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      Ai Voice: Agents - Create a New Agent

      This guide provides a step-by-step process for creating an outbound agent in SalesAI, making it easy for users to set up agents tailored to their specific requirements, enhancing their sales strategies. Scroll through the steps below to get started:

       

      Not a visual learner? No problem!
      Here’s a straightforward, step-by-step guide in text form:

      1. Navigation & Initialization

      • Step 1–3: Access the SalesAi dashboard, go to AI Voice, then Agents, and click Create Agent in the top right.

      2. Step 1: Select Agent Type

      • Choose between Inbound or Outbound agents based on your use case.

      • Click Next to proceed.

      3. Step 2: Configure Agent Details

      • Agent Label: Internal name for your reference (e.g., “Warm Leads - June”).

      • Language: Filters available agent voices but does not limit the speaking language.

      • Phone Number: Select from numbers purchased via Twilio.

      • Voice: Choose a voice persona (e.g., Alexa, Nat, Derek). You can preview each voice sample.

      • Interrupt Sensitivity: Set from 1–5 (recommended: 2).

      • AI Creativity: Controls script flexibility (recommended: 2 for close script adherence).

      4. Step 3: Set Up Call Flow

      • Choose a Call Flow Type:

        • Prompt & Qualify

        • Prompt Based

        • Script Based

      • Optionally, input a Knowledge Base URL for dynamic responses.

        • Wait for the green spinner to finish before moving on.

      • Input the main Prompt for the agent.

      • Insert Objection/Question Talk Tracks (ensure objections are only placed here, not in the prompt).

      5. Customization Options

      • Custom Fields: Use the double arrow icon to insert dynamic fields (e.g., contact_first_name).

      • Call to Action (CTA):

        • Enable toggle to select CTA options like:

          • Book a Meeting

          • Live Transfer

          • Live Transfer via Number Directory

        • Option to add a secondary CTA.

      • Webhooks: Add a 3rd Party Webhook to push call logs to your CRM.

      • Double Call (Outbound only): Enable to auto-redial if the first call is missed.

      6. Step 4: Final Review

      • Summary of your agent settings includes:

        • Agent type

        • Voice

        • Number

        • Interrupt Sensitivity

        • AI Creativity

        • Call Flow type

      • Click Create Agent to finalize.