Outbound AI agent - 1. Agent configuration from template

5 min. readlast update: 07.11.2024

In CallFluent you can create inbound and outbound voice AI Agents. Depending an your specific needs and requirements you can create an agent from scratch or you can use a ready-made template to give you a head start.

In this article you will learn how to create a new CallFluent Outbound AI Agent starting with a ready-made template.

First step to Create a CallFluent Outbound AI Agent

  1. Access CallFluent Workspace

    • Go to your CallFluent Workspace by selecting the desired Workspace.
  2. Navigate to Agents Tab

    • Click on the Agents tab located on the left side of the page.
    • Click the blue "+" button to start creating a new agent.
  3. Select Agent Type

    • Choose Outbound Agent in the Agent Type options.
    • Select any template that best suits you needs.
  4. Save and Continue

    • Click Save and Continue to proceed to the Agent Config step.

Step 1: Agent Configuration

After selecting the template, the Agent Avatar and Name are pre-filled.

You have to setup the rest of the fields or make any desired changes to the pre-filled information

Required Fields

  1. Agent Avatar

    • Upload a picture to represent your agent. Accepted formats are .png and .jpg.
  2. Name

    • Enter the name your assistant will go by.
  3. Language

    • Select the language your agent will use.
  4. Voice

    • Choose the voice for your agent.
  5. Phone Number

    • Select the Twilio phone number your agent will use.

Good to know: A single phone number can be used for only one inbound and one outbound AI Agent.

If a number is greyed out it means that it is already assigned to an outbound AI Agent


Optional Settings

  1. Welcome Message

    • Toggle On/Off.
    • If turned on, input the welcome message in the textbox. This is the first sentence your agent will use when the call is answered.
  2. Call Recordings

    • Toggle On/Off.
    • Record calls for audio playback and review them easily in the transcript logs.
  3. Anti-Fraud Protection

    • Multiple selection options to block outgoing calls to certain number types, preventing unwanted calls.
    • Available options:
      • Landline - he phone number is a landline number; generally not capable of receiving SMS messages.
      • Mobile - The phone number is a mobile number; generally capable of receiving SMS messages.
      • FixedVoip - A virtual phone number associated with a physical device (e.g., Comcast or Vonage).
      • NonFixedVoip - A virtual phone number that can be obtained on the internet without the need for a physical device (e.g., Google Voice or Enflick).
      • Personal - A phone number designated for personal use.
      • TollFree - A toll-free phone number, which is one where calls are free for the calling party.
      • Premium - A premium rate phone number, which typically charges higher than normal rates for special services.
      • SharedCost - A shared cost phone number, which is one where the charge is partially paid by the calling party and charges higher than normal rates.
      • Uan - A universal access number, which is a national number which can route incoming calls to different destinations.
      • Voicemail - A phone number associated with a voicemail service.
      • Pager - A phone number associated with a pager device.
      • Unknown - A valid phone number, but the line type could not be determined.
  4. Voice Mail Detection

    • Toggle On/Off.
    • If turned on, you have two options:
      • Leave a Voice Message: Your agent will leave the message you provide in the textbox.
      • Hang Up Call: The call will end once a voice mail is detected.

Finish Agent Config

  • Click Next button to proceed to the second step: Agent Behavior customization.

That's all you need to know for the first step in the creation of a new CallFluent Outbound AI Agent starting from pre-made template.

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