> ## Documentation Index
> Fetch the complete documentation index at: https://docs.recepta.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating AI Voice Agents

> Step-by-step guide to creating your AI voice agents

## Creating Your First Agent

Creating an AI voice agent in Recepta.ai is a straightforward process. This guide walks you through each step, from initial setup to going live.

<Note>
  Before creating agents, make sure you've completed the [onboarding process](/setup/onboarding) and have your business information configured.
</Note>

## Step 1: Access the Agent Creation Interface

1. **Navigate to Agents**: In your dashboard, click on the "AI Agents" section
2. **Create New Agent**: Click the "Create New Agent" button
3. **Agent Modal**: The agent creation modal will open with configuration options

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/receptai/images/agent-creation-modal.png" alt="Agent Creation Modal" />
</Frame>

## Step 2: Basic Agent Configuration

### Agent Name and Description

```javascript theme={null}
// Example agent configuration
{
  "name": "Customer Support Agent",
  "description": "Handles general customer inquiries and support requests",
  "language": "English",
  "voice_id": "professional_female_1"
}
```

<CardGroup cols={2}>
  <Card title="Agent Name" icon="tag">
    **Best Practices**:

    * Use descriptive names (e.g., "Sales Agent", "Support Bot")
    * Keep it under 50 characters
    * Avoid special characters
    * Make it easily identifiable
  </Card>

  <Card title="Description" icon="file-text">
    **Best Practices**:

    * Clearly explain the agent's purpose
    * Include primary functions
    * Mention target audience
    * Keep it concise but informative
  </Card>
</CardGroup>

### Voice Selection

Choose from our library of professional AI voices:

<AccordionGroup>
  <Accordion title="Professional Voices">
    **Best for**: Business, corporate, professional services

    * Clear articulation
    * Neutral accent
    * Authoritative tone
    * Available in male/female variants
  </Accordion>

  <Accordion title="Friendly Voices">
    **Best for**: Customer service, hospitality, retail

    * Warm and approachable
    * Conversational tone
    * Slight regional accents available
    * High customer satisfaction scores
  </Accordion>

  <Accordion title="Technical Voices">
    **Best for**: Tech support, software companies

    * Clear technical pronunciation
    * Patient and helpful tone
    * Good for complex explanations
    * Popular with B2B companies
  </Accordion>
</AccordionGroup>

## Step 3: Define Agent Behavior

### General Prompt Configuration

The general prompt is the foundation of your agent's personality and behavior. It should include:

<Steps>
  <Step title="Role Definition">
    Define what role the agent plays in your organization

    ```text theme={null}
    "You are a professional customer service representative for [Company Name]. 
    Your role is to help customers with inquiries, provide information about 
    our services, and ensure a positive customer experience."
    ```
  </Step>

  <Step title="Personality Guidelines">
    Establish the agent's communication style

    ```text theme={null}
    "Always be polite, professional, and helpful. Use a friendly but 
    professional tone. If you don't know something, admit it honestly 
    and offer to find the answer or connect them with someone who can help."
    ```
  </Step>

  <Step title="Specific Instructions">
    Include specific behaviors and responses

    ```text theme={null}
    "Always ask for the caller's name at the beginning of the conversation. 
    If someone asks about pricing, provide the basic information and offer 
    to schedule a consultation for detailed quotes."
    ```
  </Step>

  <Step title="Escalation Rules">
    Define when and how to escalate calls

    ```text theme={null}
    "If a customer is upset or you cannot resolve their issue after 
    2 attempts, offer to transfer them to a human agent or take a detailed 
    message for follow-up within 24 hours."
    ```
  </Step>
</Steps>

### Advanced Prompt Examples

<Tabs>
  <Tab title="Customer Support">
    ```text theme={null}
    You are a helpful customer support representative for TechCorp. 

