Outbound AI Agent – 1. Agent Configuration from Template

In AI Promonet you can create inbound and outbound voice AI Agents. Depending on your specific needs and requirements you can create an agent from scratch or you can use a ready-made template to give you a head start.

In this article, you will learn how to create a new AI promonet Outbound AI Agent starting with a ready-made template.

First Steps to Create an AI Promonet Outbound AI Agent

1. Access AI Promonet Workspace

1. • Go to your AI Promonet Workspace by selecting the desired workspace.

2. Navigate to Agents Tab

1. • Click on the Agents tab located on the left side of the page.
   • Click the blue “+” button to start creating a new agent.

3. Select Agent Type

1. • Choose Outbound Agent in the Agent Type options.
   • Select any template that best suits your needs.

4. Save and Continue

1. • Click Save and Continue to proceed to the Agent Configuration step.

Step 1: Agent Configuration

After selecting the template, the Agent Avatar and Name are pre-filled. You need to set up the rest of the fields or make any desired changes to the pre-filled information.

Required Fields

1. Agent Avatar

1. • Upload a picture to represent your agent. Accepted formats are .png and .jpg.

2. Name

1. • Enter the name your assistant will go by.

3. Language

1. • Select the language your agent will use.

4. Voice

1. • Choose the voice for your agent.

5. Phone Number

1. • Select the Twilio phone number your agent will use.

Good to know: A single phone number can be used for only one inbound and one outbound AI Agent. If a number is greyed out, it means that it is already assigned to an outbound AI Agent.

Optional Settings

1. Welcome Message

1. • Toggle On/Off.
   • If turned on, input the welcome message in the textbox. This is the first sentence your agent will use when the call is answered.

2. Call Recordings

1. • Toggle On/Off.
   • Record calls for audio playback and review them easily in the transcript logs.

3. Anti-Fraud Protection

1. • Multiple selection options to block outgoing calls to certain number types, preventing unwanted calls.
   • Available options:
     • Landline: The phone number is a landline number; generally not capable of receiving SMS messages.
     • Mobile: The phone number is a mobile number; generally capable of receiving SMS messages.
     • FixedVoip: A virtual phone number associated with a physical device (e.g., Comcast or Vonage).
     • NonFixedVoip: A virtual phone number that can be obtained on the internet without the need for a physical device (e.g., Google Voice or Enflick).
     • Personal: A phone number designated for personal use.
     • TollFree: A toll-free phone number, which is one where calls are free for the calling party.
     • Premium: A premium rate phone number, which typically charges higher than normal rates for special services.
     • SharedCost: A shared cost phone number, which is one where the charge is partially paid by the calling party and charges higher than normal rates.
     • Uan: A universal access number, which is a national number that can route incoming calls to different destinations.
     • Voicemail: A phone number associated with a voicemail service.
     • Pager: A phone number associated with a pager device.
     • Unknown: A valid phone number, but the line type could not be determined.

4. Voice Mail Detection

1. • Toggle On/Off.
   • If turned on, you have two options:
     • Leave a Voice Message: Your agent will leave the message you provide in the textbox.
     • Hang Up Call: The call will end once a voicemail is detected.

Finish Agent Configuration

• Click the Next button to proceed to the second step: Agent Behavior customization.

That’s all you need to know for the first step in creating a new AI Promonet Outbound AI Agent starting from a pre-made template.