Create a Voice Agent for Your Business
Set up the receptionist’s role, business name, language, voice, calendars and knowledge, then prepare its phone connection.
This guide covers the setup wizard for an incoming-call receptionist. Open AI → Voice Agents → Create receptionist.
1. Choose the role and voice
In Your assistant, choose Appointment receptionist, After hours or Answers questions for the intended incoming-call task.
- Enter an assistant name that your team will recognize.
- Enter the Business name · Spoken to callers exactly as you want the business identified.
- Choose the available language options and a voice. Use Preview voice to listen before continuing.
The assistant name and spoken business name serve different purposes. Review both instead of assuming the internal label is the name callers should hear.
2. Choose appointment settings
Open Schedule. For a booking receptionist, choose the calendars it may use. Where offered, select an optional Appointment notifications template for each calendar and choose whether it should offer any available provider or ask who the caller wants.
Schedule is for appointments. It does not set the hours when the phone number sends calls to this agent.
3. Add business knowledge
In What it knows, choose the relevant knowledge base, or leave None for now if you are not adding one yet. Use accurate, current information for the business the agent will represent.
4. Select the phone number
In Where it replies, select the intended business number. The screen explains that this number supplies the caller ID. After creation, you must separately route the number’s Call Flow to the receptionist’s extension.
5. Review and create
Leave Advanced — write the prompt yourself off unless you need to replace the standard instructions. Review the settings, then select Create receptionist.
Before directing customer calls to the assistant, complete the Call Flow connection and test the greeting, language, business answers and any appointment actions. A voice preview checks the voice sample; it does not test the incoming call route or a booking.