If you would like to utilize an AI Agent with your Genius Phone Numbers or Contact Center, you have a few options of different AI Agent integrations available within Genius.

Retell AI is a leading provider in the AI Agent space and provides a one-stop shop for your AI Agent needs. We can integrate to Retell AI utilizing standard SIP Integrations.

For a simple Inbound AI Agent, you will need:

• At least 1 AVOXI phone number
• A Retell AI account
• A Retell AI Agent set up

If you would like an Outbound AI Agent, you will need:

• At least 1 AVOXI phone number set up in Genius
• A Retell AI Account
• A Retell AI Agent set up
• A SIP Trunk in Genius

How to set up an Inbound AI Agent:

1. Login to https://retellai.com 
2. Go to Phone Numbers

3. Click the + icon at the top of the page and select "Connect to your number via SIP trunking
   1. Choose a Unique Name - don't use any spaces. This will be our unique identifier in Genius to refer to this Number/Agent in Retell
   2. For the Termination URI you can enter anything here such as “AIAgent”
   3. Give this Number a nickname. Since generally in Retell you will tie an Agent to this Number make sure to name it something useful here such as “AI Receptionist”
   4. At the bottom of this window, choose TCP as Outbound Transport (note: you will need to match this in Genius). You may want to adjust this later based on your options available in Genius if you desire TLS here.
   5. Save this Number

4. Update your new Number's configuration and tie your Agent to this Number
   1. There are separate options for Inbound v. Outbound Call Agent
   2. Note: If you're setting up without a SIP Trunk, there will not be a way for the Agent to make outbound calls.

5. Login to https://genius.avoxi.com 
6. Go to SIP (note: you must be an administrator for permissions to set up SIP URIs/Trunks)
7. On the SIP URIs page, set up a new SIP URI
   1. Give the name of the SIP URI something meaningful such as “Retell Receptionist Agent”
   2. SIP Connection should be “Custom SIP”
   3. Protocol should be TLS if available, otherwise you can choose TCP (we will need to match this configuration in Retell - see Step 3 above and go back to Retell to adjust your configuration if you choose anything that is not TCP).
      1.  
   4. For the SIP dropdown, add a new entry to match the Retell Phone Number (in the above example I used AVOXITestPhoneNumber)
   5. After the @ use “5t4n6j0wnrl.sip.livekit.cloud” for the SIP server to connect to the Retell server, and the port will vary on if you've used TLS or TCP:
      1. If TLS - use Port 5061
      2. If TCP - use Port 5060

8. Once you've done the above we're ready to test out your AI Agent. You have the following options:
   1. Update one of your Flows that your Numbers are using to add a SIP URI widget and direct it to the new SIP URI you've just created
      1. If you'd like to test this without impacting your other calls, you can call the extension shown on the Flow Builder screen which should test routing the call to the AI Agent.
   2. Update one of your Number's Forwarding Rules and direct it to the new SIP URI you've just created

How to set up an Outbound AI Agent:

1. Login to Genius and make sure you have at least 1 phone number set up in Genius (go to the Numbers page and make sure there is at least 1 number there, if not then you can purchase one )
2. Go to the SIP page → Trunks and click Add SIP Trunk
   1. Give your SIP Trunk a name - something like “Receptionist Agent” will be helpful if you set up multiple Agents
   2. Give your SIP Trunk a unique subdomain (e.g. retellreceptionistagent)
   3. SIP Connection = Custom SIP
   4. Protocol = TCP/UDP (unless you have TLS available, then use TLS)
   5. Caller ID Format = Original CID
   6. Authentication Type = Basic
      1. Pick a username and secure password here, you'll need to enter this into Retell later
   7. Purchase the SIP Trunk

3. Once the SIP Trunk has been purchased navigate to the SIP Trunk and go to the Setup Instructions page
   1. Copy the DNS Host Name here - this will be needed in Retell later when we're setting up the Phone Number

4. Login to https://retellai.com 
5. Go to Phone Numbers

6. Click the + icon at the top of the page and select "Connect to your number via SIP trunking
   1. Enter your phone number here, e.g. +12223334444
   2. For the Termination URI use the DNS Host Name you specified above
   3. Enter the SIP Trunk User Name and SIP Trunk password you specified during SIP Trunk setup
   4. Give this Number a nickname. Since generally in Retell you will tie an Agent to this Number make sure to name it something useful here such as “AI Receptionist”
   5. At the bottom of this window, choose TCP as Outbound Transport (note: you will need to match this in Genius). You may want to adjust this later based on your options available in Genius if you desire TLS here.
   6. Save this Number

7. Update your new Number's configuration and tie your Agent to this Number
   1. There are separate options for Inbound v. Outbound Call Agent

8. Login to https://genius.avoxi.com 
9. Go to SIP (note: you must be an administrator for permissions to set up SIP URIs/Trunks)
10. On the SIP URIs page, set up a new SIP URI
    1. Give the name of the SIP URI something meaningful such as “Retell Receptionist Agent”
    2. SIP Connection should be “Custom SIP”
    3. Protocol should be TCP if available, you can also choose TLS if you desire (we will need to match this configuration in Retell - see Step 3 above and go back to Retell to adjust your configuration if you choose anything that is not TCP).
    4. For the SIP dropdown leave this as {+E.164}
    5. After the @ use “5t4n6j0wnrl.sip.livekit.cloud” for the SIP server to connect to the Retell server, and the port will vary on if you've used TLS or TCP:
       1. If TLS - use Port 5061
       2. If TCP - use Port 5060

11. Once you've done the above we're ready to test out your AI Agent. You have the following options:
    1. Update one of your Flows that your Numbers are using to add a SIP URI widget and direct it to the new SIP URI you've just created
       1. If you'd like to test this without impacting your other calls, you can call the extension shown on the Flow Builder screen which should test routing the call to the AI Agent.
    2. Update one of your Number's Forwarding Rules and direct it to the new SIP URI you've just created
    3. Go to your AI Agent in Retell and run a Test call