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Public docs for SkipHold™, the white-label AI communications platform for MSPs, UCaaS providers and ITSPs: AI receptionist and voice agents, SMS/WhatsApp, native PBX, SIP integration (NetSapiens, 3CX, FreePBX and more), partner onboarding and admin guide.

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title White-Label AI Communications Platform for Service Providers | SkipHold Docs
description SkipHold docs: the white-label AI communications platform for MSPs, UCaaS providers and ITSPs. AI receptionist, voice, SMS, WhatsApp, PBX, CRM and billing.

SkipHold™: The White-Label AI Communications Platform

SkipHold™ is a partner-driven, white-label AI communications platform and framework that service providers deliver end-to-end to their customers under their own brand. AI and human teams work every conversation together: voice, SMS and WhatsApp.

It's built for MSPs, UCaaS providers, ITSPs and telecom partners. You choose native or bring-your-own at every layer: PBX, carrier, CRM and billing. Your stack, our framework (SkipHold Unified). SkipHold deploys, trains and supports the offering, so you don't have to build it.

🌐 Website: https://skiphold.com 🔐 Admin Portal: https://admin.skiphold.com 📅 Schedule a Demo: https://skiphold.com/contact 🤝 Partners: https://skiphold.com/partners 📩 Contact: info@skiphold.com 💬 Community: https://community.skiphold.com

See all features at SkipHold features, or how it fits together at how SkipHold works.


White-label AI receptionist and AI voice agents

  • Always-on AI agents that answer calls in a natural, conversational voice.
  • Three agent types (see AI voice agent types):
    • Receptionist: the company's front door.
    • Manager: one per department.
    • Assistant: a personal agent for each employee.
  • Agent roles: General Receptionist, Appointment Setter, Lead Qualifier, Document Sender, Support Intake, After Hours, General Personal Assistant and General Manager.
  • Prompt Tools™: a visual prompt builder with templates and role-based context.
  • Voices from ElevenLabs and other leading voice providers. Agents speak English, Spanish and Portuguese.
  • Agents qualify callers, capture contact details and set appointments via connected calendars, n8n / Zapier MCP automations or your own APIs.
  • Test any agent from the portal with a test call or a test chat before it goes live.
  • More at white-label AI receptionist.

Conversations: omni-channel voice, SMS and WhatsApp

  • One inbox where AI and human teams work every conversation together, across voice, SMS and WhatsApp.
  • Staff can take over a thread from the AI agent at any time.
  • During a call, agents can send the caller an SMS or WhatsApp message.
  • WhatsApp message templates, plus A2P 10DLC compliance support for US business messaging.
  • See Conversations, AI SMS and AI WhatsApp.

Connections: CRM and help desk

  • A built-in CRM and help desk for each company: contacts, companies, tasks, deals with multiple pipelines and stages, tickets and internal notes.
  • Also includes tags, custom fields, quick replies and message templates.
  • Learn more: Connections.

Native PBX, web phone and softphones

  • Gemelos PBX: SkipHold's native hosted PBX.
  • Branded desktop and mobile softphones, plus a built-in web phone.
  • Video between internal extensions; external calls are audio-only.
  • AI agents are reachable from users' softphone directory.

AI warm transfers and call routing

  • AI-driven handoffs: Receptionist → department Manager → employee Assistant, or to a live person.
  • Blind transfers and AI warm transfers: in a warm transfer, the person picking up hears an AI summary of the call first. See AI warm transfers.
  • Call screening options, such as letting the person accept or decline the call, or announcing it before connecting.
  • Fallback rules for transfers that go unanswered.
  • A visual call routing map for each company.
  • The caller's ID is passed through to agents and transfer destinations.
  • Live call monitoring for providers and company admins.
  • MSP routing examples: AI call routing for MSPs.

Meeting Join™

  • AI agents join Zoom, Google Meet and Microsoft Teams calls by dialing in and entering meeting IDs/PINs via DTMF.
  • See Meeting Join™.

