Step 01

Start with what your caller needs.

Explain who calls, what they need and when a person should take over. The Builder drafts the instructions and connects the tools, with a team diagram showing the call paths and handovers. It proposes changes for you to approve.

In the docsMeet the BuilderDescribe what you want

Step 02

Give the agent your business’s information.

Connect your website and documents so the agent can look up opening hours, services and policies. Set a clear next step for questions it cannot answer. For bookings or other actions, connect the supported tools and approve what the agent may do.

In the docsWebsite knowledgeKnowledge bases

Step 03

Rehearse the calls before callers rely on you.

Try a call yourself, then ask the Builder for simulated callers. Review the proposed scenarios, choose which to run and listen as they call your draft. The scenarios draw on its goals and common difficulties, including vague requests, missing information and callers who ask for a person.

Each judged call has a pass, partial or fail result, with evidence against the goals. Review what was missed, approve the Builder’s proposed fixes and run the same callers again. After a change to the goals or tools, you can update the callers too.

Simulated calls are optional, with both sides charged as normal usage. Scenarios that could make a real booking, send a message or dial out start unticked with a warning for you to review.

In the docsTry a call yourselfSimulated callers

A browser try lets you speak to the agent yourself. Open its Simulation tab to review and run simulated callers.

Step 04

A real phone number, live only when you choose.

No phone number is needed to rehearse the draft. When you are ready, add a number in the dashboard or bring your own, then press Go live. The confirmation shows whether simulated callers ran on this draft or an earlier one. The results inform your decision; they do not block publication.

Keep changes in draft while the published version takes calls. Check any number you deliberately connect while drafting: it can answer that draft immediately. Saved versions can be restored as a draft to review, test and publish again.

In the docsConnect a phone numberDrafts, versions & going live

Step 05

Keep improving from real calls.

Review the recording, transcript and action log to see what the caller needed and what actually happened. If a call did not go as expected, Fix with AI sends the evidence to the Builder. It diagnoses the issue and proposes a change for you to approve, test and publish.

In the docsInspecting a callTroubleshoot a call with AI

Step 06

Prepaid calling, with costs shown upfront.

Calling comes out of one prepaid balance and is charged in small increments. Before payment, you see the credit, VAT and total. If the balance reaches zero, calls pause; your agents, numbers and history remain available, and you cannot owe us money.

In the docsCredit & top-upsPricing

Care in practice

Help the caller reach a useful outcome.

Whether you build for your own business or help a customer, review the same things: answers from the right information, actions carried out and a clear route to a person when the agent cannot help.

Help callers get the task done.

With a supported account connected, your agent can book an appointment, look up a contact or send a confirmation during the call. You choose which actions the team may take.

Bring in a person with context.

A warm handover briefs your colleague before connecting the caller. Agree what happens if nobody can take the call, such as taking a message or arranging a callback.

Keep a failure as a test.

When the Builder diagnoses a failed call, it can propose a simulated caller that reproduces the problem. Review and save it, then include it in future runs to check the same situation again.

Review the evidence together.

Use the transcript and action log to check what the caller asked, what the agent said and what the connected systems did. If you are building for a customer, review the results with them before agreeing the next change.

Care for the person calling

The Builder gives your agent instructions to identify itself as AI, admit when it cannot help and offer a path to a person.

Agree the handover, message or callback path for your business, then rehearse it with the agent. Read the Builder’s caller-care rules in What every agent promises your callers, with the wider stance in Responsible AI calling.

Be one of the first.

polite.ai is in private beta.

Approved organisations start with a 30-day Pro trial and £45 of calling credit.

Request an invite

We’ll email you an invite once you’re approved — no spam, ever.