AI phone agent roles
An AI phone agent for every call you make or take
Six ready-made roles — from an AI receptionist to an outbound appointment setter. Each starts with goals, a greeting and the right tools, runs on the same MCPDial runtime, and is yours to edit.
The roles
Pick a role, then make it yours
Each page shows what the role does, a sample call, the tools it ships with and the rules it follows.
Inbound
AI receptionist
Answers every call, books, routes and takes messages — 24/7.
Learn moreOutbound
AI sales caller
Calls warm leads within minutes, qualifies and books the meeting.
Learn moreInbound & outbound
AI appointment setter
Books, confirms and rebooks appointments — and cuts no-shows.
Learn moreOutbound
AI event & marketing caller
Invites, confirms RSVPs and fills your events.
Learn moreOutbound
AI follow-up & survey caller
Checks in after a sale or visit and captures structured answers.
Learn moreInbound
AI support triage
Understands the problem, opens the ticket, routes the urgent ones.
Learn moreAt a glance
What each role ships with
Straight from the templates. Any role can get any tool — including your own through MCP — these are just the defaults.
| Role | Answers inbound calls | Places outbound calls | Books into your calendar | Transfers to a person | Sends SMS | Sends email | Updates the contact |
|---|---|---|---|---|---|---|---|
| Receptionist | Yes | No | Yes | Yes | Yes | No | Yes |
| Sales caller | No | Yes | Yes | No | No | Yes | Yes |
| Appointment setter | Yes | Yes | Yes | No | Yes | No | No |
| Event & marketing caller | No | Yes | No | No | Yes | Yes | Yes |
| Follow-up & survey caller | No | Yes | No | No | No | Yes | Yes |
| Support triage | Yes | No | No | Yes | No | Yes | Yes |
Inbound & outbound
Answer the phone, or pick it up and call
Inbound roles answer your number. Outbound roles call your contacts — only those with a lawful basis, checked before every dial.
inbound
Inbound roles
Pick up on the first ring, answer from your knowledge, book, route and take messages.
outbound
Outbound roles
Call leads, confirm appointments, invite to events and follow up — consent, do-not-call and calling hours enforced by the runtime.
Per-country outbound rules are on the AI calling compliance page.
Every role
Different jobs. Same guarantees.
What a role changes is the goals and the tools. What stays the same is how every call is run, billed and kept.
01
AI disclosure first
03
Processed in-region
04
One all-in rate
FAQ
Questions about AI phone agent roles
What is a role?
Can one company run several roles?
Which roles can make outbound calls?
Does every role disclose that it is an AI?
How much does an AI phone agent cost?
Pick a role and talk to it in a minute.
Build from a template, test it free in your browser, then give it a number. Pay per connected minute — no seats, no setup fee.