Welcome! This guide gets your AI Voice Agents up and running in a few simple steps. You do not need technical experience; if you can use a web browser, you can do this.

What is Convoso's Voice AI Agent?

Convoso's Voice AI is a no-code platform for building sub-second latency, human-like AI agents purpose-built for high-velocity outbound contact centers. Built on Convoso's outbound dialing, Campaign management, number management, and compliance platform, it lets you stand up Agents that engage prospects over the phone without writing a line of code. 

The platform is focused first on Lead pre-qualification: AI Agents engage every lead the moment it enters the Convoso Dialer Platform, ask the right qualifying questions, handle objections, and transfer calls before a human ever picks up the phone. 

Instead of human agents burning hours on leads that were never a fit, your team receives a steady flow of pre-vetted, sales-ready prospects. The business outcomes are higher contact rates, shorter sales cycles, and human agents who spend their time closing rather than dialing.

Before You Begin: Minimum Requirements

Please make sure all four (4) items are in place before you start:

1. Use Google Chrome. 
   Open the dashboard in the Chrome browser (latest version). Building and testing your AI Agents works best in Chrome.
2. Have a high-speed internet connection. 
   Your AI Agent talks and listens in real time, so a strong, stable connection matters for high quality testing. A wired connection or strong Wi-Fi is best. Headphones or a headset are recommended for the clearest audio when you test.
3. Confirm your Convoso integration is set up. 
   Convoso connects your account before you begin. If you are not sure it is ready, check with your Customer Success Manager.
4. Have your call recordings ready. 
   Gather at least 200 of your past phone calls saved as .mp3 or .WAV files. Convoso Voice AI listens to these real calls to learn how your best conversations go, then builds your AI Agent for you automatically. The more good examples you provide, the better your Agent.

Convoso Voice AI Demo:

The video below will walk you through a demo of the Convoso Voice AI platform and how to get started. Step-by-step instructions can be found below the video. 

Contents

• Step 1: Log in to Your Dashboard
• Step 2: Create Your AI Agent With Auto Workflow (Recommended)
• Step 3: Configure Your Agent's Voice, LLM, and Speech-to-Text
• Step 4: Add Tools to Your AI Agent
• Step 5: Billing - Auto-Recharge Credits
• Step 6: Test Your Agent (Preview)
• Step 7: Publish Your AI Agent
• Step 8: Set Up Your AI Agent Fleet and Attach It to a Campaign
• Step 9: Go Live (Start Your Fleet)

Step 1: Log in to Your Dashboard

Convoso sends you a welcome email with your access information.

• Open the welcome email from Convoso and click your invite link.
• Set your password. 
• After, sign in anytime using this URL: https://app.voso.ai/login.
  • Bookmark it for easy access.

On your Homepage, navigation is found in the left panel with your dashboard to the right of that. 

Step 2: Create Your AI Agent With Auto Workflow (Recommended)

Auto Workflow is the simplest way to build your Agent. Upload your real call recordings and the system learns from them to create your Agent for you. The better the recording the better the Agent learns.

• In the left panel, in the CONFIGURE section, click the Auto Workflow option.

• Click either New super agent button.

• In the Name field, give your new Agent a descriptive name that identifies the Agent (for example, "Solar outbound closer")
• In the Goal field, enter a description for what a successful call looks like.

• Click the Create button. 
  • The Create button will only become active once both fields have information entered in them.

• Open the Recordings tab and, under Upload recordings, drag in or browse your .mp3 or .WAV files. 
  • Upload your 200+ recordings (you can add up to 500 at a time).
  • Once your files are Queued (A) click the Upload files button (B).

This can take up to 40 minutes, depending on how many recordings you uploaded.

Wait while your recordings are processed. 

• Click the Processing tab to see the progress.

Once recordings are processed they will show on the Processed tab.

On the Jobs tab, you can see each one move from Transcribed to Analyzed. 

• This can take up to 40 minutes.

Pro Tip: You can also see a record of all of the AI Models used and cost of each model in the Cost Breakdown drop-down.

• Open the Versions tab, click on the the newest version. 

The Version will open in a side panel. 

• Click the Activate button.

A modal window will open for selecting Agent preferences.

• From the Deploy to drop-down, select Create new Agent.
• Give the new Agent a name in the New Agent name field.
• If there is a Phone Transfers field this is mandatory that should contain a valid phone number.
• Click the Activate button.

Your AI Agent is now ready to test.

Tip: Do you prefer to build from scratch or use a template? You can also create an agent manually from the Agents menu using Blank Agent or use a premade template for your use case called Business Template, but Auto Workflow is recommended for the best results.

Step 3: Configure Your Agent's Voice, LLM, and Speech-to-Text

This is where you choose how your Agent sounds, speaks, and how it thinks. 

• Click the Agent option in left panel.
• Click the Agent name to open the configuration details page.

The Agent Configuration will open on the Agent tab. 

These following settings are found in the right panel:

Your changes are saved automatically as a draft. 

A Draft badge stays at the top of the page until you publish in Step 7.

Step 4: Add Tools to Your AI Agent

Tools let your Agent take action during a call, such as looking up a customer, transferring the call, or sending details to another system. 

Don't need any Tools yet? You can skip this step and add them later.

