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How to create a Voice AI Agent

This guide will walk you through the steps to create and configure a Voice AI Agent. From naming your agent to setting up its instructions

Mariana Constantin avatar
Written by Mariana Constantin
Updated this week

Step 1: Navigate to the Agents Tab

  • Click on the Agents tab in the sidebar. This is where you’ll manage all your voice AI agents.

  • Or you can simply click here, it will take you directly.

Step 2: Create a New Agent

  • In the top right corner, click the Create Agent button.

  • You can choose to start from a template if you have any available, or simply create a new agent from scratch.

Step 3: Name and Describe Your Agent

  • Give your agent a name and select whether it should be a draft or active.

  • Add a short description of what the agent does—this will help you keep track of its role.

Step 4: Configure Agent Instructions

  • By default, you’ll have a beginning message field that you can of course edit.

  • You can also edit the general agent call instructions

  • You can even make the agent instructions bigger by clicking Edit in Full Screen to the right.

Scroll down to find the Questions section where you can define the role and the questions the agent should ask. We recommend leaving the default guardrails and guidelines as they are to keep things simple.

Step 5: Use Message Variables (Optional)

  • You can personalize your agent’s instructions by inserting variables like the recipient’s name or organization name.

  • To do this, click the variable icon when editing instructions or messages.

  • Whippy also supports date and time awareness using the {{current_time_[timezone]}} hardcoded variable.

  • This allows your Voice AI agent to reference the exact time of the call in its script.

  • Example: If your agent operates in Eastern Time (U.S.), add the following to your instructions:

    “The current date and time of this call is {{current_time_America/New_York}}.”

    Here are some commonly used U.S. timezones you can use:{{current_time_America/Los_Angeles}} – Pacific Time (PT){{current_time_America/Chicago}} – Central Time (CT){{current_time_America/New_York}} – Eastern Time (ET){{current_time_America/Boise}} – Mountain Time (MT)

  • Once you’re happy with your instructions and variables, click Save.

Step 6: Select the AI Model and Tools

  • Choose the language model for your agent—options include OpenAI, Claude, Gemini, and more.

  • You can adjust the temperature and select additional tools, such as a call transfer tool if needed.

Step 7: Adjust Agent Settings

  • Set the language options: for example, enabling multi-language support so the agent can switch languages based on the caller.

  • You can also select a voice from a library of different voices (young, old, male, female) and adjust voice temperature and speed to suit your use case.

Step 8: Save and Assign Channels

  • Once everything is configured, save your agent. If you need a phone number assigned to the agent, contact support at support@whippy.co for assistance.

And that’s it!

You’ve successfully created a Voice AI Agent in Whippy. Follow these steps whenever you want to add a new agent to your team.

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