Create your first AI Phone Agent

Overview

AI phone agents answer inbound calls and place outbound 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 testing its behavior before going live.

Create New Agent

1. Log into the VINSI AI SaaS platform
2. Navigate to AI Phone Agents ("Manage your AI phone agents")
3. Click Add New AI Agent
4. In the Create New Agent sheet, choose a template or start from scratch

The AI Phone Agents list shows Agent Name, Voice, Status (Active/Inactive), and Last Updated, with Edit, Clone, and Delete actions.

In the editor, click the pencil next to the agent name ("Edit Agent Name") to rename it; the Agent ID appears beneath. Use the Inbound Agent and Outbound Agent tabs to configure each direction.

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.

Instructions

The Instructions editor 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

The editor includes Find, text size, a Developer View toggle, full-screen mode, and a character count. Press { to quickly insert tool references.

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. The 🎙 Voice section of the Settings panel includes:

• AI Voices — select one or more voices; use Preview to listen
• Voice Selection Mode — Cycling or Random
• Allow Interruptions — Yes, Yes (Except Welcome Message), or No
• Turn Detection Sensitivity — Very Low to Maximum; Edit opens VAD mode (Slow/Normal/Fast) and advanced options

The 🧠 Knowledge section holds the Knowledge Base (Add/Edit, with Generate Knowledge), Language, and Timezone.

Tools & Data

Tools enable your agent to perform actions beyond conversation. The ⚙️ Tools & Data section includes:

• Tools
• Waiting Sound — Hold Music, Keyboard Typing, or Silent
• First Action Tool
• Pre-call Tool (with a Pre-call Welcome Message)
• Dispositions
• Key Terms — Speech Recognition Bias, up to 100 terms
• After Call Webhook
• Call Data — Label, Key, Type (string, number, boolean), and Description

On the Outbound Agent tab you'll also find Voicemail Message, End call if IVR or AI agent detected, and Enable Do Not Call tool (lets the AI add the caller to the DNC list mid-call).

Telephony & Business Hours

These sections appear after the agent is saved for the first time.

• ☎️ Telephony — Phone Numbers with a Manage link (opens "Assign a Phone Number"), a Set as default radio per number ("Use this number as the outbound caller ID"), and Max Call Time (Minutes) (default 0 = no limit, separate for inbound and outbound)
• 🕒 Business Hours — Enforce Business Hours switch and a weekly schedule; click Edit to set open/close times per day and add breaks. The time zone comes from the Knowledge section.

Need a number? See Phone Numbers. For outbound setup, see Outbound Calls.

Integration & Website Widget

• 🔌 Integration — Select Integration currently offers Go High Level (enter the Sub-Account ID and click Save)
• 🌐 Website Widget — choose Channels (Voice, Text chat, Call me), set Chat instructions, Starter messages (one per line), and Allowed domains. Click Get Widget Embed Code to customize text, colors, shape, position, and icon, then Copy Code.

Saving & Testing

Click Save to persist your settings. There is no separate Publish step. The header shows when the agent was Last saved, and you'll be prompted if you try to leave with unsaved changes. History opens Agent History, where you can Rollback to an earlier snapshot.

• Talk (Inbound Agent tab) — test the agent in your browser; click the red End button to hang up. The gear icon opens Audio Settings for microphone and speaker.
• Call Me (Outbound Agent tab) — have the agent call your phone. See Outbound Calls.