Transforming Customer Interaction: Creating and Testing Your First Voice AI Agent

Title: Transforming Customer Interaction: Creating and Testing Your First Voice AI Agent

Hey y'all, I'm Bridget Bartlett from My Vision Agency, and I'm excited to share with you how to create your first voice AI agent. In this training session, I'll guide you through crafting and testing a voice prompt with ease, all within your high level account.

Getting Started with Voice AI

To begin, access your high level account and navigate to the AI agents section to create your first agent. If you're new to high level, visit myvisionagency.com to set up an account or join our reseller program if you're an existing customer. You can also join our free community for Open Office Hours and resources like 60+ AI tools and 500 free leads.

Naming and Voice Selection

Once you're set up, it's time to name your agent – let's call ours Cindy for this tutorial. You'll also input your business name, select a language, and choose the voice that best suits your AI's personality. Feel free to test different voices to find the perfect match.

Setting Up Agent Features

Adjust settings such as time zone and initial message, which is customizable with your business name and tone. Additionally, handle advanced functions, considering costs for phone service, AI credits, and features like call time limit and response speed.

Integrating Knowledge Base

Link a relevant knowledge base to your agent, ensuring it can provide accurate information about your services, products, and contact details. This integration helps the AI respond appropriately to inquiries using either links or FAQs.

Customization and Follow-ups

Decide what information the agent should gather, like names and issues, and set up detailed follow-up actions post-call, including email notifications and workflows.

Switch to advanced mode to customize prompts, allowing Cindy to perform tasks like booking appointments, handling inquiries, or even selling services independently.

Creating and Testing Prompts

To create a custom prompt, we use my custom GPT setup to guide you, ensuring Cindy has the right personality and task instructions. For example, Cindy could manage all calls for both new and existing customers, providing information and collecting details without human intervention.

We fine-tune prompts with real-world testing by calling and examining transcripts, which helps reinforce what works and adjust what doesn't.

Automating Follow-ups

Cindy can seamlessly send after-call messages inviting callers to our community, answering follow-up questions, or providing additional resources.

Enhancing Your AI Interaction

Using my custom GPT tools, you can manage multiple GPTs within one conversation. This feature helps you multitask, like creating service plans while finalizing AI interactions, which enhances productive AI management.

Join the Community

For more support and live training, sign up for our free community at myvisionagency.com. We're here to help you turn your vision into reality with personalized assistance every Monday through Thursday in our open office hours.

Conclusion

Thank you for joining me today. Remember, crafting the perfect AI agent takes testing and adjustment, but with the right support and tools, you can achieve seamless customer interactions that reflect your business's unique personality. Go make your vision a reality! Bye!