Guides published jul 14, 2026
In this guide, you will learn how to set up a Grok voice agent that answers inbound calls, qualifies leads, and transfers the right callers straight to your phone.
A Grok voice agent with its own phone number that can answer an inbound call, gather lead details, use your business context, and transfer a qualified caller to a real person. You will also have a transcript and recording to review after every test call.
Once the call flow is reliable, use connectors to turn the conversation into work your team can act on. Connect Google Drive or Notion to give the agent more context, or connect HubSpot so a qualified call can create a new contact with the details it collected. You can also use a custom MCP or API tool when the handoff needs to reach an internal system.
Start with one useful action: save the caller's details, create a follow-up task, or check a calendar. If you also transfer the caller, have the agent save the note first and test that exact sequence with fictional data. A transfer may end the call, so confirm the record is created before you rely on the workflow.
Keep every connector permission as narrow as possible. For example, let an agent check availability or create a new follow-up, rather than giving it broad access to search through your calendar, inbox, or CRM. Once the basics are dependable, you can extend the same agent to update meetings, route different lead types, or add a voice assistant to your website.
Open Grok Voice Agent Builder (https://console.x.ai/team/default/voice/agents?builder=1) and create a new voice agent. Start with one narrow job: answer new-business calls, collect the details your team needs, and transfer the right caller.
Describe what your business does, who it serves, and the few questions that decide whether a caller is a fit. Add your website or a short business brief so the agent has accurate context when it answers basic questions.
Keep the first version focused. A service business might ask about the caller's need, location, urgency, and callback window. An agency might ask about budget, timeline, and the service they need. The goal is a useful handoff, not a fully automated sales call.
Pro tip: Give the agent one call type before adding every edge case. It is much easier to improve a clear lead-qualification flow after a few test calls.
Pro tip: If the onboarding asks whether the agent should answer every service question or qualify and transfer, start with qualify and transfer. You can always expand the agent's role later.
If availability matters, add the Google Calendar connector and enable only the actions you want the agent to use. This setup can check open times and create an event after a caller confirms the time.
Keep the permission narrow at first. If you enable Create Event, tell the agent to get a clear confirmation before it uses the action. Let a person confirm the appointment until you have tested the full booking flow.
Pro tip: Use a separate scheduling calendar, or turn off calendar search and leave only Availability and the actions you need. That prevents the agent from revealing the details of an existing event.
Tell Grok when to transfer a caller to you or someone on your team. A qualified lead, an urgent request, or a caller who explicitly asks for a person are all good handoff rules.
In the agent's tool settings, add the transfer action and give it a short rule for when to use it. Also set boundaries: do not quote prices, promise availability, diagnose a problem, or take payment details unless you have intentionally built and tested those workflows.
That keeps the agent useful without asking it to make decisions your team should own.
Claim a phone number for the agent, including the area code that makes sense for your callers. Then make a browser test call to hear the flow before you share the number publicly.
Test the moments that matter: a clear lead, a caller who needs a person, and a question the agent cannot answer. Review the call transcript and recording afterward. If a question feels too long or the handoff happens too late, tighten the instruction and run another test.
You will need to call the agent from a phone to test a real transfer to your number.
Pro tip: Add the new agent number to your contacts before testing. It is a new number and may otherwise be treated as spam by your phone.
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