Voice agents · 7 min
Set Up a Voice Agent
This guide walks through the first working setup: choose a template, teach the agent about your business, preview the voice, connect a phone number, and verify the agent is ready for callers.
Walkthrough
Step by step
Open the Agents area
Sign in to VZFLO, open Agents, then choose New Agent. Start with a template if one matches the job this agent should do.
Phone agents
Call-handling agents
These agents answer calls, use voices, and can be connected to phone numbers.
Click Create agent in the Phone agents section.
Use one agent per clear job: sales calls, booking calls, support intake, after-hours answering, or quote requests.
Choose the voice and model settings
Pick the voice profile and model that best fit the tone of your business. Use the preview call controls to hear the greeting before customers do.
On the agent page, use the Voice row and click Edit.
A warm, direct greeting usually performs better than a long scripted introduction.
Add business identity and call instructions
Tell the agent the business name, service area, hours, services, pricing rules, scheduling policy, and what information to collect from callers.
Training
Call behavior
Use Business for identity, then update Call behavior cards for instructions.
Write instructions as if you are training a new front desk teammate: specific rules beat broad slogans.
Connect a phone number
Go to Phone Numbers, choose or import a number, and assign it to the agent. Calls to that number will route to the selected voice agent.
Click Change in the Connected number row.
If you operate multiple brands or workflows, use separate numbers so call context is obvious.
Run a preview call
Call the agent or use the built-in preview. Ask common questions, try a booking or quote request, and confirm the transcript captures the important details.
Click the phone icon beside Talk to assistant to run a preview call.
Test the awkward cases too: pricing questions, caller interruptions, no availability, wrong service area, and requests for a human.
Review analytics and logs
After test calls, open Analytics and Organization Log. Check transcripts, summaries, call outcomes, and any follow-up created by the agent.
A clean launch means the call is answered, the caller is understood, and the next action is visible in the workspace.
Before you finish
Launch checklist
- The agent has a clear job and matching template.
- The greeting sounds natural in a preview call.
- Business hours, services, service area, and escalation rules are written down.
- A phone number is assigned to the agent.
- A test call appears in Analytics with a usable transcript.
Fix common issues
Troubleshooting
The agent answers with the wrong tone or too much detail.
Shorten the greeting and add direct behavior instructions such as “answer in one or two sentences unless the caller asks for detail.”
The agent misses key business facts.
Add those facts to the agent instructions in plain language, then run another preview call.
Calls do not route to the agent.
Confirm the phone number is assigned to the correct agent and that the number is active in Phone Numbers.
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