• Click the Tools option in the left panel.

• Click the Add Integration tool option in the top panel.

A modal window for selecting Integration Tools will open.

• Search for and select the tools you want. 
  • Click the Select All option to choose all available tools. 

Once tools are selected the Create Tools button will become active.

• Click the Create Tools button. 

Once the tools have been created they will show on the Tools page.

On the Agent details page, in the Tools tab, there is a System tools panel with various built-in tools. 

• Click the End conversation toggle to on (green) to ensure the Agent will not continue to speak past the completion of the conversation. 

On the Advanced tab of the Agent details page, locate the When the caller goes quiet section.

These settings ensure your Agents do not waste minutes on a call with no one responding, making it easier for Agent's to get off a dead call and move on to the next call. 

In this section you can select the number of seconds Agents will wait for a response and how many times they will try to get the caller to respond before hanging up.

You can choose one of the default configurations for the Agents behavior when a caller stops responding:

Each option enters default values into the Wait this long before checking in and Check-ins before ending fields.

If you change the default values in the Wait this long before checking in and Check-ins before ending fields none of the above default configuration options will be selected. 

Setting	Description
Wait this Long Before Checking In	Specifies how many seconds the agent waits after the caller becomes silent before performing the first check-in. Minimum value: 0.5 seconds.  Accepted input: Length of time in seconds. Minimum value allowed: 0.5 seconds.
Check-ins Before Ending	Specifies the number of follow-up check-ins the agent will make before ending the call if no response is received. Accepted input: 2 is typical. 0 closes the call after the first wait.
End the Call if They Still Do Not Answer	On/Off Toggle – When enabled, the agent automatically ends the call after completing the configured number of check-ins without receiving a response.  When disabled, the agent continues checking in instead of hanging up. If Never auto-end is selected, this setting will automatically toggle off.

Step 5: Billing - Auto-Recharge Credits

In order to keep your Agents talking without interruption, ensure that you have the auto top-off setting turned on so your credits will automatically refill ensuring your Agents keep talking.

Automatically charge your saved payment method to top up credits (not minutes) when your balance drops below a threshold.

• Click the Billing option in the left panel.
• In the Credit & Minutes Notification Settings section, toggle the Auto-recharge credits setting on.

In the Auto-recharge credits setting, there are two fields for setting the amount to be charged once the credit balance reaches a certain amount.

• Recharge when below ($): Enter a value for the credit threshold. 
  • When the credit amount reaches this amount, the card will be charged the amount in the Top up by ($) field and credits will be refilled.
• Top up by ($): The amount of money that will be charged to the saved payment method when the Recharge when below ($) threshold is reached.

When the Auto-recharge credits toggle is switched on, the Enable auto-recharge window will open

• This confirmation window states how much money will be charged via Convoso's Billing system when the credit balance drops below the stated amount.

Once the checkbox is clicked, the Enable auto-recharge button will become active. 

• Click the button to agree to allow Convoso to auto-charge a saved payment method when your credit balance drops below the stated balance. 

Step 6: Test Your Agent (Preview)

Try your Agent yourself before it goes live, right in your browser.

• In the left panel, click the Agents option.
• On the Agents page, click the name of your new agent to open the settings.

• Click on Preview in the top-right.

• When Chrome asks, click Allow while using this site to allow it use your microphone.

• Click the Start call button and talk to your agent as though it's an normal phone call.

Listen to how it responds. 

• Click End call when you are done.

Not quite right? You can modify your workflow in the Agents Page > Workflow tab, then test again. Repeat as many times as you like.

Step 7: Publish Your AI Agent

Publishing saves your changes as a Version and makes your Agent available to your Fleet.

• On your Agent's detail page, click Publish in the top-right corner. 
  • This saves your draft as a new Version.

Open the Deployments tab, find your newest version, and click Deploy to make it Live. 

• This is the version your Fleet will use.

Step 8: Set Up Your AI Agent Fleet and Attach It to a Campaign

A Fleet is a team of AI Agents that answer calls for one Convoso Campaign. Setting one up connects your Agent to live calls.

• In the MONITOR section of the left panel, click the Fleet option.
• Click New fleet and enter a Name (for example, Sales fleet).

• A) Create a name for the Fleet in the Name field.
• B) Select a Campaign from the list. 
  • Don't see your Campaign? Click Sync from Convoso to refresh the list.

• C) Set the number of Seats. 
  • This determines how many calls your Fleet can handle at once.
• D) Select whether only one Persona will be used for all seats or selected per seat.
• E) Select the Agent you created in Step 2 to handle the calls. 
  • The same agent can run on every seat. 
  • Your Agent must be activated in Step 2 to appear here.
• F) Pick a Default disposition code. This is the outcome that gets logged in Convoso when a call wraps up. If you are not sure which to choose, ask your Convoso contact.

Once all fields are configured, the Create fleet button will become active, click the button to save your Fleet.

Step 9: Go Live (Start Your Fleet)

• On your new Fleet, click the Start button.

Your AI Agents log into the Convoso Campaign and begin taking calls automatically.

Watch the live view to see each seat's status and how many calls have been handled.

Your AI Agent Fleet is now live and taking calls! 

• Click the Stop button if you want to stop the Fleet from dialing.