Basic Training: 2 – Agent Setup Guide: Creating and Configuring Your First AI Voice Agent

4 min. readlast update: 08.27.2025

Creating Your First AI Voice Agent in CallFluent AI

This guide will help you set up your first AI voice agent in CallFluent AI. Follow these easy steps to create, configure, and personalize your agent for the best results.

You can watch the detailed video here:

 

 

1. Creating a New Agent

  • Click the plus (+) sign to start creating your first agent.
  • A popup will appear asking you to choose the type of AI voice agent:
    • Inbound Agent (receives calls)
    • Outbound Agent (makes calls)

  • You can:
    • Start with a template (recommended for a quick start) and filter templates by niche
    • Start with a blank agent (enter all information from scratch)

Tip: Using a template can save time and help you get started faster.


2. Configuring Agent Details

After choosing your agent type and template (or starting from scratch):

  • Agent Avatar:

    • If you use a template, an avatar may already be uploaded.
    • If not, upload a photo for your agent’s avatar.
  • Time Zone:

    • Set the agent’s time zone.
  • Phone Number:

    • After you connected your Twilio account, select a phone number from the list.
    • You can also choose “no number” if you don’t want to assign one.
  • Agent Name:

    • Enter a name for your agent (e.g., “Morgan Chase”).
  • Language and Voice:

    • Select the agent’s language (e.g., Dutch, English, French, etc).
    • The voice dropdown will show available voices for the selected language.
    • You can preview voices by clicking the play button.

Tip: Choose a voice that matches your agent’s purpose and audience. Advanced voices offer better quality and lower latency.


3. Setting the Welcome Message

  • Welcome Message:
    • Turn this on so your agent greets callers.
    • Example: “Hello, this is Morgan. How can I help you?”
  • Welcome Message Delay:
    • Set how many seconds to wait before the agent speaks.
    • For instant response, set to 0 seconds (default is 2 seconds).

Tip: A short delay feels more natural, but instant response can be useful for quick interactions.


4. Call Recording and Voicemail Detection

  • Call Recording:

    • Toggle on to save and transcribe all calls.
    • Recordings are automatically stored in your call history with audio and text.
  • Voicemail Detection:

    • Turn on to let your agent detect voicemails or other AI bots.
    • Choose what happens if a voicemail is detected:
      • Leave a voice message
      • Hang up the call
  • Machine Timeout Detection:

    • Set how many seconds the agent waits before deciding if the call is real (default: 10 seconds).

Tip: Keeping call recording on helps with quality control and training. Adjust voicemail and timeout settings based on your business needs.


5. Next Steps: Behavioral Customization

  • After completing the initial setup, click Next.
  • You’ll move to the Behavioral Customization step, where you instruct your agent on how to behave during calls.

For detailed guidance on customizing agent behavior, refer to the next training article or video.

 


By following these steps, you can quickly create and configure your first AI voice agent in CallFluent AI. Use templates for a fast start, personalize your agent’s details, and adjust settings to fit your needs. For more advanced customization, continue to the next guide on agent behavior.

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