Voice AI

7 articles

Voice AI Setup - 🛑 Phase 0 (Do Not Skip)

Step 1: Create Agent Identity (General Settings). Estimated Time: 5-10 minutes NOTE : The Agent will create tickets under your default phone source. For the sake of Automation, we recommend Setting a…

Updated by Jake Gipson

Voice AI Setup - 1️⃣ Phase 1: Overflow Agent

Voice AI Setup - 🛑 Phase 0 (Do Not Skip) Goal: 24/7 Ticket Creation. Zero transfers. Immediate value. Overview: The Overflow Agent handles calls when your Techs are busy. It focuses exclusively on me…

Updated by Jake Gipson

Voice AI Setup - 2️⃣ Phase 2: Attendant - IVR

2️⃣ Phase 2: Setup Your Attendant. Goal: The active Digital Receptionist & Router. Overview: Configure your main agent to screen calls, triage & create tickets, and route them to the correct human te…

Updated by Jake Gipson

Voice AI Setup - After Hours (Phone Integration)

Voice AI Setup - 3️⃣ Phase 3: Attendant - Full (Advanced Routing) Goal: Connect your VoIP system to the Voice AI. Overview: Your phone system must be configured to forward calls to the Dedicated Over…

Updated by Jake Gipson

Getting Started with Voice AI

Getting Started with Voice AI. Voice AI is an intelligent call management system designed specifically for Managed Service Providers (MSPs). It automates phone call handling, enabling efficient after…

Updated by Griffin Steinman

How to Set Up and Configure a Voice AI Agent

This guide walks you through every configurable setting in your Voice AI Agent. Each section explains what the setting does, how it affects your Voice AI’s behavior, and any recommendations for confi…

Updated by Griffin Steinman

Contact Mapping

How Voice AI Handles Contact Mapping. When a customer calls, Voice AI intelligently identifies who’s calling and ensures the ticket is logged under the correct contact and company in your PSA (Profes…

Updated by Griffin Steinman