What You Can Do
- Inbound routing — a Zoom flow answers the call, runs your IVR logic, then transfers it to Simple AI’s SIP endpoint.
- Outbound campaigns — your 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 Zoom queue, flow, or agent.
- Context on transfer — call metadata rides along in
X-prefixed SIP headers for screen pop and CRM lookup.
How It Connects
- Zoom receives the call and runs your contact center 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.
- Zoom queues the returned call and delivers it to an agent with the transferred context.
Setup
- Configure SIP connectivity from Zoom to Simple AI’s SIP endpoint, and allowlist our signaling and media IPs.
- Give your account team the Zoom endpoint, auth details, and the numbers involved in E.164 format.
- Add the handoff to the 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.