OpenPhone
OpenPhone
OpenPhone
OpenPhone brings your calls, texts, and contacts together in one AI-powered shared space.
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OpenPhone
Made by
OpenPhone
VoiceValet and OpenPhone’s Integration Prerequisites
It is a good idea to get everything properly in place in advance to ensure the integration of OpenPhone and VoiceValet is established successfully and without any disruptions. Make sure you’ve completed the following:
● An active OpenPhone account with admin access.
● A VoiceValet account created.
● Your VoiceValet AI agent set up and assigned a phone number.
● Your VoiceValet number must be a US or Canadian number for OpenPhone forwarding to work.
● Basic call routing knowledge within the OpenPhone dashboard.
It is a good idea to get everything properly in place in advance to ensure the integration of OpenPhone and VoiceValet is established successfully and without any disruptions. Make sure you’ve completed the following:
● An active OpenPhone account with admin access.
● A VoiceValet account created.
● Your VoiceValet AI agent set up and assigned a phone number.
● Your VoiceValet number must be a US or Canadian number for OpenPhone forwarding to work.
● Basic call routing knowledge within the OpenPhone dashboard.
How Does the Integration Work?
How Does the Integration Work?
Integrating OpenPhone and VoiceValet is not difficult and can be achieved by routing calls via OpenPhone call forwarding features to your AI agent phone number. This is how it works:
Integrating OpenPhone and VoiceValet is not difficult and can be achieved by routing calls via OpenPhone call forwarding features to your AI agent phone number. This is how it works:
Step 1: Set Up Your VoiceValet Account
Step 1: Set Up Your VoiceValet Account
Visit app.voicevalet.com, sign up and create your AI phone agent. After that, you will be given a local phone number.
Visit app.voicevalet.com, sign up and create your AI phone agent. After that, you will be given a local phone number.
Step 2: Log in to Your OpenPhone Dashboard
Step 2: Log in to Your OpenPhone Dashboard
Log in to your OpenPhone web or desktop app with admin permissions to configure the call routing and forwarding.
Log in to your OpenPhone web or desktop app with admin permissions to configure the call routing and forwarding.
Step 3: Navigate to Call Flow Settings
Step 3: Navigate to Call Flow Settings
In the left-hand menu, click Settings, then go to Phone Numbers under the Workspace section. Find and select the phone number you want to connect to VoiceValet, like your main business line. Once selected, scroll to Call Flow and click Edit Call Flow to start setting things up.
In the left-hand menu, click Settings, then go to Phone Numbers under the Workspace section. Find and select the phone number you want to connect to VoiceValet, like your main business line. Once selected, scroll to Call Flow and click Edit Call Flow to start setting things up.
Scenario 1: Forwarding After-Hours & Weekend Calls
Scenario 1: Forwarding After-Hours & Weekend Calls
VoiceValet makes sure that no call falls into the abyss, even when your team is offline during the evenings, weekends, or holidays. It attracts leads, answers queries, and offers customer service 24/7. Here's how to configure it using OpenPhone Call Flow Builder:
VoiceValet makes sure that no call falls into the abyss, even when your team is offline during the evenings, weekends, or holidays. It attracts leads, answers queries, and offers customer service 24/7. Here's how to configure it using OpenPhone Call Flow Builder:
Step 1: Add a Business Hours Block
Step 1: Add a Business Hours Block
In the Call Flow Builder, drag the Business hours block from the side panel onto your call flow canvas. Place it right after the Incoming call trigger.
In the Call Flow Builder, drag the Business hours block from the side panel onto your call flow canvas. Place it right after the Incoming call trigger.
Step 2: Define Business Hours
Step 2: Define Business Hours
Click on the Business hours block you just added. In the right-hand panel, set your normal operating hours (e.g. Mon–Fri, 9:00–17:00). Select the right time zone in order to get proper routing.
Note: OpenPhone currently supports only one continuous time period per day.
Click on the Business hours block you just added. In the right-hand panel, set your normal operating hours (e.g. Mon–Fri, 9:00–17:00). Select the right time zone in order to get proper routing.
Note: OpenPhone currently supports only one continuous time period per day.
Step 3: Identify After hours Branch
Step 3: Identify After hours Branch
The Business hours block automatically creates two paths, one for calls received during your set business hours (During hours) and another for calls received outside those times,(After hours), Here you will use the After hours path to route calls to VoiceValet.
