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Agent Configuration 

Learn how to build, customize, and deploy a personalized AI sales agent within the Recal platform. This guide covers everything from adjusting personality and voice settings to managing meeting availability and assigning knowledge base assets.

Scroll through the steps below to begin building your agent! 

 

Not a visual learner? No worries! Follow the step-by-step instructions below: 

Step 1: Open SalesAi

  1. Navigate to the SalesAi platform.
  2. From the left sidebar, click My Agents.
  3. Click Create Agent in the top-right corner.
  4. In the popup:
    • Select Build Your Own
    • Click Create Agent

The setup process contains 5 categories:

  1. Agent Profile
  2. Configuration
  3. Actions
  4. Tools
  5. Knowledge

Step 2: Configure the Agent Profile

Add Basic Agent Information

  1. Open the Agent Profile tab.
  2. Fill out:
    • Internal Name
    • Agent Name
    • Job Title

Recommended Job Titles

  • Generalist
  • Sales Specialist
  • Customer Experience Rep

Important: The Agent Name is what customers will hear during calls.

Configure Agent Personality

Adjust personality sliders/settings for:

  • Response Length
  • Helpfulness
  • Confidence
  • Emotional Temperature
  • Friendliness
  • Emotional Awareness
  • Energy
  • Curiosity

Choose settings that best fit your use case and communication style.

Step 3: Configure Agent Prompts

  1. Open the Configuration category.
  2. Select Prompts.

Fill out the following sections:

Objective / Goal

Define:

  • The agent’s primary purpose
  • What success looks like
  • Responsibilities during conversations

Call Context & Purpose

Explain:

  • Why the agent is calling
  • The framework for the conversation
  • Desired outcomes

Objection & Question Responses

Add guidance for:

  • Common objections
  • Pushback handling
  • FAQ responses
  • Hesitations

Guardrails & Avoidance

Specify:

  • Things the agent should NOT say
  • Restricted topics
  • Behaviors to avoid

Optional: Add Dynamic Fields

Use the {} button to insert custom variables such as:

  • First Name
  • Last Name
  • Email
  • Phone Number
  • Company

Step 4: Configure Voice Settings

  1. Click Voice at the top.

Set Languages

Choose:

  • Default language
  • Optional secondary language for bilingual support

Select Voice Avatar

Pick a voice/avatar that matches:

  • Agent identity
  • Gender
  • Tone
  • Use case

Configure Opening Messages

Add:

  • Inbound opening message
  • Outbound opening message

These are the first things callers hear.

Step 5: Configure Advanced Voice Settings

  1. Click Advanced Voice Settings.

Optional Noise Controls

Enable or adjust:

  • Background ambience
  • Noise suppression
  • Thinking noise

Adjust Voice Performance Sliders

Configure:

  • Similarity
  • Stability
  • Speed
  • Turn Timeout
  • Force Turn Timeout
  • Interrupt Sensitivity
  • False Interruption Sensitivity
  • Consecutive Speech Delay
  1. Click Save Changes when complete.

Step 6: Configure Actions

  1. Open the Actions category.

You can configure:

  • Book a Meeting
  • Live Transfer

If the agent is informational only, you can skip this section.

Step 7: Configure “Book a Meeting”

Enable Book a Meeting and configure:

  • Meeting Title
  • Meeting Description
  • Calendar Connection
  • Booking Mode
  • Meeting Location
  • Time Zone
  • Meeting Duration
  • Notice Time
  • Meeting Buffer

Set Calendar Availability

  1. Choose available days and times.
  2. Use:
    • Trash icon → remove hours
    • + Add Hours → add additional availability
  3. Click Save.

Step 8: Configure Live Transfer

Enable Live Transfer and configure:

  • Transfer phone numbers
  • Call routing
  • Transfer type
  • Warm transfer prompt (if applicable)

Click Save when finished.

Step 9: Set Primary Call-to-Action

  1. Select the primary CTA.
  2. Toggle on:
    • Book Meeting
    • Live Transfer
    • Or both

Green highlight = active.

Step 10: Configure Tools (Optional)

  1. Open the Tools category.
  2. Optional:
    • Paste a post-call webhook URL

If you do not use webhooks, continue to the next section.

Step 11: Add Knowledge Assets

  1. Open the Knowledge category.
  2. Assign knowledge sources from the Knowledge Library.

You can:

  • Attach existing assets
  • Upload new documents
  • Add URLs

This information powers the agent’s responses.

Step 12: Assign a Phone Number

  1. Click Select a Phone Number in the upper-right corner.
  2. Search or browse available numbers.
  3. Select a number.
  4. Click Assign Phone Number.

Step 13: Save the Agent

  1. Click Save Changes in the top-right corner.
  2. Your AI agent is now configured and ready for deployment.

Recommended Best Practices

Based on the configuration guide and your role, here are high-impact recommendations:

Prompting Best Practices

  • Keep Objective/Goal concise but outcome-focused.
  • Add clear objection handling examples.
  • Use guardrails aggressively to reduce hallucinations.

Voice Best Practices

  • Use moderate Stability + Similarity for natural conversations.
  • Keep Speed slightly slower for support/customer education calls.

Knowledge Base Best Practices

  • Upload:
    • SOPs
    • FAQs
    • Webinar scripts
    • Product documentation
    • Call scripts

AI Optimization Ideas

Given your focus on webinars, resources, and community enablement:

  • Build separate agents for:
    • Webinar registration outreach
    • Customer onboarding
    • Resource recommendation
    • FAQ handling
    • Community engagement
  • Use webhook integrations to:
    • Trigger HubSpot workflows
    • Log call outcomes
    • Track webinar RSVPs automatically