Before you begin
Sign in to your workspace in another tab. Use a test contact or low-risk example whenever the guide asks you to check a customer-facing step.
Where to find it
Follow this path in your workspace
AI Agents → Voice AI → Create Agent
Step by step
- 01
Define the exact call types the assistant may handle and the actions it may take.
- 02
Write a concise greeting, business context and disclosure appropriate for your location.
- 03
Add approved knowledge, qualification questions and appointment rules.
- 04
Configure transfer, voicemail and failure paths.
- 05
Test quiet audio, background noise, interruptions, unusual questions and urgent escalation.
TalkTuit tips
Small details that make this work better
- Keep the first greeting short.
- Never let the assistant guess about policy, pricing or emergencies.
- Review recordings and outcomes with the required consent controls.
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