AI Voice Agents are transforming how businesses interact with customers by automating voice-based communication. These agents leverage advanced natural language processing to handle inbound calls, execute actions, and provide seamless support. This guide gives you an overview of managing AI Voice Agents for your business.
To begin setting up your AI Voice Agent, navigate to Settings > Voice AI Agents.
Click the “+Create Agent” button to set up a new Voice AI Agent tailored to your business needs.
Use the search bar to quickly find a specific agent by typing its name.
Each AI Agent is displayed in a card format containing the following information:
Agent Name: The name assigned to the agent for easy identification.
Direction: Indicates whether the agent handles inbound or outbound calls.
Phone Numbers: Lists the phone numbers associated with the agent.
Last Updated: Displays the most recent update or modification date.
Access additional management options by clicking the three-dotted button on an agent's card. This menu allows you to:
Edit Agent Settings
Clone the Agent
Transfer the Agent to another department
Delete the Agent
AI Voice Agents are a game-changer for businesses aiming to enhance efficiency and improve customer communication. With their ability to handle calls, update records, and integrate seamlessly into workflows, these agents save time and provide a professional, human-like interaction.
Q: Can I assign my existing phone numbers to the AI Voice Agent?
Yes, you can assign any available phone number as long as it’s not being used for other specific functions.
Q: Does the AI Voice Agent create or update customer contact records?
Absolutely. The agent collects information such as names, emails, and addresses, updating or creating records automatically in your system.
Q: Can the AI Voice Agent schedule appointments?
While the agent collects customer data, scheduling requires integration with a calendar system via workflows.
Q: Is it possible to create multiple AI Voice Agents?
Yes, you can create multiple agents with unique configurations and phone numbers to serve different departments or tasks.
Q: How do I update the AI Voice Agent’s knowledge?
You can update the agent’s knowledge by modifying prompts or business details in the configuration settings.
Q: Can the AI Voice Agent transfer calls to live agents?
Yes, agents can be set to transfer calls to a live representative under specific conditions.
Q: Are re-billing options available for reselling the AI Voice Agent tool?
Yes, re-billing options are available. Consult your team to set up and implement this feature.
Q: Does this system integrate with external phone services?
Currently, AI Voice Agent capabilities are optimised for integrated phone systems and may not support direct external telephony providers.
