Welcome! This guide will show you how to create your first AI voice agent in just a few simple steps.
Watch the step-by-step video below:
1. Create Your Nedzo Account
Before you can start, make sure you’ve created your Nedzo account and logged in.
2. Accessing the Agents Section
• Navigate to the Agents section.
• If you haven’t created an agent yet, click the blue button labeled New Agent.
3. Naming Your Agent
• Give your agent a name, then choose from one of three agent types:
• Appointment Setter
• Live Transfer
• General Assistant
For this example, we’ll use the Appointment Setter.
4. Choosing a Phone Number
• You have two options for the phone number:
• Shared US Phone Collection: A pool of numbers that rotates to increase pick-up rates.
• Use Your Own Phone Number: You’ll need to integrate your own phone number (separate video available for setup).
For now, we’ll select the Shared US Phone Collection.
5. Editing Your Agent
• Once the agent is created, click on it to access the editing page.
• Here, you can update the agent’s name, and set the first message the AI will say when the call is answered.
6. Language and Voice Settings
• You can choose from multiple languages like English, French, Spanish, Portuguese, German, or Dutch with more languages coming soon.
• Select a voice, either male or female, and sample the options.
7. Testing Your Agent
• Once satisfied with your prompt and settings, click Test Agent.
• Add your name and a U.S. or Canadian phone number for testing (other regions will be supported soon).
8. Creating Effective Prompts
• Nedzo AI works best with framework-based prompts rather than detailed scripts.
• Provide the AI with a task, context, and key information, and it will handle the rest.
• For example, instruct the AI to book an appointment if the contact meets specific criteria.
9. Advanced AI Features
• Our AI is designed to handle tasks like objection handling, reframing questions, and proposing calls using neuro-linguistic programming.
• Think of it as a trained appointment setter that just needs context about your business.
10. Finalizing Your Agent
• Once you’ve tested and tweaked your agent, you’re good to go!
That’s it! You’ve successfully created your first AI voice agent in Nedzo AI.