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Voice Agents allow you to automate inbound and outbound phone calls. They are great for lead qualification, appointment scheduling, customer support and follow ups. To start creating a voice agent, follow these steps:
  • In the left sidebar, click Voice Agents, then Voice Agents in the sub menu.
  • Within the Voice Agents list page, select the Create Voice Agent button at the top right.
You can watch our tutorial video anytime by using the Help option at the bottom right.

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Agent Settings

The first step to configuring your voice agent is to select the language and the voice. You can select voices from Google or Eleven Labs. To listen to the voice before selecting simply click the play button. The gear icon to the right of the voice selector is to select the Eleven Labs voice model. This is only available after selecting a voice from ElevenLabs. The following voice models are supported:
  • flash_v2
  • flash_v2_5
  • turbo_v2
  • turbo_v2_5
Some voice models have lower lantencies and can improve real time conversations. The next step is to set the global prompt. The global prompt is a critical piece to ensuring your voice agent achieves the business goal. By default we include a default prompt, you can use the AI Assistant to help you write a more extensive prompt. You can also add dynamic fields into your global prompt, allowing the voice agent to have more context about the caller they are speaking with. You can select Insert Field at the top right and choose from the contact fields in Routera.
To map HubSpot contact fields with Routera fields. Navigate to the settings > integrations page and select the gear icon on the HubSpot integration. Here you can map fields from HubSpot.

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Transcription Settings

Within the transcription settings you will be able to select either:
  • Optimize for Speed
  • Optimize for Quality
Our STT transcription models are either specialised to optimize for lower latencies and faster responses, or to optimize for quality of the transcription and ensure we capture the speech as accurately as possible.

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Tools

Within the tools tab you will be able to activate default system tools as well as custom tools. Our system tools include:
  • End call: Allow the AI to automatically end the call based on some criteria.
  • Transfer to number: Allow the AI to automatically transfer the call.
  • Do not call: Detects when a user explicitely states they do not want to be called and want to be removed from receiving calls. (DNC)

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Publishing and Testing

Once you’ve saved your Voice Agent, it will automatically be published. You will now need to associate your Voice Agent with a phone number. Review our guide to Creating Phone Numbers which shows you how to purchase a new number, and associate a Voice Agent to receive and make calls from that phone number.