AI calls — an AI assistant that phones your enquiries

In MJX CRM, AI calls let an AI assistant telephone an enquiry (a lead, for a business) on your own telephone account. It holds a short conversation, answers questions from your knowledge base, books the visit, demo class or call-back, and keeps every call word for word on the lead.

Only the Owner or an Admin can open and change this page. Other staff see the Call with AI button on a lead.

#What does the AI caller do on a call?

1. It opens: "Hello, (first name). I am an AI assistant calling from (your name). You enquired about (course or class). Is this a good time to talk for two minutes? Please say yes, or press 1."
2. It talks with the person — in A conversation mode, or by asking Your fixed questions (see below).
3. It offers the next step: a visit, a demo class, or a call from a counsellor.
4. If the person gives a clear day and time, and booking is allowed, it books the meeting and says "Booked for …". Otherwise it leaves a task for the lead's owner.
5. It thanks the person and ends the call.

On a follow-up call it carries on: "…calling back as you asked. Last time we spoke about (course)." If a visit is already booked, it confirms the visit instead.

#Before you start: what you need

• MJX CRM Pro.
• A telephone account — Plivo, Twilio, Exotel or Another provider (a voice bot) — connected once in Apps › MJX CRM › CRM settings › Telephony. See Calls and telephony.
• MJX's voice engine on the server. If it is missing, the page says "The AI caller is not available on this server." — you can fill in everything, but it cannot be switched on until MJX installs it.
• Knowledge base pages (fees, timings, how to join) so the assistant can answer questions.

#Steps to set up AI calls

1. Connect calling once in Apps › MJX CRM › CRM settings › Telephony: pick your provider, fill in its fields, press Save connection and Test connection. Already use Plivo for click to call? It is the same connection — nothing more to do.
2. Open Apps › MJX CRM › AI calls. The top card shows "Calling is connected on +91…" with Change in Telephony →. If it says Connect calling first, press Open Telephony.

1. Under The call, tick Switch AI calls on. Choose English or Hindi and The assistant's voice — press ▶ Listen to hear how it sounds on a phone line.
2. Under How the assistant talks, choose A conversation (recommended) or Your fixed questions.
3. Under The last question: the next step, choose what it offers: a visit, a demo class, or a call from a counsellor. Tick The assistant may book it itself if it may book on its own.
4. In Things the assistant may say, type one fact per line, for example "Classes run 4 pm to 8 pm, Monday to Saturday."
5. Press Save.

The connection is saved once for your organisation, in Telephony. Click to call uses it too, and so do MJX Hire's AI calls if you have MJX Hire Pro. The AI calls page shows it but does not ask for it.

#Conversation or fixed questions?

For fixed questions, each question has a Short name (what your team sees), The sentence the assistant says, an optional Hindi sentence, and the kind of answer: anything they say, yes or no, a number, a date, or one of a list (two to eight choices). A clear answer can also be written to a lead field ("Interested in" or one of your custom fields of the same kind).

The suggested questions depend on your kind of organisation — for a school: class, the child's name and age, and when to start; for a coaching centre: course or exam, class or year, and when to start.

#How a call changes the lead (conversation mode)

A status a person set by hand is never moved by the AI.

#What is saved after each call?

• The call in Recent AI calls on the AI calls page, with its status: Queued, Calling, Done, No answer, Call later, Wants a person, Not interested, Could not call or Cancelled.
• A note on the lead's timeline with a summary and the whole transcript.
• An entry in the CRM Calls log.
• The booked meeting, or a task for the lead's owner with the person's own words.

#How to call one lead or many

• One lead: open the lead and press Call with AI.
• Many leads: tick them on the Enquiries list (Leads for a business) and press 📞 Call them with AI — up to 100 at a time.

Calls go out one at a time. Outside 9:00–20:00 India time they wait for the window. A waiting call can be cancelled with Cancel. A lead is skipped, with the reason, when:

#Follow-up calls

With Call the lead after each follow-up message that gets no reply ticked, the assistant also calls a lead a few hours after each WhatsApp follow-up message (from Follow-up messages) that got no reply.

See Follow-ups and sequences.

#Limits and costs

Nothing a person says is sent to an outside speech company — the listening and speaking happen on MJX's server.

#Who can use it?

#Tips

• Keep Things the assistant may say short and factual. The assistant says "our team will tell you" for anything not there.
• Turn on booking only after your Meetings slots are set up, so it books real times.
• Read a few transcripts in the first week and add the facts people ask about.
• Tag leads "do not call" when a person asks you not to phone them.

#Questions people ask