    Your responsibilities:
    - Answer questions about our software products
    - Help troubleshoot basic technical issues
    - Process refund and cancellation requests
    - Schedule technical support appointments

    Your personality:
    - Professional but friendly
    - Patient and understanding
    - Solution-oriented
    - Empathetic to customer frustrations

    Important guidelines:
    - Always ask for the customer's name and account information
    - If you can't solve an issue, escalate to Level 2 support
    - For billing issues, transfer directly to the billing department
    - Always confirm next steps before ending the call
    ```
  </Tab>

  <Tab title="Sales Agent">
    ```text theme={null}
    You are a sales representative for HomeServices Plus, specializing 
    in home improvement consultations.

    Your goal:
    - Qualify potential leads
    - Schedule in-home consultations
    - Provide basic service information
    - Capture contact details for follow-up

    Qualification questions to ask:
    - What type of home improvement are you considering?
    - What's your estimated timeline for this project?
    - Have you worked with contractors before?
    - What's your approximate budget range?

    Closing approach:
    - Always try to schedule a consultation
    - Emphasize our free estimates
    - Mention our 25 years of experience
    - Provide consultation availability within 48 hours
    ```
  </Tab>

  <Tab title="Appointment Scheduler">
    ```text theme={null}
    You are the appointment scheduler for Dr. Smith's Dental Practice.

    Your main functions:
    - Schedule new patient appointments
    - Handle appointment changes and cancellations
    - Provide practice information and directions
    - Remind patients of appointment requirements

    Scheduling guidelines:
    - New patients need 60-minute slots
    - Existing patients typically need 30-minute slots
    - We're closed weekends and major holidays
    - Ask about insurance before scheduling
    - Confirm contact information for reminders

    Office hours: Monday-Friday, 8 AM to 6 PM
    Location: 123 Main Street, Downtown
    Phone: (555) 123-4567
    ```
  </Tab>
</Tabs>

## Step 4: Voice and Language Settings

### Language Configuration

<CardGroup cols={2}>
  <Card title="Primary Languages" icon="globe">
    * **English** (US, UK, AU)
    * **Spanish** (Latin America, Spain)
    * **French** (France, Canada)
    * **German**
    * **Italian**
    * **Portuguese**
  </Card>

  <Card title="Advanced Options" icon="settings">
    * **Accent Selection**: Choose regional accents
    * **Speaking Speed**: Adjust words per minute
    * **Voice Pitch**: Modify tone characteristics
    * **Pause Duration**: Control natural pauses
  </Card>
</CardGroup>

### Voice Parameters

```javascript theme={null}
// Example voice configuration
{
  "voice_id": "en-US-professional-female",
  "speed": 1.0,        // Normal speed (0.5-2.0)
  "pitch": 0.0,        // Normal pitch (-10 to +10)
  "volume": 1.0,       // Normal volume (0.1-2.0)
  "stability": 0.75,   // Voice consistency (0-1)
  "similarity": 0.75   // Voice similarity (0-1)
}
```

## Step 5: Integration Setup

### Knowledge Base Connection

Connect your agent to relevant knowledge sources:

<Steps>
  <Step title="Select Knowledge Base">
    Choose which knowledge bases your agent should access
  </Step>

  <Step title="Set Permissions">
    Define what information the agent can access and share
  </Step>

  <Step title="Configure Search">
    Set up how the agent searches and retrieves information
  </Step>
</Steps>

### External Integrations

<AccordionGroup>
  <Accordion title="Calendar Integration">
    **Supported Platforms**:

    * Google Calendar
    * Microsoft Outlook
    * Calendly
    * Acuity Scheduling

    **Setup**: Connect via API key or OAuth authentication
  </Accordion>

  <Accordion title="CRM Integration">
    **Supported Platforms**:

    * Salesforce
    * HubSpot
    * Pipedrive
    * Custom CRM via API

    **Features**: Automatic lead creation, contact updates, activity logging
  </Accordion>

  <Accordion title="Communication Tools">
    **Supported Platforms**:

