Quickstart in 10 minutes

sipgate AI Agents automatically answer calls, recognize customer concerns, and respond intelligently to them. They answer common questions, route conversations to the right contacts, or record important information. In this step-by-step guide, you'll learn how to set up and configure your first AI phone assistant in under 10 minutes.

In addition, you will find prepared Use Cases, which show how all components of the AI Agents work together in typical situations and make classification easier.

Note: Before use, a location verification is required.

Set up AI Agent - step by step

1

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 in. Click on Next. Later, you can access all settings important for the start via the configuration page.

2

Enter 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 Next.

3

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 indicated. The text is read out verbatim and does not automatically adapt to later language changes.

Click on Continue. Your agent is now being created.

4

Assign phone number

After creating the agent, a dialog for phone number assignment opens automatically. Choose the phone number through which your agent should be reachable, and confirm.

If no suitable phone number is available, first book a sipgate package with phone numbers, for example a SIP Trunk. For this, your account must be fully set up and verified. Learn more in the article account verification.

5

Set basic settings

In the basic settings, you define the name and designation of the AI Agent. In this section, you also select the voice of the phone assistant. The selection applies to all conversations and can be adjusted at any time.

6

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 clearly formulated and as similar to each other as possible. A clear separation improves recognition and the phone assistant's response quality.

7

Set playbooks

Under playbooks, you define the workflows for specific types of calls. Here you specify which steps the AI Agent goes through in a conversation and how it responds to certain keywords. If a conversation is to be automatically ended after all steps have been completed, this must be explicitly stored in the playbook.

8

Integrate agent into routing

After configuration, you integrate the AI Agent into routing. From that point on, it handles incoming calls according to the defined rules.

Overview of the key components of the AI Agent

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.

Store customer questions or knowledge base

So that your AI Agent can answer inquiries, store the relevant information either as customer questions or in the knowledge base.

Customer questions They are suitable for individual, clearly defined questions with fixed answers, for example about opening hours, address, or appointments.

The knowledge base is suitable for more extensive content such as FAQs, product information, or process descriptions. It helps the AI Agent respond more flexibly to different concerns and phrasings.

Do not maintain the same content twice in customer questions and the knowledge base. Duplicate or conflicting information can reduce answer quality.

Playbooks

The playbooks define workflows for certain types of calls. They control which steps the agent goes through in which order and how it responds to specific keywords.

Routing and forwarding

Routing determines when and how calls are forwarded to the agent and during which periods it is active.

All settings for 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.

Now the agent is ready for use. Further adjustments, analyses, and optimizations can be made at any time.