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Creating Voice AI Agents in Stack

Creating a Voice AI Agent in Stack is quick and straightforward, allowing your team to focus on more critical tasks like engaging with warm leads and closing deals. Follow these steps to set up your first Voice AI Agent!

Table of Contents​

Access the AI Agents Section​

To start setting up your AI Voice Agents, navigate to Settings > AI Agents from anywhere in your Stack sub-account.

Create Your Voice AI Agent​

Begin by clicking the blue + Create Agent button located in the top right corner of your screen.

Configure Voice AI Agent Details​

Setting up your Voice AI Agent involves a few steps, including configuring the agent, assigning post-call actions, and linking the agent to a phone number in your sub-account.

Agent Details Tab​

  • Agent Name: Enter a name for your agent, such as “Customer Support Bot.”
  • Business Name: Confirm or update your business name.
  • Voice: Choose from a list of available voices for your AI Agent. You can preview each voice by clicking the play button.
  • Agent Direction: This is set to “Inbound” by default.
  • Initial Greeting Message: Customize the first message your agent delivers, e.g., “Hello, you’ve reached [Business Name]. How can I assist you today?”

Agent Goals Tab​

You can set up your agent’s goals in either Basic Mode or Advanced Mode.

Basic Mode​

Basic Mode simplifies the setup by offering four options for the information you want the agent to collect from callers, such as:

  • Name
  • Email
  • Address
  • Contact's issue

Advanced Mode​

Advanced Mode provides more control over the AI Agent with options like:

  • Prompt: Define detailed instructions and personality traits for your agent.
  • Call Transfer: Set conditions to transfer the call to a human agent.
  • Trigger a Workflow: Automatically start workflows based on call interactions.
  • Update Contact Fields: Specify how collected information should update contact records.
  • Send SMS: Configure the agent to send SMS messages during or after the call.

Trigger Workflows​

Voice AI Agents can trigger one or multiple workflows after a call ends. This feature simplifies workflow management and allows precise control over workflow initiation based on the AI Agent involved in the call.

Email Notifications​

You can send emails to individuals or multiple recipients after a call involving a specific AI Agent. These emails include:

  • Call Summary: Overview of the call duration, date, and time.
  • Contact Information: Details collected during the call.
  • Call Transcript: A written record of the conversation.
  • Actions Taken: Any workflows triggered or contact fields updated.

Phone and Availability Tab​

Assign your Voice AI Agent to one or more phone numbers in your sub-account. This ensures that when these numbers are called, the AI Agent will handle the call. You can also configure working hours for the AI Agent to specify when it should be active.

Learn more about setting up and configuring working hours for Voice AI Agents.

Edit or Delete AI Agents​

To modify or remove any of your Voice AI Agents, click on the actions tab for the specific AI Agent and select either Edit or Delete.

Important: Deleting a Voice AI Agent is permanent. If you wish to retain any custom prompt information but deactivate the agent, simply remove the phone number from the agent, and it will no longer handle calls.