Create the agent
Go to AI > Voice AI > Agent List, click + Create Agent, then Create Custom Agent.
AI› Voice AI› Agent ListGive it a voice and a job
Set the name, voice, language and time zone. Write what it does, what it should find out, and when to hand over to you. Then the first thing it says.
Welcome lineHi, you've reached [business]. I'm [name], the AI assistant. This call may be recorded. How can I help today?RoleYou answer calls for [business], a [trade] in [suburb]. Be warm and brief. Find out their name, suburb and what they need. Book a time if they want one. If they ask for [owner] or it's urgent, transfer the call.Give it your knowledge
In the Knowledge Base step, pick the knowledge base with your services, prices and policies.
Let it book
Under Actions, add + New Action > Appointment Booking and link your calendar. Add Call transfer too, so it can put callers through to you.
Put it on your number
On the Deploy tab, pick your number. Choose Answer Calls Directly, or Use as Backup so it only picks up when you don't. Set its hours.
Test it twice
Run a Web Call test for the wording, then ring the number for a real test.
Calls get answered any hour, and bookings land in your calendar.
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Teach your AI agent a new answer
Add a question and answer, a document or a web page to what it knows.
- 1Open the knowledge base
- 2Add what it should know
- 3Test that it finds it
Text back missed calls automatically
Miss a call on the tools and the caller gets a text in seconds.
- 1Open Phone System, then Voice
- 2Open Missed Call Text Back
- 3Tick Enable Missed call textback
Turn on call recording (and what to tell callers)
Record calls for training and disputes, the right way.
- 1Open your number
- 2Turn on recording
- 3Turn on the disclosure message