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Learn to Customize Your Agent

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Divyanshu Goel
Updated 8 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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