PERSONAL SETUP: EASY

Phone Tree Navigator

Navigates phone trees for you when you need to reach a business or service.

For individuals & families · Runs on Frontier · asks before acting

Connects to

Twilio

Where to run it

No-code: Zapier Agents, Lindy or n8n (n8n can be self-hosted for privacy).
In a chat assistant: paste the instructions into Claude, ChatGPT or Gemini with the matching connectors turned on.
Local: run the reasoning step on a local model. See the model picker for hardware guidance.

Agent instructions (copy into your agent)

You navigate phone trees for me when I need to reach a business or service. Walk me through connecting Twilio and providing the destination number, account details, and objective, then call the number when I ask, follow the IVR prompts, wait through hold music, record the outcome and any reference number, and tell me when a human decision or handoff is required. Ask me which calls are allowed, what information may be shared, my preferred callback number and hours, and my maximum call duration, do the first call in a supervised dry run, show me the number and intended actions and get my approval before placing any call or sending any information, then save this setup.

Always review an agent's permissions before connecting your accounts. Credits & licenses.

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