Setup AI Agent

Setup AI Agent

Welcome to your AI Agent setup journey! This guide will walk you through creating a virtual agent that represents your business professionally and handles calls intelligently.

Configure Your AI Agent

1. Begin by logging into your account portal, selecting "AI Agent" from the menu, and clicking "Add AI Agent".


2. In the setup wizard, you'll create your agent's profile:

- Agent Name - Choose a unique name that represents your business (once used, this name cannot be reused)
- Extension Number - Assign a unique extension for your virtual agent
- Company Website - Enter your website URL to allow our system to automatically gather information about your business
- Description - Add internal notes about this agent (For your information only! this will not affect your AI Agent)
- Welcome Message - Craft the greeting callers will hear when your AI Agent answers
- Voice Selection - Choose a voice that represents your brand (available in both English and Spanish)


3. After clicking "Next," our intelligent system will scan your website to build your agent's knowledge automatically. Building agents depends on how large your website so check back periodically to see the progress. 


Refine Your AI Agent

Once your agent has been built its time to fine tune it to work for you. start by clicking the Pencil icon after the 

Company Information

details about your business that callers frequently ask about. Your AI Agent will be prepared to answer questions using this information.



Services & Products

Add up to 20 services and 20 products with descriptions. Your AI Agent will be able to explain your offerings to callers, transfer them to appropriate team members, or provide additional information based on the caller's needs.



Business Hours

Set your operating schedule so your AI Agent knows when team members are available. Add special notes about lunch hours or after-hours availability.


Frequently Asked Questions

Enter up to 20 common questions with their answers to handle routine inquiries efficiently.

Info
If you need more than 20 FAQs you may need a Knowledgebase for your Agent. Contact your sales representative to get a knowledgebase configured. 

Team Directory

Add team members that you want your agent to know about. 

Info
This information is not used for routing calls but can be used for context if someone asks about the President or CEO of your company. 


General Knowledge

This powerful section allows you to customize your agent's personality



Company Specialties

Highlight what makes your business unique so your AI Agent can effectively communicate your competitive advantages.


Call Routing Rules

Create intelligent routing by associating keywords with specific team members or departments. For example, connecting words like "billing" or "accounting" to your finance person. Transfer by Name will follow the "Announce in Audio Directory" setting on a user's Profile


Enable Automated Actions

Take your AI Agent beyond call routing with powerful integrations that allow callers to:

  • Schedule appointments
  • Request information
  • Submit support tickets
  • And more!



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