This tutorial outlines the steps to personalize and create AI voice agents in your Nedzo account, ensuring a clear and efficient process for team members.
1. Log into Your Nedzo Account
Access your Nedzo account by logging in with your credentials.
Navigate to the top menu and select 'Agents'.
2. Create a New Agent
Click on the blue button to create a new agent.
Enter a name for your agent.
3. Select Agent Type
Choose the type of agent you want to create:
Appointment
Web and Setter
Live Transfer
General Assistant
4. Choose Phone Number Options
Decide whether to use:
Shared US phone collection (free)
Your own phone numbers (importing or purchasing through Nedzo)
5. Add a Description
Provide a brief description of the agent's purpose and functionality.
6. Customize Agent Settings
Open the agent settings to view:
Name
Description
Opening line (first thing the AI agent will say)
Language options (select from various languages)
Voice options (choose from over 50 different voices)
7. Set Up the Prompt
In the middle section, customize the prompt for your AI agent.
Remember, a better prompt leads to better results.
8. Configure Actions and Webhooks
Go to the actions tab to set criteria for:
Call transfers
Appointments
Add a URL for post-call webhook to send call report info to third-party applications.
9. Save and Publish the Agent
Once all settings are configured, make sure to save your changes by publishing the agent.
10. Test the Agent
Click 'Call Me' in the right corner of the screen.
Enter your name and phone number to test the AI agent's functionality.
Cautionary Notes
Ensure that all settings are correctly configured before publishing the agent to avoid issues during operation.
Test the agent thoroughly to confirm it meets your expectations.
Tips for Efficiency
Use clear and concise prompts to enhance the AI's performance.
Regularly review and update the agent's settings based on feedback and performance metrics