---
title: Creating a new call agent
description: "### Call Agents - Getting Started Create a voice AI agent that answers phone calls automatically: 1. Click **\"Call Funnels\"** in the sidebar 2. Click **\"+ Create Call Funnel\"** button 3. Follow the setup wizard --- ### Step 1: Basic…"
url: "https://funneler.ai/guide/creating-a-new-call-agent/"
updated: "2026-03-13"
category: Call Agent Funnels
---

# Creating a new call agent

### Call Agents - Getting Started

Create a voice AI agent that answers phone calls automatically:

1. Click **"Call Funnels"** in the sidebar
2. Click **"+ Create Call Funnel"** button
3. Follow the setup wizard

---

### Step 1: Basic Setup

**Funnel Name:**

- Internal reference name
- Examples: "Main Sales Line", "Support Hotline", "Lead Qualifier"
- Not heard by callers

**Agent Name:**

- How AI introduces itself on calls
- Examples: "David", "Lisa", "Sales Assistant"
- Keep it simple and professional

**Business Information:**

- Company name
- Industry/business type
- Main service/product offering

**Example:**

```
Funnel Name: "Inbound Sales Line"
Agent Name: "Michael"
Company: "Acme Software"
```

Click **"Next"**.

---

### Step 2: Phone Number Setup

Choose how to get a phone number:

#### Option 1: Platform Number (Recommended)

**Easiest setup - No Twilio account needed:**

1. Select **"Get Platform Number"**
2. Choose your country
3. Select area code/region
4. Browse available numbers
5. Click **"Claim Number"**
6. Number activates instantly

**Pricing:** Included in your plan quota

#### Option 2: Bring Your Own Twilio

**For existing Twilio customers:**

1. Select **"Use My Twilio Account"**
2. Enter Twilio credentials:

- Account SID
- Auth Token

1. Choose existing number or purchase new
2. Click **"Configure"**

**Benefits:**

- Use existing phone numbers
- Custom Twilio settings
- Direct billing control

Click **"Next"** after number setup.

---

### Step 3: Voice Configuration

#### Select Voice Provider

**Standard Voices (Included):**

- Good quality
- Multiple accents
- Male and female options
- No extra cost

**ElevenLabs (Premium):**

- Ultra-realistic voices
- Natural intonation
- Emotional expression
- Requires API key

#### Choose Your Voice

1. **Preview voices:**

- Click play on each option
- Listen to sample phrases
- Test with your content

1. **Select voice:**

- Choose the one that matches your brand
- Consider your audience
- Professional vs friendly

1. **Voice settings:**

- **Speaking Speed:** Slow, Normal, Fast
- **Pitch:** Adjust higher or lower
- **Stability:** Consistent vs Expressive

**Example voices:**

- **Rachel** - Professional, clear, American accent
- **Matthew** - Authoritative, deep, British accent
- **Emma** - Friendly, warm, Australian accent

#### Greeting Configuration

**Opening message:**
What AI says when answering:

```
Example:
"Hello! Thanks for calling Acme Software.
This is Michael, your AI assistant. How can I help you today?"
```

**Best practices:**

- Keep under 10 seconds
- State company name
- Introduce AI clearly
- Ask how you can help

**Language Settings:**

- Primary language (English, Spanish, French, etc.)
- Enable multi-language detection
- Add greeting translations

Click **"Next"**.

---

### Step 4: Call Handling

#### Business Hours

**Set availability:**

1. Define operating hours
2. Different message for after-hours
3. Time zone selection

**Example:**

```
Monday-Friday: 9:00 AM - 6:00 PM EST
Saturday: 10:00 AM - 2:00 PM EST
Sunday: Closed

After-hours message:
"Thanks for calling! We're currently closed. Our hours are
Monday through Friday, 9 AM to 6 PM Eastern. Please leave
your name and number, and we'll call you back first thing
in the morning."
```

#### Voicemail Handling

**When caller goes to voicemail:**

- Enable voicemail detection
- Leave custom message
- Create lead from voicemail
- Send notification

**Voicemail message template:**

```
"Hi, you've reached [Your Name] at [Company]. Sorry we
missed your call! Please leave your name, number, and a
brief message, and we'll get back to you within 24 hours."
```

#### Call Recording

**Recording options:**

- ✅ Record all calls (recommended)
- ☐ Don't record

**Uses for recordings:**

- Training and quality assurance
- Lead context
- Compliance
- Dispute resolution

**Note:** Recording laws vary by region. Ensure compliance.

Click **"Next"**.

