Customizing Pre-Built Agents
Learn how to customize a pre-built agent based on your specific use cases.
SalesAi Resource Enablement
23 steps
3 minutes
Salesai
Pre-Built Use Case Selection
1
Navigate to SalesAI.
2
Click **My Agents** on the lefthand side, then click **Create Agent** in the upper right-hand corner.
3
Preview the list of pre-built agents based on the most utilized use cases.
4
Click on the pre-built agent you wish to customize, then click **Create Agent** to proceed.
Category 1: Agent Profile
5
Begin with the first category- Agent Profile. Start by renaming the agent. Start with the **internal name**, and then input your **agent's name** that will be used when introducing itself to customers. Finally, click the drop down arrow to select the **Job Title** for your agent.
6
Next, set your agent's **personality**. Click the drop down arrow next to each option and select your desired preference. When finished, proceed to the next category.
Category 2: Configuration
7
Next, scroll to the top and click Configuration to define your agent's goals and guidance.
8
Start with editing the pre-built prompts. Ensure **Prompts** is selected. Read each prompting section and edit to fit your company's information. If you need to incorporate a custom field, click the bracket icon { }. If you need additional prompting assistance, [check out our Prompting GPT.](https://chatgpt.com/g/g-6a0496d55714819189671180dc560f4b-salesai-prompt-agent-beta)
9
After editing your prompt, proceed to selecting your agent. Click on **Voice** near the top.
10
Confirm and/or change the default and secondary language. Based on the languages selected, a list of agents will appear. **Choose the agent you wish to use.** *Note: Remember your agent's name. If you chose a female name, select a female agent.*
11
Next, edit the **Inbound/Outbound opening message.** If you wish to use a custom field, click the bracket icon { }.
12
Optional: To set the agent's background ambiance, noise suppression, voice performance, etc. click **Advanced Voice Settings.**
13
Adjust each setting then click **Save Changes** in the bottom right hand corner. Proceed to the next category.
Category 3: Actions
14
Next, proceed to Actions to define the primary outcome your agent should work towards (book a meeting or live transfer). Click **Actions.**
15
Decide if you want to book a meeting, live transfer (warm or cold), both, or neither (have your agent be solely informative). Click **Set Up** next to your desired option.
**Note:** If both **Live Transfer** and **Book a Meeting** are enabled, select a **Primary Action**. This determines which action the agent will attempt first before moving to the secondary option.
Category 4: Tools
16
To proceed, click **Tools.**
17
Optional: If you wish to send information the agent collects on the call back to your CRM, paste your webhook URL. If you do not have a CRM, proceed to the next category- Knowledge Base. For assistance with webhooks, contact June- [support@salesai.com](mailto:support@salesai.com)
Category 5: Knowledge
18
Finally, proceed to the last section. Click **Knowledge.**
19
Here, you will input the information you want your agent to pull from when answering questions about your company/product/etc. If you already uploaded knowledge assets into the knowledge library, click **Assign from Knowledge Library.** Follow the on-screen instructions. If you have not already uploaded assets, then click **+ Add New Asset.** Follow the on-screen instructions.
Phone Number Assignment
20
After customizing your agent, proceed to assigning a phone number. Click **Select Phone Number** in the upper right-hand corner.
21
Ensure **Show Only Available Numbers** is selected.
22
**Click the box** to the left of the number you wish to use. Then, click **Assign Phone Number.**
23
When ready, click **Save Changes.**
Your agent will then appear within the My Agents home screen.
Customizing Pre-Built Agents
Learn how to customize a pre-built agent based on your specific use cases.
SalesAi Resource Enablement
23 steps
3 minutes
Salesai
Pre-Built Use Case Selection
1
Navigate to SalesAI.
2
Click **My Agents** on the lefthand side, then click **Create Agent** in the upper right-hand corner.
3
Preview the list of pre-built agents based on the most utilized use cases.
4
Click on the pre-built agent you wish to customize, then click **Create Agent** to proceed.
Category 1: Agent Profile
5
Begin with the first category- Agent Profile. Start by renaming the agent. Start with the **internal name**, and then input your **agent's name** that will be used when introducing itself to customers. Finally, click the drop down arrow to select the **Job Title** for your agent.
6
Next, set your agent's **personality**. Click the drop down arrow next to each option and select your desired preference. When finished, proceed to the next category.
Category 2: Configuration
7
Next, scroll to the top and click Configuration to define your agent's goals and guidance.
8
Start with editing the pre-built prompts. Ensure **Prompts** is selected. Read each prompting section and edit to fit your company's information. If you need to incorporate a custom field, click the bracket icon { }. If you need additional prompting assistance, [check out our Prompting GPT.](https://chatgpt.com/g/g-6a0496d55714819189671180dc560f4b-salesai-prompt-agent-beta)
9
After editing your prompt, proceed to selecting your agent. Click on **Voice** near the top.
10
Confirm and/or change the default and secondary language. Based on the languages selected, a list of agents will appear. **Choose the agent you wish to use.** *Note: Remember your agent's name. If you chose a female name, select a female agent.*
11
Next, edit the **Inbound/Outbound opening message.** If you wish to use a custom field, click the bracket icon { }.
12
Optional: To set the agent's background ambiance, noise suppression, voice performance, etc. click **Advanced Voice Settings.**
13
Adjust each setting then click **Save Changes** in the bottom right hand corner. Proceed to the next category.
Category 3: Actions
14
Next, proceed to Actions to define the primary outcome your agent should work towards (book a meeting or live transfer). Click **Actions.**
15
Decide if you want to book a meeting, live transfer (warm or cold), both, or neither (have your agent be solely informative). Click **Set Up** next to your desired option.
**Note:** If both **Live Transfer** and **Book a Meeting** are enabled, select a **Primary Action**. This determines which action the agent will attempt first before moving to the secondary option.
Category 4: Tools
16
To proceed, click **Tools.**
17
Optional: If you wish to send information the agent collects on the call back to your CRM, paste your webhook URL. If you do not have a CRM, proceed to the next category- Knowledge Base. For assistance with webhooks, contact June- [support@salesai.com](mailto:support@salesai.com)
Category 5: Knowledge
18
Finally, proceed to the last section. Click **Knowledge.**
19
Here, you will input the information you want your agent to pull from when answering questions about your company/product/etc. If you already uploaded knowledge assets into the knowledge library, click **Assign from Knowledge Library.** Follow the on-screen instructions. If you have not already uploaded assets, then click **+ Add New Asset.** Follow the on-screen instructions.
Phone Number Assignment
20
After customizing your agent, proceed to assigning a phone number. Click **Select Phone Number** in the upper right-hand corner.
21
Ensure **Show Only Available Numbers** is selected.
22
**Click the box** to the left of the number you wish to use. Then, click **Assign Phone Number.**
23
When ready, click **Save Changes.**
Your agent will then appear within the My Agents home screen.
