Create and Edit Process

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1. Adding an Agent to the Process

Each process begins by assigning a Voice Agent.
The agent defines the voice, script, and logic that will be used for every call in this process. Steps:

1. Go to Processes → Duplicate Existing Process.
2. Enter a process name and description.
3. Under Agent, select the desired voice agent from the dropdown.
   (Example: Process 4 steps, Process 6 steps, etc depending on your campaign.)

💡 Tip: Use different agents for different workflows — e.g., loan follow-ups, lead verification, or renewal reminders.

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2. Scheduling Calls

UserVox gives you flexibility to schedule follow-up calls in two ways:

• Using Calling Windows, or
• Using AI Instructions (based on what the customer says).

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a. Scheduling with Calling Windows

Calling windows define when a call can be placed — for example, only during business hours. Example:

• Call Type: second_contact
• Window: Next available window

You can also define Window on Disposition — different schedules depending on the call outcome.
(Refer to Screenshot 1) Steps:

1. Under Action, select Schedule Call.
2. Choose a callType such as first_contact, second_contact, or follow_up.
3. Set the window (e.g., “Next available window”).
4. Under windowOnDisposition, define follow-up timings based on specific dispositions.
   • Example: “Working with Competitor → Next Week.”
   • Example: “No Reason Shared → 2 Weeks Later.”
5. Click Add to include additional disposition rules.

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b. Scheduling Using Instructions

When you want the AI to schedule follow-ups dynamically based on what the user says — for example, “I’ll be back from my village next week” — use AI Instructions.
(Refer to Screenshot 1 — bottom section) Steps:

1. Under instructionOnDisposition, select a disposition (e.g., Went to Village).
2. Add a natural-language instruction such as:

   “Setup a follow-up call when the driver has said they will be back from the village; if no timeline is given, then schedule a call after 7 days.”

This allows UserVox to automatically pick up user intent and reat

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3. Adding Transformations

Transformations help you clean, adjust, or rename input fields before sending them to the voice agent.
(Refer to Screenshot 3) Example Use Case:
If your incoming data includes full names but your agent script only needs the first name. Steps:

1. Click Add Transform.
2. Choose the Transform Type (e.g., Custom Transform).
3. Enter the Field Key — e.g., firstname.
4. Add an Instruction — e.g., “take first part of name”.
5. Optionally, specify a Target Key (output field).
6. Click Add Transform to save.

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4. Setting Dispositions

Dispositions capture the outcome of each call and trigger what happens next.
(Refer to Screenshot 2) Each disposition can be tagged as:

• Success (e.g., SiteVisitPlanned, Hot)
• Failure (e.g., InvalidNumber, NotInterested)
• Neutral (e.g., CallBackLater, Attempted)

Steps:

1. Navigate to the Dispositions tab in your process.
2. Click Add New Disposition.
3. Enter a Name, select a Type, and write a Prompt that defines when this status should be used.
4. Save the disposition.

📊 Dispositions feed into reporting and re-calling logic — so make sure each scenario (success, failure, neutral) is well-defined.

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5. Defining Calling Windows

To ensure compliance and optimize reach rates, define calling windows (the time periods when calls are allowed). Steps:

1. Go to Calling Windows section.
2. Set preferred start and end times (e.g., 10:00 AM – 7:00 PM).
3. Choose active days (e.g., Monday to Saturday).
4. Optionally, assign specific windows to follow-ups or retries.tempt calls intelligently.