Creating a Voice AI Agent is fast and easy, and it will help your business field phone calls so your office staff can focus on more pressing tasks like following up with warm leads and closing deals!

Follow the steps below to set up your first Voice AI Agent!

1. Go to the Settings section.

2. Click on AI Agents.

3. Click the + Create Agent button to start setting up a new AI agent.

4. Fill out the required details in the Agent Details tab.

1. Agent Name: Enter a name for your agent (e.g., “Customer Support Bot”).
   

2. Business Name: Confirm or update your business name.
   

3. Voice: Choose from a list of available voices for your AI Agent. You can preview each voice by clicking the play button.
   

4. Agent Direction: Currently set to “Inbound” by default.
   

5. Initial Greeting Message: Customize the first message your agent says (e.g., “Hello, you’ve reached [Business Name]. How can I assist you today?”).

5. Now, if you are done click on "Next".

6. In Basic Mode, select the information you want the agent to collect from callers.

Basic mode simplifies the Voice AI Agent setup process by giving you 4 options to instruct the Voice AI Agent while in the call. No prompting required!

Select the information you want the agent to collect from callers, such as:

• Name

• Email

• Address

• Contact's issue

7. Click on "Switch to advanced mode".

8. In Advanced Mode, unlock more customization options, such as configuring prompts and different actions for the AI Agent.

When using the advanced mode, you are given more options to control the AI Agent such as prompts and different actions.

• Prompt: Write detailed instructions and personality traits for your agent.
  

• Call Transfer: Transfer the call to a human agent under certain conditions.
  

• Trigger a Workflow: Automatically initiate workflows based on call interactions.
  

• Update Contact Fields: Specify how information collected should update contact records.
  

• Send SMS: Configure the agent to send SMS messages during or after the call.
  

9. Choose to trigger a single workflow or multiple workflows after the call ends, keeping workflow management simple and streamlined.

10. Set up automated emails to individuals or groups after a call involving the AI Agent.

The following data is included in the email notifications:

• Call Summary: Overview of the call duration, date, and time.
  

• Contact Information: Details collected during the call.
  

• Call Transcript: A written record of the conversation.
  

• Actions Taken: Any workflows triggered or contact fields updated.

11. When creating a Voice AI Agent, you must assign the agent to one or more phone numbers within your sub-account.

12. Finally, click save to save changes.

13. To edit or delete an AI Agent, go to the Actions tab for the specific AI Agent and click the 3 dots next to it.

14. Select either "Edit", "Duplicate" or "Delete" to make changes.