← Back to recipes
Recipe

Call Support On My Behalf

This recipe creates an inbox for the written summary, creates a support call playbook, rents and binds a number, places the support call, retrieves the summary, and emails the recap.

Estimated cost~$0.55 / case
ChannelsVoice + Email
Voice
Get started in docs →
Step 1

Set support variables

Define the support phone number, the summary recipient email, and the area code for the outgoing caller ID.

Set support variables
export SUPPORT_PHONE="+18005551234"
export SUMMARY_EMAIL="me@example.com"
export AREA_CODE="415"
Step 2

Create the summary inbox and call playbook

Create an inbox for the written recap and a call playbook for the support conversation.

Create the summary inbox and call playbook
SUMMARY_INBOX=$(spix --json email inbox create \
  --username support-updates \
  --name "Personal Agent" \
  | jq -r '.data.address')

CALL_PLAYBOOK_ID=$(spix --json playbook create \
  --type call \
  --name "Call support on my behalf" \
  --goal "Call the support line, explain the issue clearly, gather the next steps, and confirm any promised follow-up." \
  --persona "Prepared, patient personal assistant" \
  | jq -r '.data.playbook_id')
Step 3

Rent and bind the sender number

Rent one number and bind it to the support call playbook.

Rent and bind the sender number
SENDER_NUMBER=$(spix --json phone rent --area-code "$AREA_CODE" --limit 1 | jq -r '.data[0].number')

spix --json phone rent \
  --number "$SENDER_NUMBER" \
  --bind-channel call \
  --bind-playbook "$CALL_PLAYBOOK_ID" \
  --confirm
Step 4

Place the call and inspect the summary

Create the support call, then pull the call summary once the conversation is done.

Place the call and inspect the summary
CALL_SESSION_ID=$(spix --json call create "$SUPPORT_PHONE" \
  --playbook "$CALL_PLAYBOOK_ID" \
  --sender "$SENDER_NUMBER" \
  | jq -r '.data.session_id')

spix --json call summary "$CALL_SESSION_ID"
Step 5

Send the recap email

Email the person you are helping with the written summary and next steps.

Send the recap email
spix --json email send \
  --sender "$SUMMARY_INBOX" \
  --to "$SUMMARY_EMAIL" \
  --subject "Support call summary" \
  --body "I called support and captured the next steps. Check the call summary for the full transcript and key actions."
More recipes

Related workflows

Use a nearby recipe when the shape is similar, then change the playbook goal, sender, and message text.

Estimated cost~$0.50 / appointment

Appointment Confirmation

Call a provider to confirm an upcoming appointment, then text the final details back to you.

VoiceSMS
Open recipe →
Estimated cost~$0.52 / reschedule

Doctor Appointment Reschedule

Call a clinic to move an appointment to a better time, then text the new slot back to you.

VoiceSMS
Open recipe →
Estimated cost~$0.01 / request

Subscription Cancellation Request

Send a cancellation email from a dedicated inbox and keep the full thread in one place.

Open recipe →
Build your own recipe

Install Spix, then adapt this recipe to your own flow.

Use the docs to adjust the playbook goal, numbers, inboxes, and follow-up messages for your own contacts and channels.

Open the docs →