Before you start
At the top, choose the advisor whose agent you want to set up.
1. Choose tone and voice
Open Manage › Agents and scroll to Agent configuration. Choose the Tone, for example Formal, the Language and the Voice.
2. Set how the agent talks
- Reveal advisor name to callers: Your agent says who it works for.
- Ask callers for their email address: Choose Never, Once or Always ask.
Click Save.
3. Try it out
Call the advisor's number and listen to how your agent sounds.
Frequently asked questions
No, there are no custom scripts or prompts. You control your agent with the settings in this article and with the agent skills.
Yes. Under Language you choose the main language from 13 languages. Under Additional languages you set which languages your agent switches to if the caller asks.
Yes, it introduces itself as a digital assistant right from the start.