Quickstart in 10 minutes
sipgate AI Agents automatically answer calls, recognize customer concerns, and respond intelligently. They answer common questions, route conversations to the right contacts, or capture important information. In this step-by-step guide, you will learn how to set up and configure your first AI phone assistant in under 10 minutes.
Additionally, you will find prepared Use Cases, which show how all components of the AI Agents work together in typical situations and make it easier to understand.
Note: Before use, a location verification is required.
Set up AI Agent - step by step
Create first agent
After logging in, you will find the AI Agents section in the product menu. There you can add a new agent or select an existing one for editing. Choose the languagein which your agent should conduct phone calls. Enter the name of your company and your industry Click on Continue. Later, you can access all settings important for getting started via the configuration page.
Store company profile
Describe your company and your services as if you were explaining them to a customer on the phone: What do you offer, for whom, and what makes you special?
Your agent uses this text to inform callers competently.
Note: The description must be at least 20 characters long.
Click on Continue.
Set greeting text
The greeting text is automatically prefilled with your company name. Adjust it if necessary.
Note: For legal reasons, the digital service must be mentioned. The text is read aloud word for word and does not automatically adapt to later language changes.
Click on Continue. Your agent is now being created.
Assign phone number
After creating the agent, a dialog for assigning a phone number opens automatically. Select the phone number on which your agent should be reachable and confirm.
In the basic settings, you define the name and label of the AI Agent. In this section, you also choose the voice of the phone assistant. The selection applies to all conversations and can be adjusted at any time.
Define common customer questions
Under customer questions, you can store typical questions and the corresponding answers that the AI Agent should answer automatically. The questions should be formulated clearly and, if possible, not be too similar. A clean separation improves the recognition and the answer quality of the phone assistant.
Under playbooks, you define the processes for specific call types. Here you specify which steps the AI Agent goes through in a conversation and how it reacts to certain keywords. If a conversation should be ended automatically after all steps are completed, this must be explicitly stored in the playbook.
After configuration, integrate the AI Agent into routing. From this point on, it handles incoming calls according to the defined rules.
Important components of the AI Agent at a glance
Voice and language You can determine how the agent sounds and in which language conversations are conducted. These apply to all calls and can be adjusted at any time.
Knowledge base Common customer questions and the content in the knowledge base determine what information the agent can provide and how it should respond to inquiries.
Playbooks The so-called scenarios define processes for specific call types. They control which steps the agent goes through in what order and how it reacts to certain keywords.
Routing and forwarding Routing determines when and how calls are forwarded to the agent and during which periods it is active.
All settings of an agent can be adjusted at any time. It is not necessary to define all details during the initial setup. Many adjustments emerge during ongoing operation.
The agent is now ready for use. Further adjustments, analyses, and optimizations can be made at any time.
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