KNOWLEDGE CENTER
Voice AI Data x Workflows
We’ve added support for accessing and templating Voice AI data within workflows.
Users can now seamlessly incorporate Voice AI call details like call duration, summary, and transcript directly into their workflows.
How to Use?
Within the workflow, Voice AI variables can be accessed from the Voice AI Menu under Custom Tags.
Pre Requisites:
Enabling Voice AI Agents
Navigate to Agency View > Settings > AI Employee.
Select the sub-account where you want to enable Voice AI Agents.
Ensure the Voice AI Agent feature is enabled for that sub-account. If it’s not, turn it on.
Configuring the Agent
Go to the enabled account: Settings > Voice AI Agents.
Add a new agent and fill in the required fields: Agent Name, Business Name, Language and Voice
Set the Interaction Type to Inbound Calls.
Under Agent Goals, enable “Trigger workflow when a call is completed” to link the agent with a workflow.
Select the workflow you want the agent to trigger.
Phone & Availability Setup
Assign a phone number to the AI agent.
When someone calls this number, the Voice AI agent will either answer immediately or step in if the recipient doesn’t pick up, whatever is configured.
Voice AI Data x Workflows
We’ve added support for accessing and templating Voice AI data within workflows.
Users can now seamlessly incorporate Voice AI call details like call duration, summary, and transcript directly into their workflows.
How to Use?
Within the workflow, Voice AI variables can be accessed from the Voice AI Menu under Custom Tags.
Pre Requisites:
Enabling Voice AI Agents
Navigate to Agency View > Settings > AI Employee.
Select the sub-account where you want to enable Voice AI Agents.
Ensure the Voice AI Agent feature is enabled for that sub-account. If it’s not, turn it on.
Configuring the Agent
Go to the enabled account: Settings > Voice AI Agents.
Add a new agent and fill in the required fields: Agent Name, Business Name, Language and Voice
Set the Interaction Type to Inbound Calls.
Under Agent Goals, enable “Trigger workflow when a call is completed” to link the agent with a workflow.
Select the workflow you want the agent to trigger.
Phone & Availability Setup
Assign a phone number to the AI agent.
When someone calls this number, the Voice AI agent will either answer immediately or step in if the recipient doesn’t pick up, whatever is configured.