Configuration Guide for Callin.io
AI Agent
This guide walks you through the updated 3-step process to create an AI agent in Callin.io.
Step 1: Basic Information
Begin by entering the core settings for your agent:- Agent Name: The internal name used to identify your agent.
- Agent Type:
- Inbound: Handles incoming calls to your number.
- Outbound: Makes calls to your contacts.
- Maximum Call Duration: Set the time limit (in minutes) for each call.
- Intelligence Type:
- Standard AI: Uses general AI knowledge.
- Knowledge-Based: Uses your documents to answer.
- Optional Call Settings:
- Answering machine detection
- Background ambience
- Webhook URL: (Optional) To receive events and transcripts.
Step 2: Voice & Language
In this step, configure the language and select the voice that your agent will use:- Language: Choose the language your agent will speak.
- Voice: Select from a list of available male/female voices.
- Use the play icon to preview each voice before selecting.
Step 3: Prompt & Behavior
Define how your agent behaves and responds during conversations:- Category: Select a predefined category.
- Greeting Message: What the agent says first on call.
- Conversation Prompt: Write instructions for your agent.
- Available Variables: Use smart tags like
[first_name],[company_name],[appointment_date], etc. - Call Actions:
- Schedule Appointments
- Forward to Human
- Google Calendar Integration (optional): Allows agents to book directly in your calendar.
