Pilot

Customer-managed Voice AI deployment for real phone operations

RocketAiFlow pilot setup starts by choosing where the platform runs and how it connects to the customer's telephony and business systems. The goal is to validate one controlled deployment path before expanding: SIP/PBX routing, outbound campaigns, API actions, and monitoring.

Deployment overview

Start controlled, validate, then expand

  • Deploy on a clean dedicated server or inside a customer-managed environment
  • Connect selected SIP/PBX/Asterisk paths through explicit trunk and routing configuration
  • Configure the first AI voice agent, provider stack, and custom API functions
  • Validate an inbound route or outbound campaign with limits, outcomes, and call records
  • Confirm Grafana, Prometheus, logs, traces, endpoint, and trunk visibility before scaling
  • Expand routes, campaigns, integrations, teams, and volume only after validation

SIP provider fit and production capacity are validated during setup; RocketAiFlow does not promise generic plug-and-play compatibility or certifications not yet available.

Guided setup based on how you want to validate the workflow

RocketAiFlow supports both paths without forcing one model on every team and without treating operational visibility as an afterthought.

Recommended first setup

Clean dedicated server

Install RocketAiFlow on a dedicated Linux server prepared for the first controlled deployment, reducing interference with existing customer services.

Customer-managed

Customer environment integration

Keep existing PBX, Asterisk, databases, APIs, and internal systems separate, then connect them through explicit trunk, route, and API integration points.

Define data, provider accounts, and responsibilities before the pilot

A customer-managed deployment means the pilot scope must be explicit: contact data, call records, recordings, transcripts, prompts, workflow data, integrations, logs, provider accounts, access, and monitoring responsibilities are defined before launch.

Contact data and call records

Define which contact fields, outcomes, call records, timestamps, and workflow data are processed and retained during the pilot.

Recordings and transcripts

Enable recordings and transcripts only when they are included in the agreed scope, with clear access and retention rules.

Provider accounts and credentials

Telephony, STT, TTS, LLM, monitoring, and integration provider accounts remain part of the deployment scope and must be configured intentionally.

Business API boundaries

Define which CRM, calendar, helpdesk, ERP, webhook, backend database, internal API, or external API actions the agent can call and with which parameters.

Operational logs and traces

Logs, traces, dashboards, and telephony signals are used for troubleshooting and operational visibility inside the agreed environment.

Notices and outbound rules

For outbound workflows, notices, opt-out handling, consent checks, and local requirements remain part of the customer operating scope.

Operational Considerations

Define reliability, recovery, and visibility before the AI voice agent goes live

Guided pilots follow different operating models, so monitoring, logs, traces, recovery, workflow continuity, provider fit, telephony fit, and dashboard availability should be defined intentionally.

First live path

The pilot should begin with one route, campaign, or API action that can be validated end-to-end before expanding scope.

Telephony fit validation

SIP/PBX compatibility, trunk behavior, endpoints, provider credentials, call routing, and handoff paths must be tested in the selected environment.

Custom API functions

Define exactly which business systems the agent can use, what data is passed, and what actions can be completed during or after calls.

Outbound execution controls

Campaign duration, schedules, retries, call rhythm, concurrency limits, callback logic, outcomes, and call records should be configured before launch.

Monitoring baseline

Grafana, Prometheus, logs, traces, call history, endpoint status, trunk health, container metrics, database signals, and host health should be visible from the first pilot.

Scale after validation

Production performance depends on infrastructure, telephony, providers, workflow design, recordings, transcripts, API latency, and campaign duration; scale only after the first path is validated.

Plan a controlled RocketAiFlow pilot

Request a technical-commercial demo to map your first SIP/PBX path, inbound or outbound workflow, API functions, provider stack, data scope, and monitoring baseline into a customer-managed RocketAiFlow deployment.