Introduction

ServiceAgent.ai is designed to make creating an AI agent quick and intuitive. In just a few clicks, you can configure your new helper, select a customized voice, assign a phone number, and train your agent with relevant FAQs. Let’s dive in!

1. Accessing the “Create New Agent” Page

When you’re on your ServiceAgent.ai dashboard, you can begin by selecting “Create Agent.” This leads you to a setup screen where you’ll name your agent and choose its voice:

1. Name Your Agent
   Decide on a name that fits your brand style—something simple like “Dave” or “Hannah,” or stick with a more formal title.
2. Select a Voice & Accent
   Pick from a variety of accents and voice types to give your new agent the professional tone or friendly vibe you want.
3. Choose an Industry AI Model
   Some businesses leverage specialized models, such as Electrical, HVAC, or others, ensuring the agent’s responses align with industry jargon and best practices.
4. Provide Call Guidelines
   You can also add or edit scripts for particular scenarios, such as sales inquiries, scheduling, or support issues by providing call guidelines for your agent.
5. Create Agent
   After filling in these basic details, click “Create Agent,” and your new assistant is live.

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2. Testing Your Agent & Adjusting Basic Info

Once your agent is created, you’ll likely want to test it out to see how it sounds and responds. You can do this through the “Test Agent” page, which offers a quick preview of voice capabilities.
After confirming everything is running smoothly, head over to “Agent Settings” to finalize the basics:

1. Link a Phone Number
   • Get a New Number: ServiceAgent.ai allows you to acquire a dedicated local or toll-free number on the spot.
   • Free Number: If you prefer starting small or testing, you can select the free number provided.
   • Porting Your Existing Number: Already have a business line? No problem. Reach out to the team for guidance.
2. Enter Business Info
   • Under the “Business Info” tab, you can describe your company. This content helps shape the agent’s conversation style when engaging with callers.

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3. Building a Knowledge Base of FAQs

One of the most powerful features of ServiceAgent.ai is the Knowledge Base. Here’s where you can add frequently asked questions to train your AI agent:

1. Add Questions
   Simply click “Add Question” and input a query that customers might ask:
   

   “Does the AI agent handle after-hours calls?”

2. Provide Answers
   Follow with the response that best represents your business stance or procedure:
   

   “Absolutely! We have 24/7 coverage to ensure calls are never missed.”

3. Save Your Changes
   Don’t forget to hit “Save Agent” so your AI agent can immediately use this updated information.

Pro Tip: Keep FAQs short and to the point. Clear messaging prevents confusion and helps your agent deliver concise answers.

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4. Monitoring and Reviewing Calls

Once your agent is ready to take live calls, you can keep an eye on everything through your dashboard:

1. Check Incoming Calls
   Update all your contacts to the "Contacts" page and monitor call logs to see who’s calling and when.
2. Review Summaries & Transcripts
   ServiceAgent.ai automatically generates summaries and transcripts, helping you identify areas for improvement or common customer questions not yet covered in your FAQs.
3. Fine-Tune Agent Settings
   If repeated misunderstandings pop up, revise your Knowledge Base or create new scripts to address them. Small adjustments can lead to significant improvements in agent performance.

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Conclusion

Creating and customizing a new AI agent in ServiceAgent.ai is a straightforward process. With just a few steps, you can:

1. Name and configure the agent to match your brand voice and industry.
2. Link a phone number and fill in relevant business information.
3. Add FAQs to the Knowledge Base for accurate, helpful responses 24/7.

Once you save your setup, your AI agent is fully capable of handling calls, generating transcripts, and saving you time by automating routine conversations. If any questions arise or you’d like assistance tailoring your agent’s guidelines, the ServiceAgent.ai support team is ready to help. Happy onboarding!