WORKFLOWS & GOVERNANCE BOUNDARY

Open-Skill Phone Assistant · Standard Workflow & Human-AI Governance Boundaries

Establishes clear safety boundaries between user per-call approval and real-time telephony execution — keeping every AI-placed call transparent, courteous, and controlled.

END-TO-END SOP

6-Step End-to-End Closed-Loop Workflow

01 Enable or Install Phone Skill

Search 'Phone Assistant' in WorkBuddy or install in one command via the openclaw CLI

02 Claim 5 Free Call Credits & Key

Get your API Key at open-skill.steponeai.com (we recommend calling your own phone first)

03 Issue Natural-Language Call Task

Simply prompt: 'Call Manager Wang to confirm whether he can join tomorrow's 3 PM review meeting'

04 Verify --confirm Pre-Call Preview

Review the masked phone number, opening greeting, and call objectives, then click confirm to dial

05 Watch Live Dual-Track SSE Captions

Monitor courteous multi-turn dialogue live on screen, with accurate status feedback for busy or unanswered lines

06 Receive Call Summary & Action Items

Instantly summarizes confirmed answers, rescheduled times, or follow-up notes right after hang-up

Enterprise / User Governance (Rules · Standards · Sign-Off)

100% Enterprise Control Over Business Sovereignty, Approvals & Compliance

  • ✓ Issue lawful, compliant call instructions and ensure valid recipient consent
  • ✓ Explicitly approve call objectives and destination numbers via the --confirm gate before dialing
  • ✓ Safeguard STEPONEAI_API_KEY locally and act on structured post-call summaries
StepOneAI Delivery (Connect · Recognize · Audit)

Open-Skill Phone Assistant Automated Execution, Audit Trail & Continuous Optimization

  • ⚡ Provides the Skill Console, official WorkBuddy connector, and security-audited open-source CLI
  • ⚡ Includes 5 free trial calls for new users, ¥0.2/min pay-as-you-go billing, and custom dedicated inbound lines
  • ⚡ Enforces per-call --confirm gates, encrypted SSE streaming, and remote speech prompt-injection isolation
TYPICAL SCENARIOS

High-Impact Enterprise Use Cases

WorkBuddy Workplace Assistant Automated Phone Confirmation

Business Pain Points:Confirming meeting times, restaurant reservations, interview attendance, or service counter requirements eats up valuable focus.

Verified Outcomes:Invoke 'AI Phone Task Assistant' inside WorkBuddy to complete courteous verification calls in seconds and return clear answers.

Give Custom AI Agents Real Telephony in 5 Minutes

Business Pain Points:Developers build capable task Agents, yet integrating carrier SIP trunks and low-latency streaming voice models from scratch is costly and complex.

Verified Outcomes:Install the telephony Skill with a single CLI command — unlocking real Mainland China voice calls with zero telecom infrastructure.

24/7 Dedicated Inbound Line for Lean Teams

Business Pain Points:Startups and retail stores with lean staffing frequently miss inbound quote requests and booking calls after hours or during peak rushes.

Verified Outcomes:Bind an AI Phone Assistant to a dedicated enterprise inbound number to answer 24/7 and compile structured caller intent logs.

UNIFIED CUSTOMER ID · FULL-FUNNEL MULTI-AGENT RELAY

Shares a unified customer profile to interconnect seamlessly across the StepOne suite

01 · voice
StepOne Voice

Outbound AI, 24/7 Support & 100% Automated QA in One

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02 · geo
StepOne GEO

Help AI Understand Your Business & Put Your Brand in the Answer

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03 · open-skill Current
Open-Skill Call Agent

Officially Listed on Tencent WorkBuddy & OpenClaw

Currently Viewing Portal
04 · scrm
StepOne SCRM Agent

Turn WeCom contacts into trackable enterprise assets

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05 · insight
StepOne Analytics

Connect multi-touchpoint conversations with back-office outcomes

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One Unified AI Agent Suite · A New Paradigm for Omnichannel Enterprise Customer Operations

Powered by StepOneAI's Wenquxing LLM and parent company Richinfo's RichAI LLM, empowering marketing, sales, support, and operations teams to collaborate around a unified customer profile. Launch the console now or book a tailored demo.

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