AI phone agent for MSPs on Ooma Office
Ooma Office's virtual receptionist handles business and after-hours menus. Send the after-hours path to your Mizo number and callers reach an agent that opens the ticket.
- Status
- Works via call forwarding
- Connection
- Virtual receptionist or shared external line to a Mizo number
- Works in
- ConnectWise PSA · Autotask · HaloPSA
- Agents
- Phone Intake
About Ooma Office: Ooma Office is a small-business phone system with a virtual receptionist, ring groups, call queues and a mobile app.
What the Phone Agent does for Ooma Office users
Ooma Office keeps routing your calls. Mizo answers the ones you send it and turns each into a ticket.
After-hours virtual receptionist
Route the after-hours menu of your virtual receptionist to Mizo so evening and weekend callers get answered.
Ring group or queue to an outside number
Where your plan includes a shared external line, ring groups and call queues can send calls to Mizo too.
Caller matched, ticket written
The Phone Agent matches the caller to their company and contact in your PSA, then creates or updates the ticket with the transcript and a summary.
On-call transfer for emergencies
When a call needs a human now, the Phone Agent transfers it to the on-call number you configure.
How Mizo works with Ooma Office
There is no API integration with Ooma Office. You forward calls from Ooma Office to a dedicated Mizo phone number. The Phone Agent answers, matches the caller to a contact in your PSA, creates or updates the ticket with the transcript, and transfers to your on-call technician when a human is needed. Your numbers stay where they are.
How to set it up with Ooma Office
Mizo runs in recommendation mode first, writing its reasoning to each ticket, and moves to autonomous handling only where you allow it.
Get your Mizo number
Mizo provides a dedicated phone number for your Phone Agent.
Forward from Ooma Office
In Ooma Office Manager, point the virtual receptionist's after-hours option, or a shared external line used by your ring group or queue, at the Mizo number.
Set on-call and client rules
Give Mizo the number to transfer emergencies to (not your main line, to avoid loops) and any per-client rules for what counts as urgent.
Mizo and Ooma Office: common questions
Which Ooma Office plan do we need?
Ooma documents its shared external line, which lets a virtual receptionist, ring group or call queue send calls to an outside number, as a Pro Plus feature limited to one per account. Confirm the options on your plan with Ooma.
What if our plan can't route to an outside number?
A common workaround is an extension whose call handling forwards to the Mizo number, used as the after-hours destination. Check with Ooma that this fits your setup.
Do we keep our numbers on Ooma Office?
Yes. Nothing is ported and there is no Ooma Office API connection. You only forward calls to the Mizo number.
Agents and pages that work with Ooma Office
Phone Agent
Answers calls, matches the caller and opens a complete ticket.
Intake Agent
Bundles duplicates, filters noise and matches every ticket to the right contact.
Triage Agent
Classifies and prioritizes every ticket against your rules.
AI agents for MSPs
The full Mizo agent fleet for MSP service desks.