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
  
• When creating an agent, select your Call Flow. For this example, we will select Prompt & Qualify.

• Enter your business's unique prompt under 'Prompt'. To help build your prompt, use the SalesAi Prompt Builder linked here.
• Next, input your business's Required Qualifiers and your Knowledge Base URL to further inform the Ai agent.
  
  
• Next, select your desired Call to Action. This step will be the same for all Call Flows. Choose between 'Book a Meeting' or 'Live Transfer'. 
  • When selecting 'Book a Meeting,' you'll have the option to choose between Round-Robin and 1:1 bookings. 
  • Whereas selecting 'Live Transfer' will give you the option to transfer to a specific department.
    
• Within the Call Flow, you'll have the option to add a 3rd Party Webhook to integrate with existing tools and systems.
• Before moving to the next step in creating an agent, you'll have the option the select 'Double Call.' This will trigger the agent to dial two calls if unanswered, instead of just one.
• Click Next
• Review the Settings for your Agent and click the green Create Agent button at the bottom.