Create your first AI Phone Agent

Overview

AI phone agents handle inbound calls on behalf of your business, collect structured information from callers, and respond using natural, human-like voice interactions.

This guide walks through the complete setup process—from creating a new agent to validating its behavior before going live.

Create New Agent

1. Log into the VINSI AI SaaS platform
2. Navigate to AI Phone Agents
3. Click + Add New AI Agent
4. Select a blank agent or one of the pre-built templates
5. Enter an initial welcome message

Welcome Message

The welcome message is the first thing callers hear. It should clearly identify your business and establish the purpose of the call.

Keep the message concise, professional, and easy to understand.

Agent Behavior

The description section defines how your agent behaves during calls. Write clear operational instructions rather than marketing language.

• Specify what information the agent must collect
• Define how different scenarios should be handled
• Set the order in which questions are asked
• Include relevant policies or procedures

Example: instruct the agent to always collect the caller’s phone number first, followed by their name and order details.

AI Voice

Voice selection impacts trust and perceived quality. Choose a voice that aligns with your brand’s tone and customer expectations.

• Preview available voice options
• Select a professional tone that fits your business
• Choose your preferred language from the Language menu

Tools

Tools enable your agent to perform actions beyond conversation.

Integrate databases, payment systems, scheduling tools, and other services to create a fully automated calling experience.

Testing

Once configuration is complete, click Save to persist your settings.

Use the Talk button to test the agent and verify conversation flow, voice quality, and tool execution.

Thorough testing ensures a smooth and reliable caller experience before deployment.