Agents

Agent Configuration

10min


Creating an AI Agent

Add New Agent

  • Click the "Add New Agent" icon.
  • Click "Manual Creation"

Name Your Agent:

Enter a unique name for your agent. This name will be used to refer to your assistant in interactions and settings.

Select Creativity Level:

This setting controls how predictable or varied your agent’s responses will be.

Choose an AI Model:

Select an AI model that suits your needs. Below are the available models and their strengths and weaknesses:

  1. BASE:
    • The original, follows scripts/procedures most effectively.
    • Supports all features and capabilities.
    • Best for Custom Tools.
  2. ENHANCED:
    • Much faster latency and very conversational, works best with objective-based prompts.
    • Supports all features and capabilities.
  3. TURBO:
    • The absolute fastest latency possible, can be verbose at times.
    • Limited capabilities currently (excludes Transferring, IVR navigation, Custom Tools).
    • Extremely realistic conversation capabilities.
  4. GPT-4:
    • Slow but accurate.
    • Supports all features and capabilities.
    • Best for complex tasks where latency isn’t a priority.
    • 

Select a Voice:

Choose a voice from the available options to give your assistant a distinct persona. Listen to samples and select one that aligns with your brand and audience.

Write Your Agent Prompt/Script

Write the script or prompt that your agent will use during calls.

Add a Tag

Add a tag to help organize your agents.

Setting Up Insights

Insights help you capture and organize key information from each call. Here’s how to set them up:

Insights capture specific data from each call that your agent handles, making them easy to configure and use.

  1. About Call
    • Describe the purpose of the call.
    • Example: "This call is to determine if the customer is interested in receiving a cash offer for their property."
  2. Question
    • Define the specific question you want the AI to answer.
    • Example: "Is the user interested in getting a cash offer for their home?"
  3. Name
    • Assign a short, descriptive name to identify the question.
    • Use a single word such as "interest."
  4. Type
    • Specify the type of response you expect.
    • Choose from Text, Number, or True/False.
  • Interest in Offer
    • Question: Is the user interested in the offer?
    • Name: interest
    • Type: True/False
  • Collecting User Feedback
    • Question: How satisfied is the user with our service?
    • Name: satisfaction
    • Type: Text
  • Measuring Call Duration
    • Question: How many minutes did the call last?
    • Name: call_duration
    • Type: Number

By setting up these insights, you can ensure that your agents gather and record essential data from each call, helping you analyze and improve your processes.

Configuring Voicemail

  1. Leave a Message
    • Click "Leave a message."
  2. Set Voicemail Message
    • Click the "What the bot says on the voicemail" field.
    • Type your voicemail message.
  3. Telephone Field
    • Click the telephone field.

Finalizing

  1. Create Agent
    • Click "Create Agent."



Updated 04 Jun 2024
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