Setting Up Your First AI Voice Agent
What Is an AI Voice Agent?
An AI Voice Agent is an automated assistant that answers inbound phone calls, follows your custom intake script, captures caller details, and can transfer urgent callers to a human when configured. The agent answers using the business knowledge and rules you provide. Available on the Enterprise plan.
Step 1: Voice & Language
Open the New Voice Agent Wizard
Navigate to Features > Voice Agents in the sidebar, then click New Voice Agent.
Add an Agent Description
Enter a short description so you can recognize this agent later — for example, "AI sales assistant for inbound calls" or "After-hours intake receptionist".
Choose a Voice
Browse the voice catalog. Use the search box to find a specific voice by name, or filter by gender and accent. Click Preview on any voice to hear a sample before selecting.
Pick the Language
Set the primary language the agent will speak and understand. Click Next to continue.
Step 2: Prompt Builder
The Prompt Builder turns your selections into the instructions the agent follows on every call. You don't write a prompt yourself — pick options and fill in your business details.
Choose a Role
Pick what the agent does: Receptionist, Sales Rep, Support Agent, or Scheduler. Choose Custom to write your own role definition.
Pick a Personality
Choose Professional, Friendly, Casual, or Formal. This shapes how the agent talks to callers.
Pick a Speaking Style
Concise — short, direct answers. Detailed — thorough explanations. Conversational — natural back-and-forth.
Add Your Business Context
Fill in Business Name, Products or Services, Business Hours, Location, and Additional Information. The more accurate detail you provide, the better the agent can answer caller questions.
Add Specific Instructions
Enter any custom rules or behaviors unique to your business — for example, "Always ask if they are a new or existing customer" or "If they ask about pricing, offer to email a quote".
Set Boundaries
Toggle on the guardrails you want — Stay on Topic, Confirm Before Acting, Offer Human Transfer, No Professional Advice, No Confidential Info, No Commitments. Add any business-specific rules in Custom Restrictions.
Write the Greeting
This is the first thing the agent says when it answers a call. Include your business name and a prompt for the caller — for example, "Thank you for calling Acme Corp, this is your virtual assistant. How can I help you today?" Click Next when you're ready.
Step 3: Review & Create
Review Your Settings
Check the summary of your voice, language, role, personality, business context, and greeting. Use the Edit links beside each section to jump back and change anything.
Click Create Agent
When you're satisfied, click Create Agent. The new agent appears in the Voice Agents list — click its row to open the edit page where you can assign phone numbers and add knowledge.
Assign a Phone Number
A new voice agent doesn't receive calls until you assign at least one phone number to it.
Open the Phone Numbers Tab
From the agent's edit page, click the Phone Numbers tab in the left sidebar.
Pick a Number
Use the Assign a Number dropdown to select one of your existing phone numbers.
Click Assign
The number is now routed to your agent. Any inbound call to it will be answered by the AI Voice Agent.
No Phone Numbers Available?
If you see "No phone numbers available", you need to add a phone number to your account first. See How to Add a Phone Number in Getting Started.
What Happens Next
When someone calls an assigned phone number:
The Agent Answers
It speaks the greeting you wrote.
It Follows Your Instructions
Based on the role, personality, business context, and boundaries you set.
You Refine Over Time
Add knowledge, configure call transfer, and update instructions — see Tuning Your AI Voice Agent.