Creating Voice AI Agents | Pest AI

Creating Voice AI Agents

Creating a Voice AI Agent is quick and straightforward. This tool helps your business handle phone calls efficiently, allowing your team to focus on critical tasks like nurturing leads and closing deals. Follow the steps below to set up your first Voice AI Agent!

1. Start by navigating to 'Settings'.

1 Click here.

2. Then, select 'AI Agents'.

2 Click on "Ai Agents".

3. Now, click 'Create Agent'.

3 Click on "Create Agent".

4. Proceed to set up 'Agent Details'.

4 Click on "Agent name".

5. Enter the 'Agent name'.

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

5 Upload

6. Next, specify the 'Business name'.

Confirm or update your business name.

6 Click on "Business name".

7. Choose a 'Voice' for the agent.

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

7 Following that, click on "Voice".

8. Then, select the 'Direction'.

Default is set to "Inbound."

8 Next, click on "Direction".

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?").

9 Click on "Agent's Initial Message".

10. Click 'Next' to continue.

10 Click on "Next".

11. Set up 'Agent goals'.

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

11 Once that's done, click here.

12. Name

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13. Email

13 Click on "Email".

14. Address

14 Then, click here.

15. Contact's Issue

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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.

17 Next up, click on "Prompt".

18. Specify when to 'Transfer the call'.

Transfer calls to a human agent based on predefined conditions.

18 Click on "Call transfer".

19. Set conditions to 'Trigger a workflow'.

Automatically start workflows based on the call.

19 Now, click on "Trigger a workflow".

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.

21 Click on "Send SMS".

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.

22 After, click here.

23. Choose 'Custom Email' for notifications.

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

23 Next, click here.

24. Next, set up 'Email notifications'.

24 Click on the element.

25. Custom Email

25 Click on the element.

26. Click 'Next' to finalize settings.

26 Then, click on "Next".

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.

27 Then, click on the element.

28. Enter the 'Phone number'.

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29. Complete by setting 'Working Hours'.

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

29 Upload

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.

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