Complete Guide to Creating Voice AI Agents in Scalendo
Overview
This support article provides comprehensive instructions for setting up Voice AI Agents within the Scalendo platform. The guide covers the entire creation process, from initial setup through configuration and deployment.
Key Steps for Creating a Voice AI Agent
Initial Setup
Users begin by navigating to AI Agents > Voice AI and clicking the "+Create Agent" button. They can either build from scratch or select from prebuilt marketplace templates.
Configuration Phases
The setup involves three main tabs:
- Agent Details Tab - Users configure the agent's name, business name, voice selection, timezone, and language model preferences. The guide notes that "Advanced Settings" allow customization of call settings, agent behavior, transcription, and speech preferences.
- Agent Goals Tab - Two modes are available:
- Basic Mode simplifies setup with minimal prompting
- Advanced Mode offers detailed instructions and personality traits through custom prompts
- Phone and Availability Tab - Users assign phone numbers and configure working hours for the agent.
Testing and Deployment
The article emphasizes testing functionality during creation, allowing users to receive test calls before going live. For inbound agents, users can either publish a dedicated phone number or embed a chat widget on webpages using tel: links for click-to-call functionality.
Important Notes
- Access requires proper role-based permissions
- Deleting agents is permanent; removing phone numbers instead keeps agents dormant
- Post-call actions include workflow triggers, SMS, contact field updates, and email notifications