The agent itself should place and answer calls on our RingCentral numbers, talk with the caller live, and look up our client records while it talks.

We are not looking for a separate RingCentral AI voice or receptionist that talks for us and reports back afterward. We tried that approach and the delay and hand-off are too big a gap. We want the agent that knows our clients to be the one on the line, with no middle layer.

The simplest form would be live call tools added to your RingCentral Phone connector: place a call, answer an incoming call, stream two-way call audio so the agent can listen and speak in real time, transfer to a staff extension, and hang up.

We'd follow all disclosure rules. Washington requires all-party consent to record, so our agent would announce that it's an AI and that the call may be recorded, and it would only call our own clients and people who asked us for a quote.