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Creating Your First Agent

Complete guide to creating a production-ready VOISA AI agent

Creating Your First Agent - Complete Guide

This comprehensive guide walks you through creating a production-ready VOISA AI agent from scratch.

📋 Before You Begin

Prerequisites

  • Active VOISA AI account
  • Clear understanding of your business needs
  • Basic information about your services/products
  • Sample FAQs from your customers

Preparation Checklist

  • Business hours and timezone
  • Services/products list
  • Common customer questions
  • Preferred communication style
  • Any existing scripts or guidelines

🎯 Agent Creation Process

Phase 1: Planning Your Agent

Define Your Agent's Purpose

Before creating, answer these questions:

  1. Primary Goal: What should the agent accomplish?
  2. Target Audience: Who will interact with it?
  3. Key Tasks: What specific actions should it handle?
  4. Success Metrics: How will you measure success?

Example Use Cases

  • Customer Support: Answer FAQs, provide information
  • Appointment Booking: Schedule meetings, manage calendar
  • Order Taking: Process orders, check availability
  • Lead Qualification: Gather information, qualify prospects

Phase 2: Creating the Agent

Step 1: Navigate to Agent Creation

  1. Log in to voisa.ai/admin
  2. Click "Agents" in the left sidebar
  3. Click "+ Create New Agent" button

Step 2: Basic Information

Agent Name

Choose a descriptive internal name:

Good: "Restaurant Reservation Assistant"
Bad: "Agent 1"

Description

Write a clear description for your team:

"Handles restaurant reservations, provides menu information,
and answers questions about dietary restrictions and special events."

Industry Selection

Select your primary industry from:

  • Healthcare & Medical
  • Hospitality & Food Service
  • Retail & E-commerce
  • Professional Services
  • Real Estate
  • Financial Services
  • Education & Training
  • Beauty & Wellness
  • Automotive
  • And 25+ more options

Tags (Optional)

Add tags for organization:

reservation, customer-service, german, restaurant

Step 3: Voice Configuration

Selecting the Perfect Voice

  1. Browse Available Voices

    • Click the voice selector dropdown
    • Listen to each voice sample
    • Consider your brand personality

  2. Voice Selection Criteria

    • Gender: Match your brand preference
    • Age: Young, middle-aged, or mature
    • Tone: Professional, friendly, or casual
    • Language: Native German speakers available

  3. Recommended Voices by Industry

    • Healthcare: Calm, professional, clear
    • Restaurants: Warm, friendly, enthusiastic
    • Financial: Professional, trustworthy, precise
    • Retail: Energetic, helpful, approachable

Voice Settings Configuration

Stability (0.0 - 1.0) Controls voice consistency:

  • 0.5: More expressive, varied
  • 0.75: Balanced (recommended)
  • 1.0: Very consistent, less natural

Similarity Boost (0.0 - 1.0) How closely to match selected voice:

  • 0.5: Some variation allowed
  • 0.75: Close match (recommended)
  • 1.0: Exact match attempt

Speed (0.5 - 2.0) Speaking rate:

  • 0.8: Slow, clear (elderly audience)
  • 1.0: Normal pace (recommended)
  • 1.2: Slightly faster (younger audience)

Speaker Boost

  • Enable for clearer audio in noisy environments
  • Disable for natural sound in quiet settings

Step 4: Conversation Design

First Message (Greeting)

Create a welcoming, informative greeting:

Template:

"[Greeting], [Business Name]. [Offer help]"

Examples:

Professional:
"Good day, Smith & Associates Law Firm.
How may I assist you today?"

Friendly:
"Hello! Welcome to Pizza Paradise!
Would you like to place an order or make a reservation?"

Medical:
"Hello, this is Dr. Miller's office.
How can I help you with your appointment or medical inquiry?"

System Prompt Configuration

The system prompt defines your agent's behavior, knowledge, and personality.

Structure:

1. Role Definition
2. Business Information
3. Capabilities
4. Constraints
5. Personality Traits
6. Specific Instructions

Example System Prompt:

You are a professional customer service agent for [Business Name],
a [business type] located in [city].

