a voice that suits your callers.
Agent editor
- 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
- 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
- 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
{
"name": "Nutshell Small Business Phone Receptionist",
"category": "Customer Support",
"instructions": [
"Goal: Capture customer inquiries and create new lead records in Nutshell CRM automatically.",
"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
Related pages
- integrationNutshell Voice AI IntegrationAutomate sales lead outreach and sync qualified prospect details directly into Nutshell CRM.
- templateFront Shared Inbox Voice Summarizer BotPost audio recordings and 3-bullet summaries into Front shared inboxes for support teams.
- templateCapsule CRM Contact History Voice LoggerLog clean, timestamped call history notes into Capsule CRM contact records.
- templateZapier + HubSpot Inbound ReceptionistConnect phone reception directly to HubSpot deals and contacts via Zapier automation triggers.
- templateZendesk Ticket Escalation Phone AgentIntelligent phone agent triaging urgent tickets, logging call transcripts, and alerting managers.
- templateFreshdesk Voice Ticket Auto-Resolution BotAutomatically resolve routine support calls and update Freshdesk tickets with call summaries.
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.