Sub Account - Agents Overview

Modified on Fri, Mar 14 at 3:59 PM

Sub Account - Agents Overview

This guide provides an overview of AI Agents in your Voicemetrics Sub-Account and how to configure and interact with them.

1. Configure/Update AI Agent

To set up or modify an AI agent, follow these steps:

  • AI Agent Name: Assign a name to the AI agent for easy identification.

  • Greetings: Define the first message that the AI agent will use to start the conversation.

  • Knowledge Base: Use the system prompt to configure the context, role, personality, instructions, and other aspects of the AI agent's behavior.

2. Talk with AI Agent

  • Initiate a Web Call to communicate with the AI agent in real-time and test its functionality.


3. Calls

Access and review all call logs related to your AI Agents in this section. Each call log includes the following details:

  • Overview

  • Summary

  • Transcript

  • Call Recording

You can Filter Call Logs by selecting a specific AI Agent or scroll through the logs to review historical interactions.

4. Phone Numbers

Manage Phone Numbers synced from your voice provider accounts, such as VAPI, Bland, or Retell. Assign an AI Agent to each phone number based on the call type:

  • Outbound Calls: Assign one AI Agent per number.

  • Incoming Calls: Assign one AI Agent per number.

This setup ensures seamless interaction and efficient management of your AI-enabled voice services.




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