Automation

How to create an AI phone agent

AI Phone Agent lets you create a voice agent for repeatable customer conversations such as enquiries, appointment requests and routine support calls.

A useful agent starts with a narrow job, a clear welcome message and instructions that explain what it may do, what it must not claim and when it should hand the conversation to a person.

When to use this

  • You receive recurring calls that follow a predictable structure.
  • You want a voice agent to collect details or help with appointment requests.
  • You need a consistent first response outside your staffed hours.

Create the agent

  1. Open AI Phone Agent

    Open AI Phone Agent and choose Add New Agent. Existing agents remain visible on the page, so you can return to one later to refine its instructions or training.

    AmmarAI AI Phone Agent page with existing agents and the Add New Agent button
    Start a new voice agent or open an existing one.
  2. Define the conversation

    Give the agent a recognizable title, write the greeting callers hear first and add instructions for its role and behaviour. Choose the language, maximum call duration and voice. If the agent handles bookings, enable the booking option only when that belongs in its job.

    AmmarAI phone agent form with title, welcome message, instructions, language, duration and voice fields
    Define the role, greeting, limits and voice before training the agent.
  3. Train it with approved information

    Add a website URL, PDF or text source that contains the information the agent may use. Prefer a focused FAQ, policy or service page over a broad source with unrelated material, then continue when the training source is ready.

    AmmarAI phone agent training screen with URL, PDF and Text source options
    Use focused, current sources for the agent's answers.
  4. Return to the agent list

    After saving, return to My Phone Call Agents to confirm the new agent appears with the expected voice and status. Open it again whenever the greeting, instructions or source material changes.

    AmmarAI My Phone Call Agents list showing saved voice agents
    Saved agents remain available for review and refinement.

Write safer instructions

  • State the agent's purpose in one sentence before adding detailed rules.
  • Tell it which details to collect and which details it must never request.
  • Include a clear handoff rule for emergencies, complaints and questions outside its knowledge.
  • Do not train it on confidential files unless every caller is authorised to receive that information.
  • Test the greeting, interruptions, silence and an out-of-scope question before using the agent with customers.