How to Set Up Voice AI Agent

Having someone answer calls for you is nice at any level. With the Voice AI Agent, you can move your human resources away from calls while still reaping the benefits of having a responder. So, let's check how to set it up.

Navigate to the Voice AI Agents section inside your account settings and click + Create Agent.

Agent Details

Enter your Agent and Business name, this information will be used when responding to your customers.

Open the drop-down menu to select a voice for your agent. All voices will have an underline pointing to the kind of accent they will have, and by clicking the Play button you can hear a preview of the agent's voice.

Set the direction you want the agent to respond to calls for you.

Write the message you want the agent to start conversations, then click Next.

Agent Goals

Basic Mode

In Basic Mode, the bot prompting will be done for you. To customize the information collected check the box next to the details you want.

If you've set a follow-up process, check the Trigger box then select your Workflow from the drop-down menu. You can add as many Workflows as needed.

By default, all subaccount admins get notified but to notify additional users check “Receive Email notification”. Select the users or additional email addresses by clicking the circle next to them and picking them from the drop-down menu if needed.

Advanced Mode

If you have experience with AI prompting and want to write a more detailed script for the bot click Switch to advanced mode.

📌Note: Once an agent is created with the Advanced Goals, it cannot be switched back to Basic

Once you've written your prompt you'll see a highlight of

Just like with the Basic Mode setup, after you see the Setup actions you'll have the option to Trigger Workflows and Notify additional users.

Phone & Availability

Once satisfied click next to set the Phone Number the agent will answer calls for. The drop-down menu will allow you to select from the phone numbers already added to your account.

If you don't have one or want an exclusive line for the AI you can click Buy New Number which will redirect you to the Phone Numbers section to complete the purchase. The progress you've made on the AI Agent will be saved automatically.

By default, the agent will answer phone calls 24/7. However, if you want to limit this toggle “Set working hours” which will allow you to select the days and times it will answer the phone.

The process for setting the schedule is the same as when creating a calendar. Simply check the days then set the starting and ending times. If there are gaps in a day click the + sign icon (1) to add multiple blocks, or if the schedule is the same across multiple days click the paper icon (2) to copy it.

Once satisfied click save and you're done.

Once an agent has been created click the three dots next to it to edit or delete it.

📌Note: Deleting is permanent so if you'd like to disable the agent without fully losing it remove the phone number assigned to it and they will no longer participate in phone calls.

This tool removes work from you and your team allowing you to tackle more important tasks, such as following up with warm leads and closing deals, while giving a personal touch to all calls.