How to Create a Voice Agent in SalesAi

Follow this guide to create your own Voice Agent that can start calling or receiving calls.

• Click on the AI Voice tab at the bottom of the left-hand menu
• Click on Agents
  
  
• Click Create Agent at the top-right
• Select your Agent Type and then click Next
  • Inbound will always be active to receive incoming calls
  • Outbound will only be able to call out through sequence actions
• Select the Voice and Number for your AI agent.
  
  
• You can listen to a sample of the voice and adjust the Interrupt Sensitivity and AI Creativity below. Click Next
  
• Select your Call Flow (Prompt Based).
• Enter in your Hook Statement
   
• If you are Booking a Meeting, you will need to select the Booking Mode
   
• You will also need to select the who the contact is booking with if selecting 1:1
  
• You may include a knowledge base right in the Agent for it to pull information from. This can be a link or a file upload.
  
• If you want the Agent to perform a Live Transfer you may adjust the settings here.
  
• For Integrations, you can have your Agent send post-call information to your CRM. This would need to be sent to a CatchHook. Zapier has webhook functionality so make sure your application can integrate with it.
  
• Click Next
• Review the Settings for your Agent and click the green Create Agent button at the bottom.