Introduction

Posh is a third-party AI application used by financial institutions to assist callers with account-related inquiries.

Calls are routed through the Netsapiens/VIP platform and passed to Posh via a vendor SIP trunk. If the caller requires further assistance, the Posh application will route the call back to the Netsapiens platform—either to a live agent or another destination on the Netsapiens/VIP system. Posh uses a SIP REFER method to send the call back over the vendor trunk. For more information on POSH, visit their website at: https://www.posh.ai/.

This guide provides the steps to create a POSH AI integration.

Overview

Required Steps:

1. Create Vendor SIP Trunk
2. Configure Phone Number Routing
3. Provide Posh with REFER Destinations

NOTE: Call routing requirements should be discussed with the customer based on their operational needs.

Call Flow Example

1. A call routes inbound to the Netsapiens/VIP platform via a hosted DID/phone number within the customer’s domain. 
2. This phone number is automatically routed over the vendor SIP trunk to Posh. 
3. Posh handles the call. When the caller says “Crexendo test”, Posh routes the call back to an Auto Attendant (ext. 1000) on the PoshPOC domain. 

POSH SIP Trunk Configuration Requirements

• TLS (signaling) — SIP TCP port 5061 
• SRTP (audio encryption) 

Refer to POSH documentation for further configuration details: https://crexendo-vip.s3.us-west-2.amazonaws.com/PoshAIDocs/Posh+Voice+SIP+Configuration+v7.1.pdf

Step 1: Configure SIP Trunk in Netsapiens Portal

1. Log in to the Netsapiens Portal. 
2. Navigate to SIP Trunks → Add SIP Trunk. 

3. Complete the Basic tab using the following information (details provided by Posh Engineering):

4. Under Dial Planning & Limits, configure the following:

5. Select “Save.”

Step 2: Finalize the SIP Trunk in Netsapiens SiPBX (Admin)

1. Log in to the Netsapiens SiPBX (Admin) portal. 
2. Navigate to Connections → Connections. 
3. At the bottom of the screen, change the domain filter to the domain where the SIP trunk was created, then click Refresh. 
4. Locate and open the Posh SIP Trunk. 

5. Edit the following fields:

6. Select “Modify” to save your changes.

Your POSH vendor SIP trunk is now configured and ready for testing.