Step 1: Create an agent
Go to 'Agents':
Go to the sidebar and click on the "Agents" tab.
Create a new agent:
Click on the "Create new" button, after which you'll see this popup. Choose a template or start from scratch.
If you start from scratch
If you start from scratch
Choose to either receive inbound calls or make outbound calls
Inbound:
Your agent will be set up for inbound calls. Example use case: you create an inbound agent and connect a phone number to it. Then, you add the phone number to your website. People call that phone number and the AI phone agent will pick up.
Outbound:
Your agent will be set up for outbound calls. Example use case: you create an outbound agent to call people who filled out your lead form. After submitting, the agent calls the lead and qualifies them.
P.s. You don’t need a new phone number for outbound—use the number
from an inbound agent you already have. Or connect a new one if you want.
2. Choose a simple or advanced agent
Simple agent:
Ideal for straightforward tasks. Examples:
1. Answer a limited set of questions.
2. Call customers about restocked products.
3. Remind people of their upcoming appointments.
Advanced agent:
Ideal for complex tasks. Examples:
1. Lead customers through detailed chats.
2. Answer many types of questions.
3. Help with multi-step tasks and support.
Step 2: Customize voice and language
Choose the language, voice, and some other voice settings for your AI phone agent.
Note: every voice can be paired with any language. However, some voices will pair better with certain languages, so I recommend to experiment with different voice-language combinations.
Details about advanced voice settings
Details about advanced voice settings
We’ve already made the voices sound pretty awesome, so there’s not much need to change them too much. But if you do, here's what you can do:
Background sounds: This will add a background sound to the call to make experience more realistic.
Voice speed: How fast the agent speaks. A higher value means that the agent speaks faster.
Responsiveness: How fast the agent responds after a customer says something. A lower value means the agent responds slower.
Voice stability: How stable the voice is. Higher value means more speech variation.
Backchanneling: Agent says phrases like "yeah", "uh-huh" when someone is speaking to show interest.
Step 3: Add instructions to your agent
Insight: Our top 10% users make 7x more adjustments to the instructions compared to the other 90%.
Instructions are what makes or breaks your agent. We added some instruction templates in as well to get your juices flowing. Learn more about instructions
Simple agents only have general instructions you can add:
and Advanced agents also have conversational flow steps:
Step 4: Let your agent call you!
Here's where the real magic happens – make a call with your agent! Fill in your own phone number and hit 'Call me'.
Don't worry, you don't need to spend a single dime to use this. You have 10 free call minutes, even without connecting a phone number to your agent.
Since steps 5 and 6 are quite detailed, we created a separate guide and included the links them below.