1. Start by navigating to 'Settings'.

2. Then, select 'AI Agents'.

3. Now, click 'Create Agent'.

4. Proceed to set up 'Agent Details'.

5. Enter the 'Agent name'.

Give your agent a name (e.g., "Support Assistant").

6. Next, specify the 'Business name'.

Confirm or update your business name.

7. Choose a 'Voice' for the agent.

Choose an AI voice from the available options and preview it.

8. Then, select the 'Direction'.

Default is set to "Inbound."

9. Type the 'Agent's Initial Message'.

Customize the agent’s greeting (e.g., "Hello, you’ve reached [Business Name]. How can I assist you today?").

10. Click 'Next' to continue.

11. Set up 'Agent goals'.

You can configure agent goals in two modes: Basic Mode or Advanced Mode.

12. Name

13. Email

14. Address

15. Contact's Issue

16. Click 'Switch to advanced mode' for more options.

16 Following that, click on "Contact's Issue".

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

18. Specify when to 'Transfer the call'.

Transfer calls to a human agent based on predefined conditions.

19. Set conditions to 'Trigger a workflow'.

Automatically start workflows based on the call.

20. Define how to 'Update contact fields'.

Update customer records with collected information.

20 Next up, click on "Update contact field".

21. Configure the agent to 'Send SMS messages'.

Configure the agent to send messages during or after calls.

22. Now, choose a workflow to trigger.

You can trigger one or multiple workflows automatically after a call ends. This allows seamless automation based on the AI Agent handling the call.

23. Choose 'Custom Email' for notifications.

Set up email notifications to send call summaries to individuals or groups.

24. Next, set up 'Email notifications'.

25. Custom Email

26. Click 'Next' to finalize settings.

27. Select 'Phone and Availability' options.

Assign your Voice AI Agent to one or more phone numbers in your sub-account. When these numbers are called, the AI Agent will handle the call.

28. Enter the 'Phone number'.

29. Complete by setting 'Working Hours'.

Define specific days and time periods during which the AI Agent will field calls.

Edit or Delete AI Agents

To edit or delete an agent:

Click on the Actions tab for the agent.
Choose either Edit or Delete.

Note: Deleting a Voice AI Agent is permanent. To temporarily disable an agent, remove its assigned phone number instead. This will make the agent inactive without losing any configurations.