Welcome to AlloMia Voice AI! This guide will walk you through the essential steps to get your AI-powered voice agents up and running. Here's what you need to do after signing up:

1. Account Setup - After creating your account, you'll be guided through a brief onboarding process. Complete your organization profile by providing your healthcare organization name, type (clinic, hospital, specialist practice, etc.), and primary contact information.
2. Dashboard Orientation - Once logged in, you'll see your main dashboard with key sections:
   • Voice Agents - Create and manage your AI voice assistants
   • Knowledge Base - Store information for your agents to access
   • Phone Numbers - Set up and manage phone lines
   • Call Logs - Review past conversations (transcripts & recordings)
   • Settings - Configure account preferences
3. Subscription Verification - Confirm your current plan details under the Billing section to ensure you understand available features and usage limits for your subscription tier.
4. Team Members - Add team members who will need access to the platform by navigating to the Users section in Settings. Assign appropriate roles based on their responsibilities (Admin, Manager, Viewer).

This initial setup typically takes less than 10 minutes, after which you'll be ready to create your first voice agent. The following sections will guide you through that process.

Creating your first voice agent starts with choosing a template. Follow these steps:

1. Access the Voice Agents Section - From your dashboard, click on the "Voice Agents" tab in the main navigation.
2. Initiate Agent Creation - Click the "Create New Agent" button. This will open the creation dialog.
3. Select Language - Choose the primary language for your agent (English, French, or Multilingual). This influences the available templates.
4. Choose a Template - Select a pre-configured template based on common use cases:
   • Booking Assistant: Pre-set for handling appointment scheduling tasks.
   • FAQ Assistant: Designed to answer frequently asked questions from your knowledge base.
   • Blank Assistant: A clean slate for building a fully custom agent.
   Each template includes a default name, description, avatar, and pre-configured settings to get you started quickly.
5. Create Agent - Once you've selected a template, click the "Create Agent" button.

Your new agent, based on the chosen template, will appear in your Voice Agents dashboard in "Draft" mode. You can now select this agent to configure its specific voice, personality, knowledge connections, and other settings in detail.

Testing your voice agent before deploying it is essential. AlloMia allows you to interact with your agent directly through your browser while it's in 'Draft' mode.

1. Select Your Agent - Ensure the agent you want to test is selected in the Voice Agents list.
2. Prepare Test Scenarios - Before interacting, consider preparing a few common scenarios to test, such as:
   • Appointment scheduling requests
   • Basic health questions
   • Business hours inquiries
   • Service availability questions
3. Initiate Browser Test - Click the "Speak with Agent" button located at the bottom of the agent configuration form. This will use your computer's microphone to start a conversation.
4. Engage with the Agent - Speak clearly and interact with the agent as a caller would, following your test scenarios.
5. Review the Conversation (on Call Logs Page) - After ending the test interaction:
   • Navigate to the main "Call Logs" section from the dashboard.
   • Find your test call in the list (it may take a moment to appear).
   • Click on the test call row to open the details view.
   • Here you can:
   • Read the full conversation Transcript.
   • Listen to the call Recording using the audio player.
   • View the detected primary Caller's Intent and Sentiment.
   • Download the recording or transcript files.
6. Iterate and Improve - Based on the review, return to the "Voice Agents" section. Select your agent and use the configuration tabs (Voice Agent, Conversation, Knowledge Base, etc.) to make adjustments to its settings, knowledge, or responses.

We recommend conducting several test interactions covering different scenarios before activating your agent for real calls. This helps ensure your agent provides accurate and helpful responses.

Once your agent is created, you'll want to configure it further. Here are the key areas:

1. Assign a Phone Number - Navigate to the main "Phone Numbers" section in the dashboard. Here you can acquire a new number or select an existing one and assign it to your voice agent. This makes your agent reachable via phone.
2. Refine Agent Settings (in Voice Agent Form) - Select your agent and explore the configuration tabs:
   • Voice Agent Tab: Adjust the AI model, language, select a voice/avatar, refine the personality prompt, and tweak voice speed/stability, max tokens, and temperature for response generation.
   • Conversation Tab: Define the system prompt that guides the agent's overall behavior and conversation style.
   • Calls Tab: Configure call control settings like end call triggers, call forwarding for human handoff, and enabling call recording/transcription.
   • Knowledge Base Tab: Connect relevant documents or FAQs to provide your agent with specific information.
   • Tools Tab: Set up custom API actions for integrations or complex tasks.
   • Workflow Tab: Define structured conversation flows if needed.
3. Integrations Setup - Use the "Tools" tab to configure custom API actions, enabling your agent to interact with external systems (like booking platforms or CRMs) to perform tasks beyond conversation.

Regularly review and refine these settings based on test calls and performance monitoring to optimize your agent's effectiveness.