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Agent Settings

Your agent’s behavior is controlled by several key settings in the dashboard.

Business Name

The name your agent uses when answering calls. For example: “Thank you for calling Acme Equipment Rental…”

Instructions

Custom instructions that guide how your agent responds. Be specific about:
  • Your business focus (e.g., “We specialize in construction equipment”)
  • Common customer needs
  • Pricing policies
  • How to handle special requests

Voice Selection

Choose from several natural-sounding voices:
VoiceDescription
CedarWarm, professional male voice
AlloyClear, neutral voice
EchoFriendly, approachable voice

Welcome Message

The first thing callers hear. Keep it brief and professional:
“Hello, thanks for calling Acme Equipment Rental! I’m your AI assistant. How can I help you today?”

Best Practices

Be specific about what your agent should and shouldn’t say. Include examples of common scenarios.
Call your agent periodically to ensure it’s handling calls the way you expect.
Check call transcripts in your dashboard to identify areas for improvement.

Next Steps

Upload Knowledge Base

Add your equipment catalog so the agent can answer pricing questions