Voice Agents

What a voice agent is, how to create one, drafts vs publishing, and choosing an AI engine.

Shape who your voice agent is: persona, engine, voice, greeting, and the instructions that keep it on-script.

Playbook rows, the built-in person-request and safety-net rows, transfer destinations, and letting callers reach anyone in the live directory.

How Take-a-message and Appointment rows collect details: questions, validation, confirmations, One of options, and Required-when conditional rules.

When the agent treats calls as in-hours, what it does after hours, and the trigger words that escalate a call immediately.

Give your AI voice agents approved answers — paste, upload, or import your help centre.

Connect a calendar so your agent can check availability, book, look up, cancel, or reschedule appointments.

Have a voice agent place outbound calls to a contact list, with pacing, retries, and compliance controls.

Drafts, publishing, what gets validated, and how to test an agent before trusting it with real callers.

Every size limit, cap, and known restriction for voice agents, in one place.