Documentation

Get your AI receptionist live in under 5 minutes.

1. Create your account

Sign up at callgenly.com/signup with your email. You will be prompted to create an organization and choose an industry template.

2. Choose a template

Templates pre-configure your AI agent with industry-specific prompts, greetings, and FAQ answers. Available for: medical offices, dental clinics, law firms, real estate, salons, restaurants, and auto shops. You can customize everything later.

3. Provision a phone number

Navigate to Numbers in the sidebar and click Buy Number. Search by area code, select a number, and it is instantly provisioned. Assign it to your AI agent to start receiving calls.

4. Configure your AI agent

Go to AI Studio > Configuration to customize your agent's name, persona, greeting message, and business hours. Add FAQ answers so the AI can handle common questions without transferring.

5. Test your first call

Call your new number from any phone. The AI will answer with your configured greeting, listen to the caller, and respond based on your prompts and knowledge base. View the call transcript and details in the Calls tab.

The Callgenly REST API gives you programmatic access to all platform features. All endpoints are prefixed with /api/v1/ and require authentication.

Authentication

All API requests require a Bearer token in the Authorization header and an organization ID in the X-Organization-Id header.

curl -X GET https://callgenly.com/api/v1/calls \
  -H "Authorization: Bearer YOUR_ACCESS_TOKEN" \
  -H "X-Organization-Id: YOUR_ORG_ID"

Interactive API Explorer

Explore all endpoints, schemas, and try live requests in our Swagger UI:

Open API Docs

Key endpoints

Provisioning a number

Navigate to Numbers in the sidebar. Click Buy Number, enter an area code to search, and select from available local numbers. Numbers are provisioned instantly through your telephony provider (Twilio or Telnyx).

Number formats

All phone numbers are stored in E.164 format: +1XXXXXXXXXX for US numbers. This ensures consistent formatting across all features including caller ID, call logs, and CRM sync.

Assigning an AI agent

Each phone number can be assigned to a specific AI agent. When a call comes in on that number, the assigned agent's persona, prompts, and voice settings are used. Go to Numbers and click the agent dropdown next to any number.

Call recording

Recording can be enabled per phone number. When enabled, the AI announces a consent disclaimer at the start of each call (required in two-party consent jurisdictions like California, Florida, and Illinois). Recordings are stored securely and accessible in the call detail view.

Number porting

To transfer an existing phone number to Callgenly, go to Numbers > Port a Number. Provide your current carrier, account number, and authorized name. Porting typically takes 2-4 weeks depending on the carrier.

Alternative providers

Callgenly supports multiple telephony providers. Install the Telnyx integration from the Integrations Marketplace to provision numbers through Telnyx at lower per-minute rates.

AI Studio

The AI Studio (AI Studio in the sidebar) is your central hub for configuring how your AI receptionist behaves. It has four tabs:

Configuration tab

Set your business name, AI agent persona, greeting message, and FAQ answers. Choose your AI provider (OpenAI, DeepSeek, or Grok) and adjust parameters like temperature and model. The system prompt defines your agent's personality and instructions.

Flows tab

Build conversation flows that guide the AI through multi-step interactions. Define nodes (greeting, question, action) and edges (conditions, intents) to create structured call handling workflows like appointment booking or call routing.

Knowledge tab

Upload documents (PDFs, text files) that the AI uses as context when answering questions. The knowledge base is searched during every call to provide accurate, business-specific answers. Documents are chunked and indexed for fast retrieval.

Training tab

A/B test different prompt versions to optimize your AI's performance. Create prompt variants, allocate traffic percentages, and compare metrics (sentiment, duration, resolution rate) to find the best-performing configuration.

Agents & Segments

Create multiple AI agents with different personas for different departments or purposes. Use Segments to route callers to specific agents based on detected intent keywords. For example, route "appointment" callers to your scheduling agent and "billing" callers to your billing agent.

Supported providers

Callgenly integrates with three calendar providers:

• Google Calendar — OAuth 2.0, full read/write access
• Apple Calendar — CalDAV protocol with app-specific password
• Microsoft Outlook — Microsoft Graph API (coming soon)

Connecting Google Calendar

Go to Calendar in the sidebar and click Connect Google Calendar. Sign in to your Google account and grant Callgenly permission to read and create events. Your calendar is now synced — the AI can check availability and book appointments during calls.

Connecting Apple Calendar

Click Connect Apple Calendar on the Calendar page. Enter your Apple ID email and an app-specific password(generate one at appleid.apple.com). Do not use your regular Apple ID password.

How appointment booking works

When a caller requests an appointment, the AI checks your connected calendar for available slots, suggests times to the caller, and creates the event once confirmed. The appointment appears in the Calendar tab and your connected calendar app.

Subscription plans

Usage-based billing

Each plan includes a set number of call minutes and phone numbers. Usage beyond your plan limits is billed as addons at per-unit rates. The Billing page shows real-time usage meters with percentage indicators.

Managing your subscription

Go to Billing to view your current plan, usage metrics, and invoice history. Upgrade or downgrade at any time — changes take effect at the next billing cycle. Payment processing is handled securely through Stripe.

Setting up webhooks

Go to Integrations and install the Webhooks integration. Enter the URL where you want to receive event payloads. Callgenly will POST JSON events to your endpoint for every call and appointment.

Event types

Payload example

{
  "event": "call.completed",
  "data": {
    "call_sid": "CA123...",
    "from": "+15551234567",
    "to": "+15559876543",
    "duration_seconds": 120,
    "intent": "appointment",
    "sentiment": "positive",
    "outcome": "completed",
    "summary": "Caller booked a dental cleaning for Tuesday at 2pm."
  },
  "timestamp": "2026-03-29T14:30:00Z"
}

Zapier integration

For a no-code approach, install the Zapier integration from the Integrations Marketplace. Connect Callgenly to 5,000+ apps using Zapier's webhook triggers. Create Zaps that trigger on new calls, appointments, or messages.

CRM integrations

Callgenly also offers direct integrations with HubSpot, Salesforce, and Zoho CRM. These automatically sync call data, create contacts, and log activities in your CRM. Install them from the Integrations Marketplace.

Multi-tenant isolation

Every database query is scoped to the authenticated organization. Data is isolated at the application layer with foreign key constraints enforcing tenant boundaries. No organization can access another's calls, transcripts, or configurations.

Encryption

All data is encrypted in transit (TLS 1.2+) and at rest (AES-256-GCM). Sensitive credentials (API keys, OAuth tokens) are encrypted with application-level encryption before database storage. Encryption keys are rotatable without data migration.

Call recording consent

When recording is enabled, the AI automatically announces a consent disclosure at the start of each call. For jurisdictions requiring two-party consent (California, Connecticut, Florida, Illinois, Maryland, Massachusetts, Michigan, Montana, New Hampshire, Nevada, Pennsylvania, Washington), the announcement plays before recording begins.

Authentication

User authentication uses JWT tokens with short-lived access tokens (15 minutes) and refresh tokens stored in httpOnly cookies. Password reset tokens expire after 1 hour. Google SSO is available for passwordless login.

Compliance frameworks

• HIPAA — Designed for healthcare providers handling protected health information (PHI). Call recordings and transcripts are stored with access controls and audit logging.
• GDPR — Data subject rights supported including export and deletion. Processing based on legitimate interest with consent for recording.
• SOC 2 — Infrastructure designed around Trust Service Criteria for security, availability, and confidentiality.

Data retention

Call records, transcripts, and recordings are retained based on your organization's compliance settings (configurable in Settings > Compliance). Default retention is 90 days for recordings and indefinite for call metadata. Billing data is never deleted (regulatory requirement).