White-label Stripe billing

  • An optional billing module, so providers can sell to their customers:
    • product catalog and bundles
    • proposals your customers can review and accept
    • invoices and payment collection
  • Two billing modes, both fully white-label (your branding on proposals, invoices, statements and the portal):
    • Platform Billing: charges are processed on SkipHold's Stripe account, so the card transaction shows "SkipHold, LLC" on the cardholder's statement. SkipHold handles collections and pays you your revenue share.
    • Direct Billing: you use your own Stripe account, so your own business name shows on the card statement. You pay SkipHold the platform fee.
  • See provider billing and pricing.

White-label branding and multi-tenant structure

  • Your logo and brand colors, in light and dark mode.
  • Your own custom domain for the portal.
  • Branded email notifications with your sender name, reply-to address and footer.
  • Providers manage many customer companies from one account.
  • Each company has its own agents, departments, employees, phone numbers, conversations, call logs and settings.
  • Role-based access for Provider Admins, Company Admins and Employees, with per-user permission overrides.
  • Call logs with recordings, transcripts and AI summaries. Call metrics: total calls, successful calls and average duration.

Integrations and automations

  • Automations with n8n and Zapier MCP.
  • Custom API tools and webhooks, built on request by the SkipHold team, to connect agents with modern or legacy systems.
  • Browse all SkipHold integrations.

Telephony compatibility: AI receptionist for NetSapiens, 3CX, FreePBX and more

Native

API integration (beta)

SIP interoperability (third-party PBX / UCaaS platforms)

Carriers

  • Twilio, Telnyx, Bandwidth and other carriers, for phone numbers, SIP trunking and messaging.

How SkipHold connects to your phone system

Carrier (Twilio, Telnyx, Bandwidth, …)  ─┐
Gemelos PBX                              ├──►  SkipHold SIP Bridge  ──►  SkipHold AI agents
Your PBX / UCaaS platform              ─┘     (SkipHold Telephony       (Receptionist, Manager,
                                                servers)                   Assistant)
  1. Calls arrive from a carrier number, from Gemelos PBX, or from your existing PBX / UCaaS platform.
  2. The SkipHold SIP Bridge connects using SIP extension registration or a SIP trunk. Your users' phones don't change and there's no hardware to install.
  3. The bridge hands each call to the right SkipHold AI agent, along with the caller's ID.
  4. When an agent transfers a call, it goes back through your PBX, so your existing extensions, queues and users keep working.
  5. You manage provisioning and see live connection status in the Admin Portal, powered by the SkipHold Telephony API.

Full details: SIP Integration Overview.


For partners: AI communications for MSPs and UCaaS providers

SkipHold is built for partners to deliver end-to-end under their own brand. Partners get:

  • A white-label portal on their own domain.
  • Multi-tenant management of all their customer companies.
  • Platform Billing or Direct Billing for their customers.
  • Native or bring-your-own at every layer: PBX, carrier, CRM and billing.
  • Deployment, training and support from the SkipHold team.
  • A new recurring-revenue service.

Learn more:


Join the community

The SkipHold Community on Discord is for MSPs, telecom providers, AI builders, automation enthusiasts and partners.

Members talk about AI voice agents, workflow automation, customer experience, telecom modernization, MSP operations, integrations and MCP, and AI deployment strategies.

What members get:

  • product announcements and events
  • introductions and telecom AI discussion with other members
  • discussion with other partners and builders
  • a place to share feature requests and report bugs
  • help with workflows
  • resources such as videos and white papers

Documentation

More answers: SkipHold FAQ · Questions? info@skiphold.com

About

Public docs for SkipHold™, the white-label AI communications platform for MSPs, UCaaS providers and ITSPs: AI receptionist and voice agents, SMS/WhatsApp, native PBX, SIP integration (NetSapiens, 3CX, FreePBX and more), partner onboarding and admin guide.

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