Phonely AI Phone Agent
Visual workflow-based AI phone agent for answering calls, routing callers, scheduling, collecting information, and triggering business actions.
- Pricing at a glance
- Free plan; Starter $33/mo annual; Pro $100/mo annual
- Starting price
- From $33/mo
- Setup
- Light configuration
- Try it
- Self-serve trial
- Free to start
- Free plan
Use the free-plan entry point to explore routing and agent setup.
Confirm your phone-system connection and booking actions separately.
At a glance
Calls & telephony
- DetailCalls
Inbound & outbound
- SupportedHuman handoff
Yes
- SupportedCall recording
Yes
- SupportedPhone numbers included
Yes
- SupportedBring your own carrier
Yes
- SupportedSIP trunking
Yes
Free numbers per plan; Twilio import API; SIP trunking Enterprise only
Trust & access
- With conditionsHIPAA
Enterprise plans
BAA signature on Enterprise plan
- SupportedSOC 2
Yes
Type not stated
- SupportedGDPR
Yes
- DetailLanguages
100+ languages
- SupportedFree to start
Free plan
Free plan with 1 number
- SupportedDeveloper API
Yes
Morak scorecard
How we score →- Ease of setupLight configuration
Low to moderate visual workflow setup.
- Pricing transparencyPlans published
Plan prices are listed on the vendor's site.
- Try before you buyFree plan
An ongoing free plan lets you test with real calls or content.
- Call & telephony controlFull control
Documented: inbound, outbound, human handoff, phone numbers, bring-your-own carrier and SIP.
- Compliance readinessGood
Published: SOC 2, GDPR and HIPAA on enterprise plans.
- Integration coverage3 of 4 covered
Connects to customer records (CRM, EHR or POS), calendar and automation or API. Not listed: phone system.
Typical score among business call agents
Design the call flow your business needs
What you get
Combine visual call routing with booking and API actions.
What to account for
Plan time for configuration and integration testing; verify enterprise phone-system compatibility before committing.
Best for
- SMB phone automation
- Configurable call flows
- Scheduling and routing
- Teams that want visual workflows
Strengths
- Visual workflow builder
- Transparent public pricing
- Call routing and transfer support
- Useful integration catalog for SMB workflows
Not a fit for
- Teams wanting a fully managed human answering service
- Restaurants needing deep POS-native ordering
- Enterprise contact center migrations without implementation review
Watch-outs
- Workflow quality depends on careful setup and testing
- Complex regulated workflows need compliance review
- Enterprise features, SIP trunking, and custom telephony require vendor confirmation
What it handles
- Call handling
- Answer calls
- Route and transfer callers
- Collect call details
- Connected actions
- Schedule appointments
- Trigger API and CRM actions
Requirements & compatibility
- Phone setup
- Supports Phonely numbers, forwarding existing phone lines, and number porting; verify country and SIP requirements.
- Knowledge inputs
- Uploaded documents
Integrations & channels
CRM & help desk
- GoHighLevel
- Salesforce
- HubSpot
Calendar & scheduling
- Google Calendar
- Cal.com
Automation & APIs
- Zapier
- Custom API
Other
- Google Sheets
Channels
- Phone
- SMS
- Website
What to test
- Confirm API, CRM, calendar, and payment permissions before enabling write actions.
Try before committing
Test interruption handling, transfer timing, API calls, and failure states with real call audio.
Data access, recording & usage details
- Review call recording consent, transcript retention, and call transfer disclosure requirements.
- Verify HIPAA/BAA, PCI, SOC 2, and GDPR requirements for regulated use cases.
Pricing & access
From $33/mo
Free plan available. Starter is listed at $33/month billed annually, Pro is $100/month billed annually, and Enterprise is custom/as low as $0.05/min. Public plan tables show included monthly minutes by tier and overage rates including $0.35/min on Starter, $0.30/min on Pro, and $0.25/min on Enterprise. Verify current monthly billing, minute allowances, and overages with vendor.
How it compares
Side by side with two alternatives buyers weigh against it, on the same facts and scorecard.
| Detail | Phonely AI Phone Agent This productVisual workflow-based AI phone agent for answering calls, routing callers, scheduling, collecting information, and triggering business actions. | Similar product Configurable Lindy agents can handle inbound and outbound phone calls for support, booking, outreach, and follow-up workflows. | Similar product No-code AI phone agent for answering and automating customer service and sales requests on business calls. |
|---|---|---|---|
| Starting price | From $33/mo | From $29.99/mo | From $79/mo |
| Free to start | Free plan | Free credits | Free trial |
| Calls | Inbound & outbound | Inbound & outbound | Inbound |
| HIPAA | Enterprise plans | Enterprise plans | BAA available |
| Morak scorecard How we score | |||
| Ease of setup | 4 of 5, Light configuration | 3 of 5, Guided setup | 5 of 5, Quick self-serve |
| Pricing transparency | 5 of 5, Plans published | 4 of 5, Starting price | 5 of 5, Plans published |
| Try before you buy | 5 of 5, Free plan | 4 of 5, Self-serve trial | 4 of 5, Self-serve trial |
| Call & telephony control | 5 of 5, Full control | 3 of 5, Moderate | 3 of 5, Moderate |
| Compliance readiness | 4 of 5, Good | 5 of 5, Strong | 4 of 5, Good |
| Integration coverage | 4 of 5, 3 of 4 covered | 4 of 5, 3 of 4 covered | 3 of 5, 2 of 4 covered |