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What is an Agent?

Uservox agents are AI-powered voice assistants that can handle inbound and outbound conversations, qualify leads, answer questions, book meetings, and update your CRM — all autonomously.
  • Understand intent and context in real time
  • Follow configurable conversation flows and guardrails
  • Integrate with CRMs and business systems to read/write data
  • Provide call summaries, transcripts, and outcomes automatically

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Create an Agent

  1. Go to the Dashboard at https://app.uservox.ai
  2. Navigate to Agents and click New Agent
  3. Configure basics
    • Name, purpose, default language and voice
    • Knowledge sources (FAQs, product info, website)
  4. Define conversation behavior
    • Greeting, qualification questions, fallback behavior
    • CRM fields to capture (e.g., name, email, company, budget)
  5. Integrations (optional)
    • Connect your CRM so the agent can read/write lead records
    • Enable calendar or webhooks if needed
  6. Save and publish

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Try an Agent

  • Test Call: Use the Test/Preview to simulate calls directly in the browser
  • Sample Leads: Trigger a sample outbound flow to hear the script
  • Monitoring: Review transcripts, outcomes, and captured fields after each test

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Best Practices

  • Keep qualification concise (3–5 key questions)
  • Add clear success and disqualification criteria
  • Set up guardrails for unsupported topics
  • Connect your CRM for end-to-end automation