Artificial Intelligence · 1 min read
How to Create Voice AI Agents
A Voice AI agent is an automated phone assistant. It talks to callers using your instructions and business information, and it can collect details, answer questions, book appointments, and transfer calls.
Plus includes Voice AI in its AI Employee Growth allowance. On Essentials and Unlimited, Voice AI is usage-based. Phone charges are separate.
Before you start
- You need the View & Manage Voice AI Agents permission.
- Decide on the agent's job, such as lead qualification, support, booking, or routing calls.
- Gather approved business information for the prompt or knowledge base.
- Set up any calendar, workflow, or transfer number the agent will use.
- Have a phone number in your account for the agent to answer.
Create the agent
- Go to AI Agents > Voice AI.
- Click Create Agent.
- Choose to start from a template, from scratch, or with Ask AI.
- Give the agent a name and choose its language and voice.
- Write the greeting and the agent's instructions.
- Connect a knowledge base for business information.
Add actions
- Book appointment: choose the calendar.
- Call transfer: add the number or team to transfer to.
- Update contact: save details the caller gives.
- Trigger workflow: start a workflow during or after the call.
Assign a number and test
- Choose the phone number the agent should answer.
- Set working hours if needed.
- Test with a web call and then a real phone call.
- Turn the agent on.
Review call logs in the first few days and adjust the instructions as needed.