BUSINESS INFORMATION:
- Hours: Monday-Friday 9am-6pm, Saturday 10am-2pm
- Services: [List main services]
- Location: [Full address]
- Contact: [Email and phone]

YOUR CAPABILITIES:
- Answer questions about our services
- Schedule appointments
- Provide pricing information
- Give directions to our location

YOU CANNOT:
- Make medical diagnoses
- Provide legal advice
- Process payments
- Access personal records

PERSONALITY:
- Be friendly and professional
- Use clear, simple language
- Show empathy and understanding
- Be patient with customers

INSTRUCTIONS:
- Always confirm important information
- Offer to transfer to a human for complex issues
- Thank customers for calling
- End calls politely

Generate vs. Manual Prompt

Using AI Generation:

  1. Click "Generate System Prompt"
  2. Describe your business: 
    "We are a dental practice specializing in family dentistry.
We offer cleanings, fillings, crowns, and cosmetic procedures.
We accept most insurance and offer payment plans."
  3. Review and customize the generated prompt

Manual Creation:

  • Use the template above
  • Be specific and comprehensive
  • Include edge cases
  • Add compliance requirements

Step 5: Model Selection

Recommended Models

Gemini 2.5 Flash Lite ⚡

  • Fastest response time
  • Good for simple queries
  • Latency 400ms to 500ms
  • Recommended for: High-volume, simple interactions

Gemini 2.5 Flash ⚡

  • Fast response time
  • Good for normal queries
  • Latency 500ms to 700ms
  • Recommended for: High-volume, simple interactions

GPT-4o 🎯

  • Balanced performance
  • Excellent comprehension
  • Versatile
  • Recommended for: General use, complex conversations

Claude 4 Sonnet 🏥

  • HIPAA compliant
  • Excellent reasoning
  • Medical-grade security
  • Recommended for: Healthcare, legal, financial
  • Recommended for Tool Calling

Temperature Setting (0.0 - 1.0) Controls response creativity:

  • 0.0: Very focused, consistent
  • 0.3: Professional, predictable
  • 0.5: Balanced (recommended)
  • 0.7: Creative, varied
  • 1.0: Very creative, unpredictable

Step 6: Turn Detection

Configure when the agent should respond:

Turn Detection Mode:

  • Silence-based: Waits for pause in speech
  • Server VAD: Voice Activity Detection

Turn Timeout (seconds):

  • 5: Quick responses, may interrupt
  • 7: Balanced (recommended)
  • 10: Patient, allows long pauses

End Call on Silence:

  • -1: Never auto-end
  • 30: End after 30 seconds of silence
  • 60: Patient auto-end (recommended)

Step 7: Knowledge Base

Adding Knowledge Sources

Document Upload:

  1. Click "Upload Documents"
  2. Select files (PDF, DOC, TXT)
  3. Supported content:
    • Service catalogs
    • FAQs
    • Policies
    • Price lists

URL Content:

  1. Click "Add URL"
  2. Enter website URLs
  3. System extracts content automatically
  4. Great for:
    • About pages
    • Service descriptions
    • Blog posts

Direct Text Input:

  1. Click "Add Text"
  2. Enter information directly
  3. Format clearly: 
    BUSINESS HOURS:
Monday-Friday: 9:00 AM - 6:00 PM
Saturday: 10:00 AM - 2:00 PM
Sunday: Closed

SERVICES:
- General Consultation: €50
- Extended Session: €80
- Emergency Service: €120

Organizing Knowledge

Categories:

  • Services
  • Pricing
  • Policies
  • FAQs
  • Contact Information

Best Practices:

  • Keep information current
  • Use clear headings
  • Include examples
  • Add context

Step 8: Privacy & Compliance

Data Retention Settings

Retention Days:

  • 7: Minimal retention
  • 30: Standard (recommended)
  • 90: Extended for analysis
  • 365: Long-term storage

Privacy Options:

