Build Your Voice AI Agent

User guide for configuring Voice AI agent for AI led calling campaigns.

Updated January 30, 2026

Introduction

The "Build Your Agent" flow enables users to configure and customize a Voice AI agent to handle customer interactions effectively. This guide provides a detailed breakdown of each configuration setting, explaining its purpose and how to use it.

1. Enter a Name for the Voice AI Agent

  • Description: Assign a unique name to your AI agent for easy identification.

  • Purpose: Helps differentiate multiple agents, especially when managing several AI-powered conversations.

  • How to Use: Type a suitable name in the input field.

2. Select a Tone for the Agent

  • Description: Defines the overall communication style of the AI agent.

  • Available Options:

    • Casual

    • Professional & Formal

    • Friendly & Conversational

    • Persuasive & Sales-Driven

    • Empathetic & Supportive

  • Purpose: Ensures that the agent communicates in a manner suited to the use case (e.g., professional for customer support, persuasive for sales calls).

  • How to Use: Choose a tone from the dropdown menu.

3. Agent Description

  • Description: Defines the agent’s persona, role, company, and experience.

  • Purpose: Helps structure responses that align with the agent's background and expertise.

  • How to Use: Enter a custom description or select from predefined/saved agent descriptions.

  • Best Practices:

    • Clearly define the agent’s role and industry.

    • Specify expertise level (e.g., experienced support representative).

    • Maintain consistency with the selected tone.

    • Use concise yet descriptive language.

4. Conversation Goal

  • Description: Specifies the primary objective of the conversation.

  • Purpose: Guides the agent's responses to align with the expected outcomes.

  • How to Use: Input a goal manually or choose from predefined/saved goals. You can also insert variables like {customer_name}, {mobile_number} to personalize conversations.

  • Best Practices:

    • Clearly define the end objective (e.g., resolve a support issue, collect feedback).

    • Keep the goal concise but specific.

    • Use action-oriented language.

    • Align with the use case (e.g., sales, support, collections).

5. Temperature

  • Description: Controls the creativity of the agent’s responses.

  • Purpose: Lower values make responses more structured and predictable, while higher values introduce variation and creativity.

  • How to Use: Adjust the temperature using a slider or input a value (e.g., 0.2 for structured responses, 0.8 for more variation).

6. Call Opening

  • Description: The script the agent follows to start a conversation.

  • Purpose: Ensures a structured and professional call opening.

  • How to Use: Enter a custom script or use a predefined one.

  • Best Practices:

    • Keep it short and engaging.

    • Clearly introduce the agent and purpose of the call.

    • If applicable, personalize with variables.

    • Ensure a smooth transition into the main conversation.

7. Call Closing

  • Description: The script the agent follows to end a conversation.

  • Purpose: Ensures a smooth and professional call closure.

  • How to Use: Enter a custom script or use a predefined one.

  • Best Practices:

    • Summarize key points discussed.

    • Thank the customer for their time.

    • Provide next steps if required.

    • Keep the closing brief and polite.

8. Traits

  • Description: Defines personality attributes of the agent.

  • Purpose: Makes the conversation style consistent with the agent’s persona.

  • How to Use: Enable/disable predefined traits or add custom ones.

  • Best Practices:

    • Align with the tone and industry.

    • Use adjectives that describe behavior (e.g., empathetic, assertive).

    • Avoid conflicting traits (e.g., formal yet casual).

9. Initial Language

  • Description: Defines the language in which the agent initiates the conversation.

  • Purpose: Ensures localization and user comfort.

  • How to Use: Select a language from the dropdown menu.

10. Agent Voice

  • Description: Selects the voice that the agent will use.

  • Purpose: Personalizes the conversation experience.

  • How to Use: Choose from available voice options.

11. Maximum Call Duration

  • Description: Sets a time limit for the conversation.

  • Purpose: Ensures calls remain concise and efficient.

  • How to Use: Input the maximum duration (e.g., 5 minutes).

12. Call Direction

  • Description: Determines whether the call is inbound or outbound.

  • Purpose: Helps categorize and manage different types of call interactions.

  • How to Use: Select either "Inbound" or "Outbound."

13. Knowledge Base

  • Description: Provides reference material for the agent to answer factual questions.

  • Purpose: Ensures the agent has accurate information when responding to queries.

  • How to Use: Add documents, links, or paste text.

  • Best Practices:

    • Keep knowledge base information structured and concise.

    • Use clear headings and bullet points for readability.

    • Ensure data is up-to-date.

14. Test Your Agent

  • Description: Allows users to test the configured agent before deploying it.

  • Purpose: Ensures the agent behaves as expected.

  • How to Use: Click "Test Your Agent" to initiate a phone or web call with the agent.

15. Save Agent

  • Description: Saves the configured agent for future use.

  • Purpose: Ensures the agent configuration is stored for editing, deploying, or deleting later.

  • How to Use: Click "Save Agent" to finalize the setup.

Was this article helpful?