Basic Info
Configure the identity and personality of your custom agent. These settings determine how your agent introduces itself and sounds to callers.Agent Name
A descriptive name to identify this agent in your dashboard. Only visible to you and your team.Welcome Message
The first sentence your agent speaks when answering a call. This sets the tone and context for the conversation. What makes a good welcome message?- Keep it short and friendly (1-2 sentences)
- Introduce the purpose of the agent
- Invite the caller to state their need
Example welcome messages
Example welcome messages
- “Hello! I’m the scheduling assistant for Dr. Smith’s office. How can I help you today?”
- “Welcome to Acme support! Tell me what you need and I’ll do my best to help.”
Voice
Choose the synthetic voice your agent will use. Consider naturalness, language match, and brand fit. Use the play button to preview before choosing.Instructions
This is the core of your custom agent. Write detailed instructions that tell the AI exactly how to behave during phone calls.What to Include
- Role & Identity — Who is the agent? What company or service does it represent?
- Responsibilities — What tasks should the agent handle? Be specific about what callers might ask for.
- Tone & Style — Should the agent be formal, casual, friendly, professional? Define the personality.
- Boundaries — What should the agent NOT do? What topics should it avoid or redirect?
- Key Information — Include any facts, hours, policies, or data the agent needs to reference.
Example instructions
Example instructions
The more specific your instructions, the better the agent performs. Test with different caller scenarios and refine your instructions. You can always edit the instructions later in the voice wizard.