Back to Voice Agents

In this article

Overview

Creating a new voice agent in AlloMia is a straightforward process that allows you to set up a customized AI voice assistant for your healthcare organization. This guide will walk you through the step-by-step process of creating your first voice agent.

Prerequisites

Before you begin, ensure you have:

  • An active AlloMia account with appropriate permissions
  • Basic information about your organization that you want to include in the voice agent's knowledge
  • A clear understanding of the specific role your voice agent will serve (e.g., appointment scheduling, general inquiries, etc.)

Step-by-Step Creation Process

  1. Navigate to Agents: From the main dashboard, click on 'Voice Agents' in the left-hand navigation menu.
  2. Initiate Creation: Click the '+ Create Agent' button located at the top right of the Agents page.
  3. Choose a Starting Point: You will be prompted to either start with a pre-configured 'Template' (like Booking or FAQ) or begin with a 'Blank' agent for complete customization. Select your preferred option.
  4. Fill Configuration Form: Complete the necessary fields across the configuration tabs (Assistant, Calls, Knowledge, Tools). See 'Basic Configuration Options' below for key fields.
  5. Save the Agent: Once you have configured the essential settings, click the 'Create Agent' (or 'Save Changes' if editing) button.
  6. Assign a Phone Number: After saving, you typically need to assign a dedicated phone number to your agent from your organization's available numbers (this is done outside the agent creation form, usually in Phone Number settings).

Basic Configuration Options

During the creation or editing process, you'll configure several key settings across different tabs:

  • Agent Name (General): A unique identifier for your voice agent within the AlloMia platform.
  • Template Choice (Initial Step): Selecting a starting point (Booking, FAQ, Blank) which pre-populates some settings.
  • Voice Selection (Assistant Tab): Choose the specific voice model, language, speed, and stability for your agent.
  • System Prompt (Assistant Tab): Define the agent's core purpose, rules, and overall behavior.
  • Personality Prompt (Assistant Tab): Describe the agent's desired persona, tone, and speaking style.
  • First Message (Assistant Tab): The initial greeting the agent speaks when a call begins.
  • Forwarding Phone Number (Calls Tab): The number to transfer calls to if a human handoff is needed.
  • Knowledge Base Files (Knowledge Tab): Upload documents the agent can use to answer questions.
  • Tools / API Actions (Tools Tab): Configure integrations with external systems.

Refer to specific guides for detailed explanations of all available configuration options.

Using Templates to Speed Up Creation

AlloMia offers pre-built templates as starting points:

  1. Start Creation: Click '+ Create Agent'.
  2. Select Template: Choose a template like 'Booking' (for scheduling), 'FAQ' (for answering questions), or 'Blank' (for a clean slate).
  3. Review Pre-filled Settings: Templates come with suggested System/Personality Prompts and sometimes pre-configured Tools relevant to their purpose.
  4. Customize: Modify any pre-filled settings (prompts, voice, etc.) to match your specific requirements.
  5. Save Agent: Click 'Create Agent' to save your agent based on the customized template.

Templates provide a significant head start by establishing a relevant foundation for common use cases.

Testing Your New Voice Agent

After creating and configuring your agent, test its functionality:

  1. Use 'Speak with Agent': On the agent's configuration page, click the 'Speak with Agent' button. This opens an in-browser testing interface.
  2. Interact with Agent: Speak into your microphone to simulate a call. Ask questions and test the scenarios your agent is designed to handle (e.g., booking, asking FAQs).
  3. Evaluate Responses: Listen to the agent's voice, clarity, and the accuracy of its responses based on its prompts and knowledge base.
  4. Review Call Logs: After testing, navigate to the 'Call Logs' section. Find your test 'calls' (marked as 'Test' or similar) to review the full transcript, audio recording, detected intent, and sentiment.
  5. Make Adjustments: Based on the interaction and Call Log review, return to the agent's configuration to refine prompts, adjust settings (like voice speed/stability), update the knowledge base, or modify tools as needed. Repeat testing until satisfied.