The Business hours block automatically creates two paths, one for calls received during your set business hours (During hours) and another for calls received outside those times,(After hours), Here you will use the After hours path to route calls to VoiceValet.
Step 4: Insert a Forward Call Block
Step 4: Insert a Forward Call Block
Click the + button on the After hours path, and then add a Forward call block from the available options.
Click the + button on the After hours path, and then add a Forward call block from the available options.
Step 5: Enter Your VoiceValet Number
Step 5: Enter Your VoiceValet Number
Click on the Forward call block recently added. In the right-hand side panel, select Other numbers and enter your VoiceValet AI agent phone number in the international format (e.g. +12345678900).
Click on the Forward call block recently added. In the right-hand side panel, select Other numbers and enter your VoiceValet AI agent phone number in the international format (e.g. +12345678900).
Step 6: Publish Your Flow
Step 6: Publish Your Flow
To enable the after-hours routing, click the Publish changes button in the upper-right corner. Outside business hours, calls are now routed to your AI agent provided by VoiceValet.
To enable the after-hours routing, click the Publish changes button in the upper-right corner. Outside business hours, calls are now routed to your AI agent provided by VoiceValet.
Scenario 2: Forwarding Missed or Busy Calls
Scenario 2: Forwarding Missed or Busy Calls
Callers should not go into a generic voicemail when your human agents are occupied, already on another call, or do not pick up. Forwarding missed or busy calls to VoiceValet means that no customer interaction will be halted, and all actions will be done swiftly and intelligently. Here is how:
Callers should not go into a generic voicemail when your human agents are occupied, already on another call, or do not pick up. Forwarding missed or busy calls to VoiceValet means that no customer interaction will be halted, and all actions will be done swiftly and intelligently. Here is how:
Step 1: Locate Your Primary Ring Users Block
Step 1: Locate Your Primary Ring Users Block
Open the Call Flow Builder for the desired phone number. Find the Ring users block. This is typically where your team members' phones ring for incoming calls. It is usually found after your "Incoming call" trigger or on the "During hours" path of your "Business hours" block.
Open the Call Flow Builder for the desired phone number. Find the Ring users block. This is typically where your team members' phones ring for incoming calls. It is usually found after your "Incoming call" trigger or on the "During hours" path of your "Business hours" block.
Step 2: Configure the Unanswered Path and Ring Duration
Step 2: Configure the Unanswered Path and Ring Duration
Click on the Ring users block, then use the right-hand panel to set the ring duration, this controls how long OpenPhone will try to reach your team. If no one answers within this time (including when all users are busy), the call is marked as unanswered. To handle these calls, drag the Forward call block from the side panel and place it immediately after the Ring users block. This will route unanswered calls directly to VoiceValet.
Click on the Ring users block, then use the right-hand panel to set the ring duration, this controls how long OpenPhone will try to reach your team. If no one answers within this time (including when all users are busy), the call is marked as unanswered. To handle these calls, drag the Forward call block from the side panel and place it immediately after the Ring users block. This will route unanswered calls directly to VoiceValet.
Step 3: Enter Your VoiceValet Number
Step 3: Enter Your VoiceValet Number
Click on the Forward call block recently added. In the right-hand side panel, select Other numbers and enter your VoiceValet AI agent's phone number with the international format.
Click on the Forward call block recently added. In the right-hand side panel, select Other numbers and enter your VoiceValet AI agent's phone number with the international format.
Step 4: Publish Your Changes
Step 4: Publish Your Changes
Click Publish changes in the Call Flow Builder. At this point, when agents cannot answer calls or are busy, the calls automatically go to VoiceValet to receive instant assistance.
Click Publish changes in the Call Flow Builder. At this point, when agents cannot answer calls or are busy, the calls automatically go to VoiceValet to receive instant assistance.
Scenario 3: Forwarding All Calls to VoiceValet
Scenario 3: Forwarding All Calls to VoiceValet
In case you prefer VoiceValet to be the default response that answers your callers, enabling full-time forwarding makes all incoming calls arrive directly to your AI agent. This is perfect when you need to automate triage, collect basic information, and offload when necessary. Here is how:
How it works: This is a distinct, unconditional forwarding option in OpenPhone that bypasses the standard Call Flow Builder for the selected number.