  • Zero Retention Mode: No data storage
  • Delete Audio: Remove recordings after processing
  • Delete Transcripts: Remove text after session

Authentication & Security

Enable Authentication:

  • Require login for widget access
  • Useful for internal tools

Allowed Hosts: Whitelist domains:

https://yourdomain.com
https://www.yourdomain.com
https://app.yourdomain.com

Step 9: Evaluation & Analytics

Enable Evaluation

Toggle on to track quality metrics

Custom Evaluation Criteria

Add metrics to track:

Customer Satisfaction:

Name: "Customer Satisfaction"
Prompt: "Rate how satisfied the customer seemed
        based on their tone and responses (1-10)"

Task Completion:

Name: "Task Completion"
Prompt: "Did the agent successfully complete
        the customer's request? (yes/no)"

Data Collection Points

Define what to collect:

Customer Name:

Identifier: customer_name
Type: string
Description: "Customer's full name"

Appointment Type:

Identifier: appointment_type
Type: string
Description: "Type of appointment requested"

Step 10: Testing

Save and Test

  1. Click "Save as Draft"
  2. Click "Test Agent"

Testing Methods

Chat Test (Quick)

  • Text-based interaction
  • Fast iteration
  • Good for logic testing

Voice Test (Realistic)

  • Actual phone call
  • Test voice quality
  • Check timing

WebRTC Test (Browser)

  • In-browser voice testing
  • No phone needed
  • Real-time feedback

Test Scenarios

Test these conversations:

  1. Basic Greeting

    • "Hello"
    • "Hi, I need help"

  2. Information Requests

    • "What are your hours?"
    • "Where are you located?"
    • "What services do you offer?"

  3. Specific Tasks

    • "I want to book an appointment"
    • "What's the price for [service]?"
    • "Do you accept [insurance/payment]?"

  4. Edge Cases

    • Unclear requests
    • Multiple questions
    • Off-topic queries

Step 11: Refinement

Based on testing, refine:

  1. Greeting: Make more welcoming or informative
  2. System Prompt: Add missing information
  3. Knowledge Base: Fill gaps
  4. Voice Settings: Adjust speed or tone
  5. Turn Detection: Fine-tune timing

Step 12: Activation

When satisfied with testing:

  1. Review all settings
  2. Toggle "Active" status
  3. Click "Save"
  4. Agent is now live!

🚀 Post-Creation Steps

Widget Deployment

  1. Click "Get Widget Code"
  2. Copy the JavaScript snippet
  3. Add to your website's HTML

Phone Number Setup

  1. Go to "Numbers" tab
  2. Purchase or port number
  3. Assign to your agent

Monitor Performance

  1. Check "Analytics" regularly
  2. Review conversation transcripts
  3. Identify improvement areas
  4. Update knowledge base

📊 Success Metrics

Track from day one:

  • Success Rate: Completed vs. failed calls
  • Average Duration: Time per call
  • Escalation Rate: Human handoffs
  • Customer Satisfaction: Feedback scores
  • Task Completion: Successful outcomes

🔧 Optimization Tips

Week 1

  • Monitor all conversations
  • Note common questions
  • Update knowledge base daily
  • Refine greeting based on responses

Week 2

  • Analyze failure patterns
  • Adjust turn detection
  • Optimize system prompt
  • Add missing information

Month 1

  • Review analytics trends
  • A/B test settings
  • Gather customer feedback
  • Plan feature additions

🚨 Common Pitfalls to Avoid

  1. Overcomplicating Initial Prompt

    • Start simple
    • Add complexity gradually

  2. Insufficient Testing

    • Test all scenarios
    • Include edge cases

  3. Ignoring Analytics

    • Check daily initially
    • Act on insights

  4. Static Knowledge Base

    • Update regularly
    • Add new information

🆘 Getting Help

If you need assistance:

  1. Check Troubleshooting Guide
  2. Review Best Practices
  3. Contact support@voisa.ai

⏭️ Next Steps

Congratulations! You've created a professional VOISA AI agent! 🎉