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AI Voice Agent Setup Guide

This guide walks you through the complete process of creating, configuring, and deploying an AI Voice Agent. It covers the required steps from initial agent creation to key configuration settings, ensuring the agent is set up correctly to deliver a professional and reliable caller experience. Use this guide as a reference for both first-time setup and consistent implementation across accounts.

 

Step 1: Create a New Voice Agent

  1. Navigate to Voice Agents > Agents in the dashboard.
  2. Click Create Agent located in the upper-right corner of the screen.

Step 2: Agent Personalisation

On the Agent Personalisation screen, configure the basic identity of your AI Voice Agent:

  • Agent Name: Enter a clear and descriptive name for your agent.
  • Industry: Select the appropriate industry from the dropdown menu (e.g., Healthcare, Retail, Technology).

Voice Selection

  • Choose a voice from the available voice cards such as Alex, Marcus, Sophie, or Lily.
  • Click the Play icon on any voice card to preview how it sounds before selecting.

Greeting Message

  • Enter the Greeting Message that callers will hear when the call begins.
  • Optionally, use Play Preview to listen to the greeting and confirm it sounds correct.

Website URLs

  • Paste any public website URLs that contain information the agent should reference during calls.
  • Click Add after each URL to include it in the agent’s knowledge base.

Once completed, click Next to proceed to configuration.

Step 3: Agent Configuration

On the Agent Configuration screen, define how the agent will operate:

  • Call Direction: Select Inbound (customers call your agent).
  • Attach to Tracking Numbers (Optional): Attach tracking numbers if call tracking is required.
  • Background Noise Simulation (Optional): Enable this to simulate real-world calling environments.
  • Call Duration Controls (Optional): Enable to manage or limit call lengths.

After reviewing the settings, click Next.

Step 4: Test and Activate the Agent

  1. The Test Your Agent screen will open.
  2. Review the Agent Summary to ensure all details are correct.
  3. Click Start Test Call & Create Agent to:
    • Place a test call
    • Activate the AI Voice Agent

Step 5: Agent Availability

  • Once created, the agent will appear on the Voice Agents dashboard.
  • You can view its current Status and manage it as needed.
  • The agent can immediately use any PMS integrations that have already been configured.

Conclusion

Your AI Voice Agent is now fully set up and ready to handle inbound calls. You can update configurations, voices, greetings, or integrations at any time from the Voice Agents dashboard.