header-logo
Getting started with WixLearn how to build your website and business using Wix.
Creating a websiteDesign and manage your site with smart functionalities.
Account & billingManage subscriptions, plans and invoices.
Using the Wix mobile appsRun your business and connect with members.
Connecting a domainLearn to purchase, connect or transfer a domain to your site.
Managing your businessGet tools to grow your business and web presence.
Promoting your siteBoost your visibility with SEO and marketing tools.
Studio, Partners & EnterpriseGet advanced features to help you work more efficiently.
Need more help?Find solutions, learn about known issues or contact us.
placeholder-preview-image
Wix LearnImprove your skills with our courses and tutorials.
Wix BlogGet tips for web design, marketing and more.
SEO Learning HubLearn to increase organic site traffic from search engines.
Website developmentBuild a custom site using our full-stack platform.
Hire a ProfessionalGet matched with a specialist to help you reach your goals.
placeholder-preview-image
In this article
  • Viewing your key stats
  • Reviewing your call history
  • Checking your SMS usage
  • Managing your settings
  • FAQs
  1. Home
  2. Creating a website
  3. AI tools
  4. Using AI agents
  5. AI Phone Agent
  6. AI Phone Agent: Managing the Phone Agent

AI Phone Agent: Managing the Phone Agent

4 min
In this article
  • Viewing your key stats
  • Reviewing your call history
  • Checking your SMS usage
  • Managing your settings
  • FAQs
Important:
The Phone Agent is currently only available in English to Wix users in the US. We're working on expanding access.
Manage your Phone Agent from the dashboard. You can track call activity, review call summaries, manage follow-up, and update settings such as your agent’s personality, knowledge, alerts, and connected phone number.

Viewing your key stats

The Key stats section shows how your Phone Agent is performing over time. You can use it to track call volume, total call time, and how many calls were resolved.
The Key stats section showing calls handled, minutes on calls, and calls resolved over the last 30 days

To view your key stats:

  1. Go to Phone Agent in your site's dashboard.
  2. Click the date range dropdown at the top.
  3. Select the relevant time period.

The following stats are available:
  • Calls handled: The total number of calls your Phone Agent received.
  • Minutes on calls: The total length of calls managed by your Phone Agent.
  • Calls resolved: The number of calls marked Resolved.

Reviewing your call history

The Call history section shows every call handled by your Phone Agent. You can review a summary, check the caller’s sentiment, and update the call status.
The call history table showing caller names, summaries, sentiment labels, and call statuses

To review your call history:

  1. Go to Phone Agent in your site's dashboard.
  2. Scroll down to Call history.
  3. Review the details for the relevant call:
    • Summary: See what the caller needed and how your Phone Agent responded.
    • Action: See whether the call triggered an SMS or Alert.
    • Sentiment: See whether the caller's tone was Positive, Neutral, or Negative.
  4. Click the Status dropdown next to the call and choose an option:
    • Resolved: The call was handled and no more action is needed.
    • Follow-up needed: The caller needs follow-up from you.
  5. (Optional) Click the More Actions icon  next to the relevant call and choose what you want to do:
    • Call details: View more information about the call, including the caller's name, date and time, summary, sentiment, duration, whether an SMS or alert was sent, the call status, and the transcript.
    • View contact: Open the caller’s contact card to view their details, including their name and phone number.
    • Send message: Open the caller’s Inbox tab so you can continue the conversation in Wix Inbox. To send a message, make sure the contact has a valid email address or phone number and that you’ve connected a channel.
Tip:
Use Filter to view calls by date, status, sentiment, or notification type. You can also use Search to find a caller by name.

Checking your SMS usage

The SMS usage section shows how many SMS messages your Phone Agent has left for the current month. These messages are used when it sends callers links after a call.
The SMS usage panel showing messages remaining and a monthly renewal note

To check your SMS usage:

  1. Go to Phone Agent in your site's dashboard.
  2. Review the SMS usage section.
  3. (Optional) Click Upgrade to increase your monthly quota.
    Note: Your messaging quota renews on the 1st of each month.

Managing your settings

Click Settings at the top of the Phone Agent dashboard to customize how it works. From there, you can update the agent’s voice and tone, the information it uses, when it alerts you, and how it handles calls.
The Phone Agent dashboard with the Settings button highlighted

To manage your Phone Agent settings:

  1. Go to Phone Agent in your site's dashboard.
  2. Click Settings.
  3. Choose the relevant tab:
    • Voice and Tone: Update the agent name, business name, voice, tone, and greeting.
    • Actions: Enable or disable the Send SMS links toggle to let your Phone Agent text callers links after a call.
    • Knowledge: Refresh your published site content manually or add extra details under Additional knowledge, such as policies, pricing, or special instructions
    • Alerts: Update the topics that should trigger an alert and choose whether to receive alerts by email, push notifications, or both
    • Phone number: View your connected virtual number or set up call forwarding from your existing business number.
  4. Click Save.

FAQs

Click a question below to learn more about managing your Phone Agent.

Did this help?

|
Hire a ProfessionalGet matched with a Wix Partner who can help you reach your site goals.
Start Now

Helpmate

Hello

Need a bit more guidance?
Summary of this article
Unlock personalized helpLog in to get the most out of Helpmate.