AI voice agents: setup and best practices
AI voice agents answer your phone, hold real conversations with callers, and complete tasks like booking appointments - 24/7. They're a flagship Intellivizz feature, included as Unlimited usage on every plan (subject to fair-usage policy).
What an AI voice agent can do
Answer inbound calls and greet callers in your brand voice
Answer common questions (hours, location, pricing, services)
Take messages and forward details to your team
Book appointments directly into your calendar
Hand off to a human agent when needed
Make outbound calls for follow-up, reminders, or surveys
Operate in multiple languages (English, Spanish, and others available)
Voice agent setup
Voice agents are configured during onboarding by your Intellivizz specialist using information you provide:
Business name, hours, address, website
Top 10–20 questions customers ask (FAQ pulled from your real call history if available)
Your services, products, and pricing
Calendar integration so the agent can book in real time
Escalation paths: when to transfer to human, who to transfer to
Brand voice (formal, casual, professional, warm — your call)
Best practices for voice agent design
Be honest with callers - the agent should disclose it's an AI assistant. Pretending to be a human degrades trust when callers figure it out (and they always do)
Keep responses short - phone is a turn-taking medium. Long monologues confuse callers
Always offer a human option - "At any time, say 'agent' to speak with a human"
Test with real scripts - have 10 different people call and try to break it. Update the agent based on what fails
Voice agent costs
AI processing: Unlimited (fair-usage policy applies)
Underlying call minutes: $0.08/minute inbound, $0.13/minute outbound
Premium workflow runs (if voice agent triggers premium actions): $0.02/run
WARNING — HIPAA and AI voice agents
If you're on the Medical (HIPAA) plan, voice agents handling PHI must be configured with strict guardrails: not storing voice recordings beyond required retention windows, BAA-covered processing, restricted external integrations. Your compliance specialist will cover this during onboarding — don't enable PHI-handling voice agent features without that walkthrough.
