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AI Voice Agent (24/7 Smart Receptionist)

Thehe AI Voice Agent ensures your clients never missis a lead again. It acts as a professional, 24/7professional-grade virtual receptionist that canensures answer questions, provideyour business information,never misses a lead. This guide covers how to activate the service as a reseller and evenhow bookto appointmentsconfigure directlythe intoagent afor calendar—allmaximum while sounding natural and helpful.efficiency.

1.Part The1: OverviewReseller DashboardActivation (Provisioning the Service)

WhenBefore your client can use the tool, you accessmust activate it within the AIResell Voice Agent dashboard, you get a real-time snapshot of the agent's performance:Portal.

    1. Status:Marketplace: SeeLog ifin to www.resellportal.com, go to the agent is activeMarketplace, and whatselect mode it is in (e.g.,the SchedulerAI ModeVoice Agent forfrom bookingthe appointments).Business AI Suite.

    2. AIAssign Phone Number:Client: TheChoose permanentan numberexisting assignedclient toor theadd AIa agent.new This number is used to handle incoming traffic.one.

    3. Analytics:Billing Cycle: Track "Calls Today" and "Total Appointments" booked by the AI.

    4. Recent Activity: View recent calls, read full conversation transcripts, and see customer details for follow-up.

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2. Configuring the AI "Brain" (Edit Configuration)

To make the agent effective, you must train it onSelect your client'spreferred business.billing Click "Edit Configuration" to access these settings:

Basic Information

  • Agent Name & Welcome Message: Define how the AI introduces the businessterm (e.g.,Monthly, "ThanksQuarterly, for calling Sunburst Auto Sales, how can I help you?"etc.).

  • Agent Mode:Activate: SelectEnsure your wallet has sufficient funds and click SchedulerAdd Service to Client to have the AI focus on booking appointments, or Informational for general Q&A.

  • Voice Type: Choose from various personas (e.g., Kimberly - Warm) to match the brand's personality.

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The Knowledge Base (AI Training)

This is where the AI becomes an expert.

  • Website Re-Scan: Simply enter the client’s website URL. The system will automatically scan and extract information about inventory, pricing, services, and FAQs.

  • Business Knowledge: You can review the scanned data (as seen in the Sunburst Auto Sales example) to ensure the AI knows exactly what cars are in stock, current pricing, and business hours.

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Notifications & Alerts

  • Callback Alerts: Enter a mobile number to receive instant SMS alerts when a customer specifically asks for a human to call them back.

  • Preferences: Toggle email notifications for every incoming call, callback request, or scheduled appointment.

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3. Deployment: Smart Phone Widgets

The Smart Phone Widget is a dynamic tool for the client’s website that automatically routes customers to the right place based on the time of day.

Creating a New Widget

Click "+ Create Widget" and fill in the following:

  • Live Phone Number: The number for the human staff (used during business hours).

  • AI Phone Number:Onboarding: TheYour numberclient forwill receive an automated email with their dashboard login credentials.

    • Part 2: How the AI Voice Agent Works (usedCustomer afterView)

    hours).

    The Voice Agent is an AI-powered system designed to handle inquiries, schedule meetings, and qualify leads.

  • BusinessThe HoursIdeal & Timezone:Workflow: SetUse theour specific operating hours for the week.

  • VisualSmart Branding:Widget Chooseon ayour colorwebsite. themeDuring (Blue,business Green, Red, etc.) and togglehours, the "Open Now / Closed" status badge.

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How it Works:

  • During Business Hours: The website widget displays theyour Livelive Number,office encouragingnumber. customers to call the office.

  • After Hours:hours, The widgetit automatically switches to show the AI Number,. ensuringThis ensures that while your staff is away, the AI Agent picks up the phone andto handleshandle inquiries instantly.

    Part 3: Initial Setup & Configuration

    1. Choosing Your Permanent Number

    When you first open the inquirytool, you will be prompted to choose a phone number.

    • Search by Area Code: Find a local number that fits your business location.

    • ⚠️ Important: This number is permanent and cannot be changed or bookingdeleted whileonce selected. It will serve as the staffgateway for your AI Agent.

    2. Customizing Your Agent

    Click Edit Configuration to define your agent’s personality and knowledge:

    • Basic Info: Set the Business/Agent Name and a custom Welcome Message (e.g., "Hello! You've reached Sunburst Auto Sales, how can I help you today?").

    • Voice Type: Choose a voice persona (Male/Female) that matches your brand tone.

          • Knowledge Base: Enter your website URL and click Scan. The AI will crawl your site to learn your services, inventory, and FAQs.

    • Custom Knowledge: You can manually add or edit information to ensure the AI has the most up-to-date details not found on your website.

    3. Setting Notification Preferences

    • Callback Number: Set a mobile number to receive alerts when a caller requests to speak to a human.

    • Alert Toggles: Choose to be notified via email for every new call, scheduled appointment, or callback request.

    Part 4: The 4 Agent Modes

    You can set a specific goal for your agent depending on your business needs:

    1. 📅 Scheduler: The agent’s primary goal is away.to book appointments. It interacts with the caller to find a preferred date/time, sends an email request to you, and provides a confirmation email to the caller.

    2. 📋 Collector: The agent focuses on gathering lead data (Name, Email, Phone, and specific project details). This information is sent to you immediately via email.

    3. ℹ️ Informer: Ideal for general Q&A. The agent uses your scanned website content to answer frequently asked questions about your hours, location, and services.

    4. 🎯 Qualifier: The agent asks targeted questions to determine if a caller is a "hot lead" based on your criteria. You receive the qualification results via email.

    Part 5: Viewing Call Logs & Transcripts

    You can monitor all AI interactions under the Recent Calls section on the main page:

    • AI Summary: A quick bulleted summary of what the call was about.

    • Full Transcript: A word-for-word text record of the conversation.

        • Caller Details: View the caller's number and the specific outcome (e.g., "Appointment Scheduled").

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        Deployment:

        • Once
      created,
      • click "Get Code" to receive a small snippet of code that can be pasted into any website.

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    4.Part Managing6: CallCreating Logsthe Website Widget

    TheTo Recentimplement Callsthe section"Number providesSwitcher" fullon transparency:your website:

      1. ViewCreate Conversation:Widget: ReadClick the full"Create textWidget" transcriptbutton.

        of

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        exactly what the customer said and how the AI responded.


      2. CallConfiguration:

        Back:

        • Enter the Live Number If(for thebusiness AI flags a high-intent lead, you can initiate a callback with one click.hours).

        • The AppointmentAI Details:Number Ifis theauto-filled agentfrom wasyour inaccount.

        • Set your SchedulerBusiness ModeHours, you can see the specific date and timeTimezone.

          the
          • customer
        • chose.

          Select a Color Theme to match your website design.


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      3. Reseller Pro-Tip:Deployment:

        4.  

        Pitch this to local businesses (contractors, salons, auto dealers) as a way toClick "StopCreate losing money to missed calls."Widget, Bythen using theclick WebsiteCopy Re-scanCode. feature,Paste youthis canHTML snippet into your website's footer or header.

      The widget will now automatically toggle between your live staff and your AI Agent based on the time of day.

      Summary for Resellers:
      The AI Voice Agent is a "sticky" service with high retention. By helping your clients set up atheir fullyKnowledge trained,Base professionaland AIWidget, agentyou forprovide them with a client24/7 insales lessforce thanthat 10never minutes.takes a day off.

      Ready to activate? Find the AI Voice Agent in the Marketplace on www.resellportal.com.

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