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Prerequisites

Before you begin, make sure you have:
  • A VozAgent account (sign up at vozagent.ai)
  • Basic information about your business
  • A phone to test calls with

Step 1: Create an Account

Visit vozagent.ai/auth and sign up for an account. You can use your email or sign in with Google for faster onboarding. After signing up, you’ll be asked to select a plan. All plans include a free trial so you can test the platform before committing.

Step 2: Set Up Your Business

Complete the onboarding wizard to set up your business profile. This includes:
  • Business name and contact information
  • Industry (Outdoor Living, Home Services, etc.)
  • Services you offer
  • Business hours
  • Website URL (optional but recommended for knowledge extraction)

Step 3: Create an Assistant

Navigate to Assistants in your dashboard and click Create Assistant. Choose the type that fits your needs:

Inbound Assistant

Answers incoming calls, qualifies leads, and books appointments.

Outbound Assistant

Makes outgoing calls for follow-ups and campaigns.
Follow the wizard to configure your assistant’s voice, greeting, booking behavior, and more.

Step 4: Connect a Phone Number

Go to Phone Numbers in your dashboard and add a new number. You can:
  • Purchase a new number through Twilio or Telnyx
  • Connect an existing number you already own
Assign the phone number to your newly created assistant.

Step 5: Test Your Assistant

Call the phone number you just set up. Your AI assistant will answer and handle the conversation based on your configuration. After the call:
  • Check Call Activity to see the call log
  • Review the transcript and summary
  • Verify contact was saved in Contacts

Next Steps

Congratulations! You’ve set up your first VozAgent voice assistant. Here’s what to explore next:

Add Knowledge

Make your assistant smarter with your business information.

Connect Integrations

Sync with your CRM and calendar.

Explore the API

Build custom integrations with our REST API.