Voice Agent Setup
Your voice agent is the AI that handles calls and chats for your business. Here’s how to create and configure one.Create an Agent
1
Go to Agents
Navigate to Dashboard → Agents and click Create Agent.
2
Name your agent
Give it a descriptive name (e.g., “Front Desk Agent” or “Sales Assistant”). This is internal — callers won’t see it.
3
Choose a voice
Select from available voice options. You can preview each voice before selecting. Options vary by accent, gender, and tone.
4
Set the greeting
Write the first thing your agent says when answering a call:
“Hi, thanks for calling Acme Dental! I’m here to help with appointments, hours, or any questions. How can I help you today?”
5
Add instructions
Tell the agent how to behave. Be specific:
- What services can it book?
- What questions should it ask?
- When should it transfer to a human?
- What info should it collect?
6
Save and activate
Click Save to create the agent. Toggle it to Active to start receiving calls.
Agent Configuration
Personality & Tone
Configure how your agent communicates:Instructions Best Practices
Good instructions include:- Role: “You are a receptionist for a dental clinic”
- Tasks: “Book appointments, answer FAQs, provide hours and directions”
- Boundaries: “Don’t give medical advice. Transfer to a human if asked about pricing for complex procedures”
- Data collection: “Always ask for the caller’s name and phone number before booking”
Call Handling
Configure what happens in different scenarios:Transfer Rules
Set conditions to transfer calls to a human (e.g., “transfer if caller asks for manager”)
After-Hours
Custom message or voicemail when outside business hours
Fallback
What to do when the agent can’t help (e.g., take a message, transfer)
Max Duration
Set a maximum call duration to manage credit usage
Testing Your Agent
Before going live, test your agent:- Click Test Call on the agent page
- Ringyo will call your phone so you can interact with the agent
- Review the transcript and adjust instructions as needed
Next Steps
- Knowledge Base — train your agent with FAQs
- Phone Numbers — connect a phone number