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Connect AI tools with Retell Voice AI Agent

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Written by Omega EDI Support

Before proceeding, ensure the AI tools setup in Omega has been completed by following the instructions in the How to enable AI tools article.

To connect to the Retell Voice AI Agent, create a Retell account after creating the AI Agent tool in Omega.

  1. After creating a Retell account, you can create your own Agent and connect it to the MCP server using the credentials provided after creating an AI tool within Omega. A starter agent is also available to import directly into Omega — contact your Account Manager to request one.

  2. To import an agent, click the import button in the top right corner of your Retell login and import the file provided by your Account Manager.

Once the agent has been imported, a starter prompt and pre-populated connection fields to Omega's MCP server will be visible.

The left pane contains the field for the prompt provided to the AI client. This can be changed or updated as needed.

Once the prompt has been finalized, the next step is to source a phone number for the voice AI agent. Click Phone numbers in the left pane, then source a new phone number or use an existing one as described in this article.

Once the phone number has been purchased and sourced, open its settings and configure it as shown in the screenshot below by selecting the Call Agent and specifying the webhook url as shown below.

Once this setup is complete on Retell's side, return to Omega and update the AI tool setting with the phone number sourced and configured in Retell.

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