    * Slack notifications
    * Microsoft Teams alerts
    * Email notifications
    * SMS alerts

    **Use Cases**: Alert staff about important calls, escalations, appointments
  </Accordion>
</AccordionGroup>

## Step 6: Testing and Validation

Before activating your agent, thorough testing is crucial:

### Test Call Process

<Steps>
  <Step title="Initial Test">
    Use the "Test Call" feature in the dashboard to make a test call to your agent
  </Step>

  <Step title="Scenario Testing">
    Test various customer scenarios and edge cases
  </Step>

  <Step title="Voice Quality Check">
    Verify voice clarity, speed, and natural flow
  </Step>

  <Step title="Integration Testing">
    Confirm all integrations (calendar, CRM) are working properly
  </Step>
</Steps>

### Test Scenarios Checklist

<Tabs>
  <Tab title="Basic Interactions">
    * [ ] Agent answers promptly
    * [ ] Greeting is appropriate
    * [ ] Agent asks for caller's name
    * [ ] Voice quality is clear
    * [ ] Response time is reasonable
  </Tab>

  <Tab title="Information Requests">
    * [ ] Agent provides accurate business hours
    * [ ] Location and directions are correct
    * [ ] Service information is up-to-date
    * [ ] Pricing information is accurate
    * [ ] FAQ responses are helpful
  </Tab>

  <Tab title="Complex Scenarios">
    * [ ] Escalation process works correctly
    * [ ] Agent handles angry customers appropriately
    * [ ] Multiple topic conversations flow naturally
    * [ ] Technical issues are handled properly
    * [ ] Follow-up actions are confirmed
  </Tab>
</Tabs>

## Step 7: Going Live

Once testing is complete, activate your agent:

1. **Final Review**: Double-check all configurations
2. **Set Status to Active**: Change agent status from "Training" to "Active"
3. **Monitor Initial Calls**: Watch the first few calls closely
4. **Collect Feedback**: Gather feedback from initial callers
5. **Iterate and Improve**: Make adjustments based on real-world performance

<Warning>
  **Go Live Checklist**:

  * Agent passes all test scenarios ✓
  * Voice quality is acceptable ✓
  * Integrations are working ✓
  * Escalation procedures are defined ✓
  * Monitoring system is set up ✓
</Warning>

## Common Creation Issues

<AccordionGroup>
  <Accordion title="Agent Creation Fails">
    **Possible Causes**:

    * Missing required fields
    * Invalid prompt formatting
    * Voice selection not available
    * Integration connection issues

    **Solutions**:

    * Check all required fields are completed
    * Verify prompt doesn't contain invalid characters
    * Try a different voice option
    * Test integrations individually
  </Accordion>

  <Accordion title="Voice Quality Issues">
    **Possible Causes**:

    * Incorrect voice parameters
    * Network connectivity issues
    * Server overload

    **Solutions**:

    * Adjust speed and pitch settings
    * Test from different locations
    * Try during off-peak hours
    * Contact support if persistent
  </Accordion>

  <Accordion title="Integration Problems">
    **Possible Causes**:

    * Invalid API credentials
    * Insufficient permissions
    * Service downtime

    **Solutions**:

    * Verify API keys are correct
    * Check service permissions
    * Test integrations separately
    * Review integration logs
  </Accordion>
</AccordionGroup>

## Next Steps

After creating your agent:

<CardGroup cols={2}>
  <Card title="Agent Management" icon="settings" href="/agents/management">
    Learn how to manage and optimize your agents
  </Card>

  <Card title="Performance Monitoring" icon="chart-line" href="/features/analytics">
    Track your agent's performance and improve over time
  </Card>

  <Card title="Advanced Configuration" icon="cog" href="/agents/configuration">
    Explore advanced settings and customization options
  </Card>

  <Card title="Integration Setup" icon="plug" href="/advanced/integrations">
    Connect your agents with business tools and workflows
  </Card>
</CardGroup>