Customizing Your Agent
Fine-tune how your AI agent sounds, what it says, and how it behaves.
Editing Your Agent
- Go to Dashboard > Agents
- Click on the agent you want to edit
- Make your changes
- Click Save
Voice Settings
Changing the Voice
To switch to a different voice:
- Click on the voice selection area
- Browse and preview available voices
- Select a new voice
- Save your changes
Adjusting Speed
Use the speaking speed slider to control pace:
- Slower — Better for detailed information (pricing, addresses)
- Normal (1.0x) — Best for most conversations
- Faster — Good for simple, quick interactions
Listen to a few test calls after changing the voice or speed. What sounds good to you might sound different on the phone.
Status: Active vs. Draft
Your agent has two modes:
| Status | What It Means |
|---|---|
| Active | Agent is live and will answer calls |
| Draft | Agent won’t answer calls (use for setup/testing) |
Toggle between Active and Draft by clicking the status badge on the agent page.
Writing a Great Greeting
Your greeting is the first thing callers hear. Make it natural and include your business name:
Good greetings:
“Hi, thanks for calling Smith Plumbing! This is Sarah, how can I help you today?”
“Good morning, you’ve reached Johnson HVAC. This is Alex. What can I do for you?”
“Thanks for calling City Electric! How can I help?”
Tips for greetings:
- Keep it under 2 sentences
- Always include your business name
- Sound warm and welcoming
- End with an open question
Writing Effective Instructions
Instructions tell your agent how to behave. Think of it as training a new employee.
What to Include
Your personality guidelines:
“Be friendly and professional. Use a conversational tone.”
How to handle common scenarios:
“For emergency calls, emphasize same-day service. For routine appointments, try to schedule them this week.”
What NOT to do:
“Never promise an exact arrival time. Always say ‘between 2-4 PM’ or similar.”
When to transfer:
“Transfer to the owner if the caller asks for a manager, has a complaint, or needs a quote over $500.”
Example Instructions for a Plumber
You are Sarah, a friendly receptionist for Smith Plumbing.
When someone calls:
- Ask how you can help
- For service requests, get the type of issue and try to schedule an appointment
- For emergency calls (flooding, no hot water, burst pipe), offer same-day emergency service
- For pricing questions, give starting prices but mention that final quotes depend on the job
- If someone wants to speak to a plumber, offer to take their info and have someone call back
Services and pricing:
- Drain cleaning: starts at $150
- Water heater repair: starts at $200
- Faucet installation: starts at $100
- Emergency service: $250 minimum (available 24/7)
Business hours: Monday-Friday 8 AM to 6 PM Emergency service: Available 24/7
Deleting an Agent
If you no longer need an agent:
- Go to Dashboard > Agents
- Click the menu icon on the agent
- Select Delete
- Confirm the deletion
Deleting an agent is permanent. Any phone numbers assigned to it will need to be reassigned.