Creating a New Agent – Complete Guide

Creating an AI voice agent is easier than you might think. Moreover, VoxPria provides templates and tools that make the process simple. In this comprehensive guide, we’ll walk you through creating your first agent from start to finish.

[Screenshot: Agent creation page showing the “Create New Agent” interface] Alt text: VoxPria agent creation screen with template selection and configuration options

Before You Begin #

Before creating your agent, consider these questions. Additionally, having clear answers will guide your setup:

• Purpose – What should the agent do? (e.g., remind appointments, answer FAQs)
• Tone – Formal or casual? Friendly or professional?
• Actions – Should it collect info, schedule appointments, or just inform?
• Handoff – When should it transfer to a human?

Step 1: Navigate to Agent Builder #

First, access the agent creation interface. Furthermore, this is where all the magic happens:

1. Go to BUILD → Agents
2. Click the “Create New Agent” button
3. You’ll see two options: “Use Template” or “Start from Scratch”

[Screenshot: BUILD menu with Agents submenu highlighted] Alt text: VoxPria BUILD section showing Agents menu option

💡 Recommendation: For your first agent, use a template. Consequently, you’ll learn faster and avoid common mistakes.

Step 2: Choose a Template #

VoxPria offers pre-built templates for common use cases. Moreover, each template includes optimized scripts and settings:

Popular Agent Templates: #

• Appointment Reminder – Confirm or reschedule appointments
• Customer Support – Answer FAQs and provide information
• Lead Qualifier – Ask qualifying questions
• Survey Collector – Conduct phone surveys
• Payment Reminder – Remind about due payments
• Event Notification – Inform about upcoming events

[Screenshot: Agent template gallery showing various pre-built templates] Alt text: VoxPria agent templates with icons and descriptions

Click on any template to see a preview of what it does. Additionally, you can customize everything after selection.

Step 3: Configure Basic Settings #

Now, set up the foundational details for your agent. Furthermore, these settings define how your agent operates:

Required Information: #

• Agent Name – Internal name for you (e.g., “Appointment Reminder Bot”)
• Agent Persona Name – What agent calls itself (e.g., “Sarah from VoxPria”)
• Company Name – Your business name the agent represents
• Agent Type – Outbound, Inbound, or Both
• Language – Primary language (can add more later)

[Screenshot: Agent basic settings form with fields filled in] Alt text: VoxPria agent configuration showing name, type, and language settings

Step 4: Select Voice #

Choose the voice your agent will use. Moreover, this significantly impacts how callers perceive your brand:

Voice Selection Tips: #

• Gender – Choose based on your audience preferences
• Accent – Match your primary customer location
• Tone – Warm and friendly vs. professional and formal
• Age – Younger voices for tech/casual, mature for professional

Click “Preview Voice” to hear samples before choosing. Therefore, you can ensure it matches your brand.

[Screenshot: Voice library showing available voices with play buttons] Alt text: VoxPria voice selection interface with sample audio playback

Step 5: Write or Customize Script #

The script defines what your agent says. Additionally, templates provide a starting point you can edit:

Script Components: #

• Greeting – How the agent introduces itself
• Main Message – Core information to deliver
• Questions – What the agent asks (if applicable)
• Responses – How agent replies to different answers
• Closing – How the agent ends the conversation

Using Variables: #

You can personalize scripts with variables. Furthermore, these pull data from your contact list:

• {first_name} – Contact’s first name
• {last_name} – Contact’s last name
• {company} – Company name
• {appointment_date} – Scheduled appointment
• {custom_field} – Any custom field you create

Example Script:

"Hi {first_name}, this is Sarah calling from {company}. 
I'm calling to remind you about your appointment on {appointment_date}. 
Can you confirm if you're still able to make it?"

[Screenshot: Script editor with variables and text highlighting] Alt text: VoxPria agent script editor showing personalization variables

Step 6: Train Your Agent #

Training helps your agent understand different ways people might respond. Moreover, better training leads to better conversations:

Training Methods: #

1. Intent Training – Teach agent to recognize yes/no, reschedule requests, questions
2. FAQ Upload – Import common questions and answers
3. Example Conversations – Provide sample dialogues
4. Knowledge Base – Link to your documentation

Access training by clicking “Train Agent” after creating the basic setup.

Step 7: Configure Actions #

Define what actions your agent can take. Additionally, these automate tasks based on conversation outcomes:

Available Actions: #

• Send SMS – Follow-up text messages
• Send Email – Confirmation or summary emails
• Update CRM – Sync data to Salesforce, HubSpot, etc.
• Schedule Callback – Book follow-up calls
• Transfer to Human – Route to live agent
• Trigger Webhook – Send data to external systems

[Screenshot: Agent actions configuration panel] Alt text: VoxPria agent actions setup showing available automation options

Step 8: Set Handoff Rules #

Define when the agent should transfer to a human. Furthermore, this ensures complex issues get proper attention:

Common Handoff Triggers: #

• Customer requests to speak with a person
• Agent doesn’t understand the question (3 times in a row)
• Customer expresses frustration or anger
• Specific keywords mentioned (e.g., “complaint”, “cancel”, “billing issue”)

Step 9: Test Your Agent #

Before deploying, always test thoroughly. Moreover, testing reveals issues you can fix before customers interact with the agent:

1. Click “Test Agent” button
2. Enter your phone number
3. Click “Call Me Now”
4. Answer the call and interact with your agent
5. Try different responses to test understanding
6. Listen for natural flow and clarity
7. Check if actions trigger correctly

💡 Pro Tip: Test with multiple people on your team. Therefore, you get diverse feedback on how the agent performs.

[Screenshot: Agent testing interface with test call button] Alt text: VoxPria agent test panel with phone number input and call button

Step 10: Deploy Your Agent #

Once testing is complete and you’re satisfied, deploy your agent:

1. Click “Deploy Agent”
2. Choose deployment type:
   • Campaign – Use in outbound campaigns
   • Incoming Calls – Answer inbound calls
   • Both – Handle both directions
3. Confirm deployment
4. Agent is now live and ready to use

Post-Deployment Tips #

• ✅ Monitor First 50 Calls – Review recordings and transcripts
• ✅ Collect Feedback – Ask customers about their experience
• ✅ Iterate and Improve – Update script based on learnings
• ✅ Train Regularly – Add new FAQs and scenarios

Learn more about natural language processing that powers AI agents.

Related Articles:

• What is a Voice Agent?
• Training Your Agent
• Agent Best Practices