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Admin guide: Configuring AloAi Voice Agents

Laarni D avatar
Written by Laarni D
Updated this week

Step-by-step: Setting up AloAi Voice Agents

  1. Creating a new AloAi Voice Agent

    1. Log in to Aloware admin and navigate to the AloAi Agents menu.

    2. Click the +New Agent button to create a new bot.

    3. In the Agent Type Modal, select Voice as the communication method. This step ensures your bot will function exclusively through phone calls, not SMS.

    4. Defining communication direction

      Choose whether the AloAi Voice Agent will focus on inbound or outbound communication.

      Inbound - use this for answering incoming customer calls to address FAQs, confirm appointments, or gather initial customer details. Useful for customer support teams or FAQ-heavy interactions.

      Outbound - assign the bot tasks such as making automated follow-ups, calling leads, or collecting customer feedback. Best for sales, marketing follow-ups, or re-engagement campaigns.

      Learn how to enroll contacts individually or in bulk for outbound interactions in this guide.

  2. Configuring the Agent behavior

    General configuration settings - these settings define the overall behavior and purpose of the bot. Each configuration impacts how the bot interacts with users.

    • Name and description - assign a clear, descriptive name (e.g., "Lead Nurturing Bot") and purpose (e.g., "Designed to follow up on sales leads and answer pricing inquiries"). You'll see this in your AloAi Agent dashboard or while assigning lines.

    1. Communication type

      • Agent type - select the form of communication, either text or voice. Voice bots are used for call automation. Read this guide about inbound SMS bot, and outbound SMS bot.

      • Direction - set to inbound or outbound to determine whether the bot waits for incoming calls or takes initiative in making calls.

    2. AI Configuration

      Default outbound line - choose the phone line that the bot will use when making outbound calls. Ensures the bot's calls consistently use a branded caller ID, improving trust and reducing customer confusion.

      AI Model for calls - select the model that aligns with your use case. For instance, choose Claude AI when sensitivity and context are critical, such as legal or medical industries. Open AI for advanced natural interactions.

      Language - Ensure the bot can communicate with a global audience by selecting one of the supported languages.

      • English (US/UK)

      • Spanish (LATAM/ES)

      • English (US and UK)

      • Multilingual (English and Spanish)

      • Spanish (LATAM and ES)

      • French

      • Chinese

      • German

      • Japanese

      • Portuguese (Portugal and Brazil)

      • Russian

      • Italian

      • Korean

      • Dutch

      • Polish

      • Turkish

      • Vietnamese

      • Romanian

    3. Vocal and interaction settings

      Select voice - pick from a variety of preset voices for your bot, allowing you to align its tone and personality with your brand image.

      Engagement expiration - define a time limit for the bot to stay active after no activity. After the time set (e.g., 10 minutes) the bot will automatically disengage from idle conversations.

  3. Advanced settings - these settings allow you to fine-tune the AI's behavior and functionality. These options enhance responsiveness, customer interaction, and customer interaction.

    1. Responsiveness - adjust how quickly the bot responds after a user finishes speaking. This setting allows for a natural conversational flow by minimizing delays while avoiding interruptions.

      Example: Set a 1-second response time for dynamic engagement for a more conversational pacing.

    2. Interruption sensitivity - control how easily the bot allows users to interrupt its responses.

      High sensitivity ensures the bot pauses if a user starts speaking mid-response, which is useful for live, fast-paced interactions.

      Low sensitivity ensures that the bot completes its responses without interruptions, making it better for providing complete, detailed information.

    3. Custom functions - enable AloAI Agents to execute tasks via API integrations, allowing dynamic data processing and personalized interactions. Admins can configure API calls, variables, and responses to streamline automation.

  4. Prompt configuration - these settings determine how the bot interacts with customers during conversations.

    1. Greeting message - craft a personalized opening message that welcomes and engages customers. You can include variables, such as a customer’s name for personalization.

    2. Instructions - provide clear instructions for the bot's behavior. Define the tone, prioritize specific keywords, and outline logic for resolving or escalating issues. For example:

      "Only answer questions related to pricing, and escalate delivery issues to the team."

      This ensures the bot stays focused on its assigned tasks and properly manages exceptions by routing them.

    3. Assign tools - you can attach specific actions to your bot to enable task automation during conversations. When configured, the bot will automatically trigger these actions based on user interactions.

      These actions include:

      • Create appointments

      • Add contact disposition

      • Add contact to a list

      • Add contact tag

    4. Knowledge base files - upload files such as FAQ documents, manuals, or troubleshooting guides in supported formats like PDF or DOCX. The bot uses this information for context when answering questions, ensuring accurate and detailed responses when customers ask about product details or common issues.

  5. Post-call actions - this setting sends automated email summaries of calls handled by AloAi Agents, including details like call duration, and actions. Admins can configure recipients, such as account users or contact owners.

    For more information, check the post-call actions setup guide.

  6. Availability schedule - these settings specify when the bot is active and responsive.

    1. Working hours - set the specific hours when the bot is active and allowed to communicate with customers. By default, the bot operates 24/7 unless you configure custom working hours. The schedule follows your company’s configured local timezone (e.g., America/Los Angeles).

      Restricting the bot’s availability ensures it does not respond outside of business hours, preventing unresolved conversations when your team is unavailable for escalations.

    2. US National holidays - enable or disable the bot's availability during national holidays. Turning this off ensures the bot matches your holiday schedules, reducing the chances of user frustration during closed periods.


Testing and optimizing your AloAi Voice Agents

Before deploying your AloAi Voice Agent, it is important to test and optimize its functionality to ensure it meets your business needs.

  1. Simulate conversations - enroll a test contact to simulate real user scenarios, such as greeting customers, handling FAQs, or providing follow-ups. Read this guide to learn how to enroll a contact to AloAi Agent.

  2. Validate bot responses - ensure the bot's tone aligns with your brand's communication style and the responses are accurate and context-appropriate. For example, confirm that it follows escalation or sticks to the defined scope of questions like pricing inquiries.

  3. Automated notifications - check that email notifications configured through the post-call actions are received by the correct recipients. Verify the email content includes all necessary call details.

  4. Troubleshooting - address common issues by checking settings for opener messages, routing, and line integration.

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