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How to Create a Voice AI Agent Using Simplified Templates

Updated over 2 months ago

Getting Started

  1. 1. Access Your Dashboard

  2. From the side menu, select "Agents"

  3. Click "New Agent" at the top right corner.


Configure your AI Agent

  • Select the "Fast and Easy" option to build your AI agent in just a few clicks.

  • Fill in the required fields as shown in the interface.

  • Choose the type of task the Agent will perform.

  • Once you click "Create an Agent," you'll be taken to the configuration panel.


Setting Up Your AI Agent

Step 1: Overview

This section provides:

  • A summary of the 3 essential steps for properly setting up the AI Agent.

  • A call and usage overview.

  • The "Duplicate" icon (top right) to clone your agent.

Test Voice AI Agent:
Enter your mobile number in the box on the right to initiate a test call.
This helps optimize the agent’s performance before going live.


Step 2: Configuration

This is where you define the Voice AI Agent's behavior

  • With the "Easy and Fast" mode, a pre-built prompt is automatically set to match your needs.

  • Click the "Configure" icon at the bottom right to adjust the agent’s behavior based on your preferences.

  • Click "Advanced" to access detailed prompt configuration.

  • In the "Prompt" section, you can view and edit the agent’s goals, language characteristics, and other behavior-defining elements.

Need help building an effective prompt?
Check out the article: Prompt Configuration


Step 3: Calls

In this section you can:

  • View the call log.

  • Replay conversations handled by the Voice AI Agent.


Step 4: Settings

Here you can:

  • Configure your Agent’s basic settings.

  • Delete or restore the agent.

Helpful Tips:

  • Set "Office" as background noise to make conversations sound more natural.

  • Choose a voice that matches the Agent’s profile.


Step 5: Integrations

View all available integrations.

For example:

  • To enable the agent to handle bookings, connect your Google Calendar.

  • This allows the agent to check availability and sync appointments.

Your Voice AI Agent is now ready to use!


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