Setting up an AI agent in DialLink is quick and doesn’t require any technical knowledge. Complete the steps below to prepare your assistant to answer calls and talk to customers.
Step 1: Create a new agent
Navigate to Settings > AI agents.
Click + in the top-right corner to create a new agent.
Select one of the predefined agent templates, for example, a receptionist-style agent or an appointment scheduler.
Click Save.
Note. You can fully customize the agent name, voice, greeting, and behavior later to match your business needs.
Step 2: Assign phone numbers
Choose which numbers the agent should handle. Select a number from the drop-down list and click Add phone number. One agent can answer multiple numbers.
Step 3: Set voice and language
The voice and language define how your agent speaks and sounds during calls.
In the Voice section:
Choose Primary language your agent should use.
Pick a voice for the agent. You can listen to a short sample before deciding.
Step 4: Adjust personality and behavior
Define how your agent communicates with callers.
Role
Write a clear description of what this AI agent is responsible for. Be as specific as needed.Greeting
Specify the first thing the caller hears from the agent.Instructions
Describe what the agent should do and how it should behave during calls.
Be clear about tasks, tone, and any limitations.Temperature
This option controls the level of formality or flexibility in the agent's responses.
Lower value: more direct and predictable.
Higher value: more casual and conversational.
Most teams use values between 0.6 and 0.8.
Note. See Writing effective Role and Instructions for the AI agent to learn how to define them properly.
Step 5: Connect a knowledge base (optional)
If you want the agent to answer business-specific questions, you can give it access to a knowledge base. Select the base from the drop-down list and click Add knowledge base.
To learn more about knowledge bases, see Knowledge base for the AI agent.
Step 6: Add routing keywords (optional)
Use the Keywords section to help the agent route calls automatically. For example, if someone mentions “billing” the agent can forward them to the finance team. Each keyword can be linked to a specific user, ring group, or auto-receptionist. To set up routing:
Click Add keywords.
Specify keywords, separated by commas (
,).Choose the destination and select the specific user, group, or auto-receptionist.
Check Using keywords for call routing to learn more.