Creating an AI Agent - Can be added to agency website - Able to update UI colors, avatar, etc.

1. Identity Configuration

• Name your AI

  • Enter a name for your AI agent that reflects its purpose. Example: "Jill the Assistant".

• Voice Selection

  • Choose a voice for your AI. In this example, we select "Aaliyah".

  • Optionally, create a voice clone if you want a personalized voice.

• Avatar Upload

  • Upload an image for your AI's avatar. This helps personalize the AI for users.

• Privacy Settings

  • Choose the privacy level for your agent:

    • Public: Anyone can talk to and clone this agent.

    • Unlisted: Only people with the link can interact with it.

    • Private: Restricted access for selected users.

2. Personalization Questions

• Purpose of AI Voice Agents

  • Question: "Why do you want to use AI voice agents?"

  • Example Answer: "For my business and my clients."

• Empowerment Capabilities

  • Question: "What would having AI voice agents empower you to do?"

  • Example Answer:

    • Send Emails

    • Book Calendar

    • Make Outbound Calls

    • Answer Calls

    • Remind me of Todos List

• Current Management

  • Question: "How are you currently managing without AI voice agents?"

  • Example Answer: "Manually tracking tasks and schedules using spreadsheets and emails."

• Preferred Interface

  • Question: "Are you looking to use our API or the Dashboard?"

  • Example Answer: "API"

3. Behavior Configuration

• Agent Greeting

  • Set the greeting message that your agent will use to start every conversation.

    • Example: "Hi, This is Jill. How can I assist you today?"

• Agent Behavior

  • Choose the behavior mode:

    • Professional Use Case: Configured to be more polite, formal, staying on task, and assisting.

    • Character Use Case: Configured to assume and impersonate identity.

    • Super Chatty: For casual, laid-back conversations, like talking to a friend.

  • In this example, select "Professional Use Case".

4. Knowledge Configuration

• Dynamic Context

  • Current Date & Time: Ensure this option is checked to provide the current date and time information.

  • Timezone: Select the correct timezone (e.g., GMT-07:00 Mountain Time).

  • Caller Information: Add knowledge about the user’s phone number or email when available.

5. Customization Options

• Interface Customization

  • Navigate to the "Appearance" or "Customization" tab in your AI agent's settings.

• Color Scheme

  • Primary Color: Choose the main color for your AI agent's interface.

  • Secondary Color: Choose an additional color to complement the primary color.

  • Background Color: Select a background color for the interface.

• Fonts

  • Font Style: Choose a font style for the text displayed by your AI agent (e.g., Arial, Times New Roman, Roboto).

  • Font Size: Adjust the font size for better readability. Options may range from small to large.

  • Font Color: Select the color for the text.

• Button Styles

  • Button Color: Choose a color for buttons in the interface.

  • Button Text Color: Select a color for the text on buttons.

  • Button Size: Adjust the size of the buttons for better user interaction.

• Text Customization

  • Greeting Text Color: Choose a color for the greeting text.

  • Message Text Color: Select a color for the general message text.

  • Link Color: Choose a color for hyperlinks.

• Interface Layout

  • Chat Bubble Style: Customize the appearance of chat bubbles (e.g., rounded corners, shadow effect).

  • Spacing and Padding: Adjust the spacing and padding around elements for a cleaner layout.

6. Actions Configuration

• Action Capabilities

  • Enable the following actions for your AI agent:

    • Send Emails

    • Book Calendar

    • Make Outbound Calls

    • Answer Inbound Calls

    • Remind me of Todos List

    • Extract Data from Calls

    • Answer Questions from Knowledge Base

  • If you have predefined actions created, select the ones you want your agent to have access to. Actions are functions that instruct agents what other tools and data sources to interact with.

  • If there are no actions created yet, you can create them in the 'Actions' tab later.

7. API Access

• Credentials

  • Your user ID will be displayed. Copy it for your records.

  • Click "Generate Secret Key" to create a secret key for your agent.

  • Use the API documentation link for detailed integration steps.

8. Deployment

• Deploy Agent to Phone

  • If you have a paid plan, you can deploy your AI agent to a phone number. Click "Add a phone number" and follow the instructions. This service typically costs $2.00/month plus charges for minutes spoken.

• Finalize and Create

  • After configuring all settings, click "Create" to finish setting up your AI agent.

Summary of AI Agent Features

• Name: Jill the Assistant

• Voice: Aaliyah

• Avatar: Personalized image

• Privacy: Public (modifiable)

• Greeting: "Hi, This is Jill. How can I assist you today?"

• Behavior: Professional Use Case

• Dynamic Context: Current date and time, timezone (GMT-07:00 Mountain Time), caller information

• Customization:

  • Color Scheme: Primary, Secondary, Background colors

  • Fonts: Style, Size, Color

  • Button Styles: Color, Text Color, Size

  • Text Customization: Greeting, Message, Link colors

  • Interface Layout: Chat Bubble Style, Spacing, Padding

• Actions:

  • Send Emails

  • Book Calendar

  • Make Outbound Calls

  • Answer Inbound Calls

  • Remind me of Todos List

  • Extract Data from Calls

  • Answer Questions from Knowledge Base

• API Access: Enabled with generated secret key

• Personalization Questions:

  • Purpose of AI Voice Agents

  • Empowerment Capabilities

  • Current Management

  • Preferred Interface

This comprehensive setup ensures that your AI agent is professional, efficient, visually appealing, and capable of providing high-quality assistance. Adjust configurations as necessary to tailor the agent to your specific requirements.