Before You Call
Before testing, make sure these three things are in place:- You have an assistant created. Go to Assistants in the sidebar and confirm at least one assistant exists and is active.
- A phone number is assigned. Go to Phone System and verify a phone number has an assistant assigned to it. If the number shows “Unassigned,” click it and assign your assistant.
- Your subscription is active. Go to Settings > Billing and confirm your plan is current. Calls won’t be answered without an active subscription.
How to Test Your Assistant
The simplest way to test is to call your VozAgent phone number from your personal phone. Here’s how:- Find your VozAgent number. Go to Phone System and note the phone number assigned to your assistant.
- Call the number from your phone. Use your mobile phone or any other phone line.
- Listen and interact. Your AI assistant will pick up, deliver its greeting, and start the conversation.
Tip: If you just set up the number, wait 2-3 minutes before calling. Newly provisioned numbers can take a moment to become fully active across carrier networks.
What Happens During a Call
Here’s what you’ll experience when your assistant answers:1. The Greeting
Your assistant picks up and introduces itself. A typical greeting sounds something like: “Hi, thanks for calling [Your Business Name]. I’m an AI assistant and I can help you schedule service, answer questions, or take a message. How can I help you today?” The greeting is based on the configuration you set during assistant creation. It includes your business name and lets the caller know they’re speaking with an AI.2. The Conversation
After the greeting, your assistant listens to the caller and responds naturally. Depending on how you configured it, the assistant can:- Answer questions about your business using information from your knowledge base
- Collect caller information like name, phone number, and what they need
- Book appointments if you have a calendar connected and appointment booking enabled
- Handle emergencies by transferring the call or sending you an alert (if configured)
- Transfer to a real person if the caller requests it and you’ve set up call transfers
3. Wrapping Up
When the conversation is complete — the caller’s question is answered, an appointment is booked, or a message is taken — the assistant wraps up politely and ends the call.4. After the Call
Once the call ends, VozAgent processes the conversation and:- Saves the call to your Call Activity log with a full recording and transcript
- Creates or updates a contact with the caller’s information
- Books the appointment on your calendar (if one was scheduled during the call)
- Updates your dashboard with the new call data
What to Listen For
When testing your assistant, pay attention to these things:Does the greeting sound right?
- Does it mention your business name?
- Is it clear that the caller is speaking with an AI assistant?
- Is it concise (under 15 seconds)?
Does the assistant answer questions accurately?
- Ask about your services, hours, or pricing
- The assistant should reference information from your knowledge base
- If it can’t answer something, it should handle it gracefully (not make things up)
Does booking work?
- If you have a calendar connected, ask to schedule an appointment
- The assistant should offer available time slots based on your calendar
- After booking, check that the appointment appears on both your VozAgent Calendar page and your connected calendar
Does it collect the right information?
- Check that the assistant asks the questions you configured (name, phone, reason for calling, etc.)
- Make sure it doesn’t skip required questions or ask unnecessary ones
Does the voice and tone feel right?
- Is the conversation natural and friendly?
- Does the assistant sound professional without being robotic?
Checking Your Call Afterward
After your test call, you can review everything that happened:- Go to Call Activity in the sidebar. Your test call should appear at the top of the list.
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Click the call to open the detail view. Here you’ll find:
- Call summary — An AI-generated summary of the conversation
- Recording — Listen to the full call audio
- Transcript — Read the complete conversation word by word
- Contact — See the contact that was created or updated
- Ended reason — Why the call ended (customer hung up, assistant ended, etc.)
- Check your Calendar if you booked an appointment during the test. Go to Calendar in the sidebar and verify the appointment appears.
- Check your Contacts to see if a new contact was created from the call.
Common First-Call Issues
The phone just rings and nobody answers
- Make sure an assistant is assigned to the phone number (go to Phone System and check)
- Verify your subscription is active
- Wait a couple minutes if the number was just provisioned
The assistant gives wrong information
- Check your knowledge base — the assistant can only reference what you’ve given it
- Update your assistant’s instructions if the behavior doesn’t match your expectations
- Add missing information to your knowledge base
The call drops after a few seconds
- Review the call recording in Call Activity to see what happened
- Check the “Ended Reason” field — it tells you whether the caller hung up, the assistant ended the call, or there was a technical issue
The assistant doesn’t ask the right questions
- Open your assistant’s settings and review the questions you configured during setup
- Make sure the right questions are toggled on and organized in the order you want
Making It Better
Your first call is a starting point. Here’s how to refine your assistant over time:- Listen to every call during the first week. This is the fastest way to spot areas for improvement.
- Add to your knowledge base whenever you notice the assistant can’t answer a question. See Knowledge Base Overview.
- Adjust your assistant’s instructions based on what you hear in call recordings. See Editing Your Assistant.
- Ask a friend to call. Have someone who doesn’t know about VozAgent call the number and interact naturally. Their feedback can reveal things you might miss when testing yourself.
- Review your dashboard regularly. As calls come in, your analytics dashboard will show patterns in who’s calling and why, helping you optimize your assistant’s performance.
Next Steps
- Understanding Your Dashboard — See your call analytics
- Call Quality Tips — Improve call quality and assistant performance
- Editing Your Assistant — Refine your assistant’s behavior
- Knowledge Base Overview — Add more information for your assistant

