Connecting an AI operator to your phone line and CRM: a pre-integration checklist
Sado AI team · · 4 min read
In short
Before connecting an AI operator to your phone number and CRM, prepare four things: SIP details from your provider, CRM decisions (pipeline, stage, owner, fields, task rules), company facts for the operator, and where results go (the CRM, a Telegram group, the portal). Before launch, make test calls in Uzbek and Russian: a price question, an unknown question, a transfer to staff and a check of the CRM card. With Sado, the team does the connection and setup; no developer needed.
Who prepares what
| Item | From you | From the Sado team |
|---|---|---|
| Phone number | Get the SIP login, password and server address from your provider | Connect and test the line |
| CRM | Which system, admin permission to connect, pipeline decisions | Bitrix24 via the ready integration; amoCRM and others together with you |
| Operator | Prices, addresses, hours, frequent questions | Set up the script, questions and rules |
| Testing | Call from your own phone and listen | Fix wording and rules |
No code to write. Details on connecting the number: connecting an AI operator to your own number.
Telephony and CRM checklist
- Provider and number: which company (for example Sarkor or UTeL), city or mobile.
- How many calls come in at once, and whether the provider gives you enough channels.
- Which calls the operator answers: all of them day and night, or only after hours.
- When to transfer to staff, and those staff members’ phone numbers.
- Which pipeline and stage new leads land in, and who owns them.
- Which question goes into which field: CRM fields filled from calls.
- When a task is created for staff: tasks after calls.
- At which stage the operator calls the customer itself: calls triggered by a CRM stage.
Operator and results checklist
- Company facts: services and prices, address and landmark, hours, delivery terms.
- The 15–20 questions customers ask most, with answers.
- Voice: Malika (female) or Shohruh (male); the greeting and the operator’s name.
- How your company and product names are pronounced.
- Whether to say at the start that the call is recorded.
- The Telegram group where call cards arrive, and who’s in it.
- Hours and a daily limit for outgoing calls; for other systems, the webhook and REST API.
Seven tests before launch
- Call and ask a simple question in Uzbek.
- Call in Russian: the operator should answer in Russian.
- Ask for a price: does the answer match your price list?
- Ask something not in the facts: the operator should say a manager will call back and create a task.
- Say “I want to talk to a person”: is the call transferred by your rule?
- Open the CRM: was a lead or deal created, are the fields right, are the recording and text there? Did a card arrive in the Telegram group?
- Run an outgoing call to your own number: does the company number show, was the result recorded?
After each test, look at the recording, text and summary in the portal’s Calls section. If something’s wrong, tell our team: we fix it and you repeat the test.
The first week
At first you can give the operator only evening and weekend calls, then widen it. Read a few transcripts every day. Ask the portal’s assistant, Yordamchi, “Which questions couldn’t the operator answer?” and add those answers to the facts. If the voice mispronounces your company or product name, you write the right pronunciation in the Talaffuz (pronunciation) line of the operator settings.
More on the integrations: Bitrix24 AI calling, amoCRM AI calls and AI operator for incoming calls. Hear the operator yourself: try it live or call 78 778 01 23.
Questions
Do we need a developer to connect it?
No. The Sado team does the connection and setup. We need your provider’s SIP details, your CRM decisions and your company facts.
Do we need a CRM administrator?
Usually yes: a staff member with admin rights in the CRM gives permission to connect. Make sure they can be reached while we connect it.
What if my number doesn’t work over SIP?
You can ask your provider to open the number as IP telephony. If not, a new number is connected and you give customers that one.
Can we change the rules after the integration?
Yes. You update fields, stages, task and transfer rules with our team. After a change, run the test calls again.