How to 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.

Getting Started in 4 Easy Steps

1. Configure Your AI Agent
2. Customize Knowledge Base
3. Set Up Automated Actions
4. Select Your Plan

Step 1: Configure Your AI Agent

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

Step 2: Customize Your AI Agent's Knowledge Base

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)

After clicking "Next," our intelligent system will scan your website to build your agent's knowledge base automatically.

Our system will pre-populate much of this information from your website, but you can refine everything to ensure perfect accuracy and you will see the following screen:

Please note, there might be times that the AI Agent doesn't understand how to pronounce certain words or phrases. In the General Content you might need to tell it how to pronounce certain words. For Example, “Telware is pronounced tell-wear”

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.

Team Directory

Add team members and their departments so your AI Agent can direct calls appropriately.

General Knowledge

This powerful section allows you to create custom responses and behaviors using "if/then" instructions. For example: "If someone asks about pricing, then explain our three-tier model..." 

An example of a prompt: If a caller mentions having technical difficulties, connection problems, software errors, or needs help troubleshooting any product, then inform them our technical support team can assist, ask if they would like to be transferred, and route them to the Technical Support department at extension 2001.

When implemented, your AI Agent would recognize these triggers and respond with something like: "I understand you're experiencing technical issues. Our dedicated Technical Support team can help solve this problem. Would you like me to transfer you to them now?"

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.

    If you want to add more routes, you will have to save the first one before moving onto the second one.

Step 3: 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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