Creating Voice Agents
This guide walks you through setting up an AI voice agent that handles phone calls for your business.
Prerequisites
- A Dynaris account on any paid plan
- Voice Agent add-on enabled (see Pricing)
Step 1: Start the creation wizard
Navigate to the Voice page from the sidebar and click Create Voice Agent. The wizard has seven steps.
Step 2: Basic information
Give your voice agent a name and description. The name is for your reference (callers will not hear it). The description helps you remember the agent's purpose.
Examples:
- Name: Lead Qualifier | Description: Screens inbound sales calls and qualifies leads before routing
- Name: Appointment Scheduler | Description: Books appointments for consulting sessions
- Name: Support Agent | Description: Handles common customer support questions
Step 3: Voice settings
Choose your agent's voice profile:
- Voice type -- Select from available voice options (different tones, accents, and styles)
- Speaking speed -- Adjust how fast the agent speaks
Pick a voice that matches your brand. A professional services firm might choose a calm, measured voice, while a tech startup might prefer something more energetic.
Step 4: Tools
Select which tools your voice agent can use during calls:
- Calendar -- Check availability and book meetings
- Contacts -- Look up and create contact records
- Knowledge Base -- Search your documents for answers
- Email -- Send follow-up emails after the call
- SMS -- Send text confirmations or follow-ups
Only enable the tools your agent actually needs. Fewer tools means faster responses.
Step 5: Prompt
Write the instructions that guide your agent's behavior:
- Greeting -- How the agent answers the phone
- Personality -- Tone, formality, speaking style
- Capabilities -- What the agent should offer to do
- Boundaries -- What the agent should not do or discuss
- Handoff -- When to transfer to a human or take a message
Example prompt:
You are a friendly appointment scheduler for Acme Consulting. Answer calls professionally and help callers book a consultation. Check calendar availability and suggest the next three available slots. If the caller has questions about services, refer to the knowledge base. If the question is about pricing, let them know a team member will follow up by email.
Step 6: Phone number
Assign a phone number to your voice agent:
- Purchase a new number -- Buy a Twilio phone number directly in Dynaris
- Assign an existing number -- If you already have Twilio numbers, assign one to this agent
The phone number is where inbound callers will reach your agent.
Step 7: Review and activate
Review all settings and click Activate to go live. Your voice agent starts accepting calls immediately.
Testing your agent
Before sharing the number publicly, make a test call:
- Use the Demo Call feature in the voice agent settings
- This connects you directly to your agent
- Test common scenarios -- greeting, questions, booking, edge cases
- Adjust the prompt based on what you hear
Tips for effective voice agents
- Keep prompts concise. Long, complex prompts can slow response time.
- Test with real scenarios. Think about what callers actually ask and test those paths.
- Enable only needed tools. Each tool adds latency to responses.
- Update the Knowledge Base. Your agent can only answer questions about content you have uploaded.
- Monitor call logs. Review transcripts to identify common issues and improve the prompt.