AI Personal Assistant Not Capturing Phone Number when Passing Message Windows/Mobile Client

[robinsonconsulting]

Version: Version 20.0 Update 9 (Build 995 Release - AI 1.4.48)

Using AI as Secretary/PA in Boss-Secretary Mode
Call Screening is set to "send screening message via chat"

Message are sent correctly however the caller ID from the call is not passed through. The only time it comes through is if the caller provides the telephone number.
I tried to modify prompt with,

--
Before answering, review the incoming connection data. Your active caller's phone number is provided by the system metadata. If you need to confirm their identity or log a callback, reference the active phone number.
- Do not ask for their phone number if it is already visible to you in the system metadata; instead, confirm it with them (e.g., 'I see you are calling from [Number], is that the best callback number?')."
-----------------

However that has not worked. Any thoghts?

 

[KyriacosS_3CX]

Hello,

Update 10 is bringing many improvements to the AI agents, and one element is a notification template that includes the caller's number as a required field.

 

[robinsonconsulting]

Can't wait.

 

[Matt Cain]

Did %%CALLER%% - %%CALLERNAME%% make it into the Call transcript created by AI Agent email templates yet? Still can't find them and we are on update 10

We need our CRM lookup information to be part of the AI Agent email to process back to our CRM correctly - just like the regular voicemail emails