AI Voice Agents
Creating and testing an agent
Start from a template, set the script, voice and language, refine with AI and test it yourself.
Most agents start from a template and take a few rounds of testing.
Start from a template
Choose New agent, then what it should do: Make calls or Answer calls. For outgoing calls, you can start from a template such as:
- Book a meeting
- Follow up an inbound lead
- Win back a former customer
- Contract renewal
- Appointment reminder
- Feedback survey
- Payment reminder
Set the script, voice and language
On the agent’s Settings tab, you set the Greeting, Voice and Language. Agents from a template use simple fields, such as what you offer and who it calls. Choose Write the instructions yourself to edit the Instructions directly. The first sentence of the greeting is fixed and tells people they are speaking with an AI.
Refine with AI
Use Ask for a change to describe what you want in plain words. You see the suggested change, and nothing happens until you choose Apply the change and save.
Test it
- Talk to it starts a call in your browser. You need a microphone.
- Test call by phone rings your phone, on agents that make calls. Only admins can place these calls.
If it answers incoming calls, you also add what it should know under Knowledge. When it’s ready, connect a phone number, choose Go live, then forward calls to it from your phone system.