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Learn to Customize Your Agent

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Divyanshu Goel
Updated 11 months ago

Overview

ServiceAgent.ai enables you to present your unique brand voice on every call. This guide will show you how to configure voice settings, suggest guidelines, and add a knowledge base to ensure your AI agent consistently reflects your business style.


Steps to Train Your AI Agent

  1. Select a Voice & Accent
    • In your ServiceAgent.ai dashboard, go to the Agent Settings section.
    • Choose from the available voice options (male or female, with American, British, Spanish, or Australian English accents).
    • Pick the combination that best aligns with your brand image or regional presence.
  2. Craft Your Call Guidelines - Coach your AI Agent the way you will coach a new employee
    • Determine the typical reasons customers call (e.g., product queries, appointments, billing).
    • Incorporate key brand details or promotional messages (e.g., product names, special offers).
    • Keep your language clear and concise; your AI agent should collect relevant info quickly without overwhelming callers.
  3. Add Business Info and FAQs - Share as much context as possible
    • Describe your business in detail so that your AI agent can answer customer questions more accurately.
    • Next, you must add recurring questions and answers to the Knowledge Base portion of your agent settings.
    • Update this list regularly as you discover new frequently asked questions.
  4. Test your Agent
    • ServiceAgent.ai facilitates a Test Agent screen so you can simulate calls & fine tune your agent to best represent your business
    • Listen carefully to verify that the voice, accent, and call guidelines flow all match your expectations.
    • Make any necessary adjustments to your call guidelines, business information or knowledge base answers, then test again until you’re satisfied.



Key Tips

  • Stay Consistent: Use the same brand tone in your call guidelines and knowledge base.
  • Be Concise: Short, direct statements keep callers engaged and help the agent handle calls efficiently.
  • Review & Refine: Regularly revisit your call guidelines and knowledge base answers based on real call data to improve the experience.

With these steps, you’ll have a polished, on-brand AI agent ready to handle (and impress) every caller.
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