What You Can Do
- Inbound routing — a Studio flow answers the call and transfers it to Simple AI’s SIP endpoint.
- Outbound campaigns — the Talkdesk dialer handles pacing and compliance, and transfers connected calls to Simple AI.
- Direct outbound — Simple AI places calls through the trunk with your existing caller ID.
- Live agent escalation — Simple AI transfers back to a Talkdesk ring group, skill, or agent.
- Context on transfer — call metadata rides along in
X-prefixed SIP headers for screen pop and CRM lookup.
How It Connects
- Talkdesk receives the call and runs your Studio flow.
- A transfer step sends the call to Simple AI over the SIP trunk.
- Simple AI runs the conversation and transfers back when escalation is needed.
- Talkdesk routes the returned call to an agent with the transferred context.
Setup
- Set up a Talkdesk BYOC SIP trunk pointing at Simple AI’s SIP endpoint, and allowlist our signaling and media IPs.
- Give your account team the Talkdesk trunk endpoint, auth details, and the numbers involved in E.164 format.
- Add the handoff step to the Studio flows that should use the AI, and a return destination for escalation.
- Test inbound, outbound, and escalation, verifying caller ID, audio, DTMF, and agent-side context.