How to Use the Call Assistant

Call Assistant Overview
The Call Assistant in Momentum AI enables agencies to use AI-powered phone calls for renewals, follow-ups, and customer communication. It generates recaps, action items, and transcripts from calls, making it easier to track conversations and manage client interactions in Momentum AMS. To enable full AI calling, agencies must subscribe to Sonant in the Momentum Toolbox.

Step 1: Access the Call Assistant

Log in to Momentum AMS.
From the left navigation, click Momentum AMP.
Select Momentum AI (opens in a new tab).
In the AI Center, click Call Assistant.

Step 2: Try a Test Call

On the Call Assistant screen, you’ll see sample prompts like:
- Please call my client for policy renewal
- Please call my insured for policy renewal
- Provide Insured details

Step 3: Enable AI Calling with Sonant

To make live AI-powered calls, you must activate Sonant in Momentum Toolbox.

Navigate to Momentum AMP → Toolbox
Navigate to Third Party Enrichment Integrations → Sonant .
Enter your Customer ID and API Key (provided by Sonant).
Click Subscribe to enable the service.

Once subscribed, you unlock the full AI calling experience:

24/7 Availability – Always-on client service.
Transfer Calls – Route directly to staff or third parties.
Appointment Scheduling – AI can schedule appointments into your calendar.
Quote Intaking – Capture quote details from calls and push into AMS.
Post-Call Notes – AI generates summaries, action items, and transcripts.
Multilingual – Support for multiple languages in the same call.

Step 4: Place Calls and Review Summaries

With Sonant enabled, you can initiate AI-assisted calls for renewals, follow-ups, or new leads.
After each call, AI will generate a recap that includes:
- Key points discussed.
- Customer requests or concerns.
- Suggested follow-up actions.
Transcripts and notes can be stored in Momentum AMS for audit and client history.

Best Practices for Call Assistant
• Test AI calls internally before rolling out to clients.
• Always review AI-generated notes and transcripts for accuracy.
• Use AI calls for repetitive outreach (renewals, quote intake) to free staff for complex conversations.
• Keep Sonant API credentials secure — only admins should configure them.
• Attach transcripts to insured records in AMS for compliance and E&O protection.