In case you prefer VoiceValet to be the default response that answers your callers, enabling full-time forwarding makes all incoming calls arrive directly to your AI agent. This is perfect when you need to automate triage, collect basic information, and offload when necessary. Here is how:
How it works: This is a distinct, unconditional forwarding option in OpenPhone that bypasses the standard Call Flow Builder for the selected number.
Step 1: Select Forward all calls
Step 1: Select Forward all calls
In your OpenPhone web or desktop app, go to the top-left corner of the screen and click on the dropdown menu usually labeled as Default call flow. From the list, select Forward all calls to begin setting up call forwarding.
In your OpenPhone web or desktop app, go to the top-left corner of the screen and click on the dropdown menu usually labeled as Default call flow. From the list, select Forward all calls to begin setting up call forwarding.
Step 2: Enter Your VoiceValet Number
Step 2: Enter Your VoiceValet Number
A small window will appear. Enter your VoiceValet AI agent phone number in the designated field.
A small window will appear. Enter your VoiceValet AI agent phone number in the designated field.
Step 3: Enable the Forwarding
Step 3: Enable the Forwarding
Click Enable this call flow button to activate this forwarding of all calls.
Click Enable this call flow button to activate this forwarding of all calls.
Important Notes for Forward all calls:
Important Notes for Forward all calls:
Choosing this option will override all other call flow settings for the selected OpenPhone number. Forwarded calls won’t be recorded in OpenPhone and the voicemail system will be skipped entirely. If you want to switch back to your original setup, just select Default call flow from the same dropdown menu and click Enable this call flow.
Choosing this option will override all other call flow settings for the selected OpenPhone number. Forwarded calls won’t be recorded in OpenPhone and the voicemail system will be skipped entirely. If you want to switch back to your original setup, just select Default call flow from the same dropdown menu and click Enable this call flow.
Troubleshooting Tips
Troubleshooting Tips
To make your experience seamless with setting up your OpenPhone and VoiceValet integration, here are some troubleshooting tips to solve the most frequent problems that may occur:
● Test Your VoiceValetNumber: First call your VoiceValet number from another phone to confirm it is working on its own.
● Verify OpenPhone Forwarding Logic: After saving your call flow in OpenPhone, make a test call to your OpenPhone number. Check that the correct path is triggered.
● Check Number Format: Make sure your VoiceValet number is entered in the international format (e.g. +12345678900)
● Review Call Flow Order: If you’re using the Call Flow Builder, make sure the Forward call block is placed right after the condition you want it to follow, like directly after the Ring users block for missed calls, or under the After hours path to handle calls outside business hours
To make your experience seamless with setting up your OpenPhone and VoiceValet integration, here are some troubleshooting tips to solve the most frequent problems that may occur:
● Test Your VoiceValetNumber: First call your VoiceValet number from another phone to confirm it is working on its own.
● Verify OpenPhone Forwarding Logic: After saving your call flow in OpenPhone, make a test call to your OpenPhone number. Check that the correct path is triggered.
● Check Number Format: Make sure your VoiceValet number is entered in the international format (e.g. +12345678900)
● Review Call Flow Order: If you’re using the Call Flow Builder, make sure the Forward call block is placed right after the condition you want it to follow, like directly after the Ring users block for missed calls, or under the After hours path to handle calls outside business hours
Conclusion
Conclusion
When you connect VoiceValet to OpenPhone, you will gain the ability to deal with calls 24/7, whether you need after-hours, overflow, or full-time coverage. With the set of powerful routing and forwarding tools in OpenPhone, no call can be lost, and VoiceValetprovides AI-driven interaction, helping to prequalify leads and serve customers in real-time. This strong integrated package improves your professionalism, responsiveness and operational effectiveness throughout the day.
When you connect VoiceValet to OpenPhone, you will gain the ability to deal with calls 24/7, whether you need after-hours, overflow, or full-time coverage. With the set of powerful routing and forwarding tools in OpenPhone, no call can be lost, and VoiceValetprovides AI-driven interaction, helping to prequalify leads and serve customers in real-time. This strong integrated package improves your professionalism, responsiveness and operational effectiveness throughout the day.
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