---

### Step 5: Lead Qualification

#### Essential Information

**What to collect during calls:**

- ✅ Caller name
- ✅ Phone number (auto-captured)
- ✅ Email address
- ☐ Company name (B2B)
- ☐ Budget range
- ☐ Timeline

#### Qualification Questions

**Add custom questions:**

1. Click **"+ Add Question"**
2. Configure question

**Example B2B questions:**

```
Q: "What's your company size?"
Options:
- 1-10 employees
- 11-50 employees
- 51-200 employees
- 200+ employees

Q: "What's your timeline for implementation?"
Options:
- Immediate (this month)
- 1-3 months
- 3-6 months
- Just researching

Q: "What's your budget range?"
Options:
- Under $5,000
- $5,000 - $15,000
- $15,000 - $50,000
- Over $50,000
```

#### Qualification Logic

**Set lead scoring:**

1. Assign points to answers
2. Define qualified threshold
3. Set actions for hot leads

**Example scoring:**

```
Timeline "Immediate": +25 points
Budget "Over $50,000": +30 points
Company "200+ employees": +20 points

Score 50+: Hot lead, priority notification
Score 25-49: Warm lead, standard notification
Score 0-24: Cold lead, add to nurture list
```

Click **"Next"**.

---

### Step 6: Calendar Integration (Optional)

#### Connect Calendar

**For appointment booking:**

1. Click **"Connect Calendar"**
2. Choose provider:

- Google Calendar
- Calendly

1. Authorize access
2. Select calendar

#### Booking Settings

**Configure appointments:**

- **Meeting duration:** 15, 30, 45, 60 minutes
- **Buffer time:** Minutes between meetings
- **Availability:** Working hours only
- **Booking window:** How far in advance

**AI booking flow:**

```
AI: "I'd be happy to schedule a call with our team.
     Let me check available times. What works better
     for you - mornings or afternoons?"

Caller: "Afternoons work better."

AI: "Perfect! I have availability tomorrow at 2 PM
     or Thursday at 3 PM. Which works for you?"

Caller: "Thursday at 3 works."

AI: "Great! I've booked you for Thursday at 3 PM.
     You'll receive a confirmation email at the
     address you provided. Is there anything else?"
```

Click **"Next"**.

---

### Step 7: AI Training

#### Upload Call Scripts

**Provide conversation examples:**

1. Click **"Upload Script"**
2. Paste your ideal call flow
3. Format as dialogue

**Example script:**

```
Agent: Hello! Thanks for calling Acme Software.
       This is Michael. How can I help you today?

Caller: I'm interested in your project management software.

Agent: Excellent! We'd love to help. Can I ask what
       you're currently using for project management?

Caller: We're using spreadsheets right now.

Agent: I hear that a lot! Many of our customers started
       the same way. Our software makes it much easier to
       track projects, assign tasks, and collaborate with
       your team. How many people are on your team?

Caller: About 15 people.

Agent: Perfect size for our Growth plan. Can I ask what
       your biggest pain point is with spreadsheets?
```

#### Add Knowledge Base

**Upload supporting content:**

- Product information
- Pricing details
- FAQ answers
- Company policies

**Formats accepted:**

- Text files
- PDFs
- Website links
- Direct text entry

#### Objection Handling

**Train for common objections:**

```
Objection: "That's expensive"
Response: "I understand cost is a concern. Many customers
find that the time saved pays for itself in the first
month. Our Growth plan is $49 per user, which works out
to about $1.60 per day. Can I share how customers typically
see ROI?"

Objection: "I need to discuss with my team"
Response: "Absolutely! That's a smart approach. What
specific information would help your team make a decision?
I'm happy to send over case studies, pricing details, or
schedule a demo for your whole team."
```

Click **"Next"**.

---

### Step 8: Final Settings

#### Notifications

**Who gets notified:**

- Email for new calls
- Email for qualified leads
- SMS for hot leads (coming soon)

**Notification timing:**

- Immediate (every call)

#### Call Forwarding

**Transfer to human:**

- Enable live transfer
- Business hours only

#### Analytics

**Tracking:**

- Call volume
- Average duration
- Lead conversion rate
- Qualification scores

---

### Step 9: Test & Launch

#### Test Your Call Agent

**Before going live:**

1. Click **"Test Call"** button
2. Call the test number
3. Verify:

- ✅ AI answers properly
- ✅ Voice sounds natural
- ✅ Information is accurate
- ✅ Lead capture works
- ✅ Calendar booking works
- ✅ Recording functions

1. **Review test call:**

- Listen to recording
- Read transcript
- Check lead data
- Make adjustments

#### Launch

**Go live:**

1. Review all settings
2. Click **"Publish Funnel"**
3. Share your phone number
4. Monitor first calls closely
5. Iterate based on feedback

#### Promote Your Number

**Where to share:**

- Website (replace old number)
- Business cards
- Email signature
- Google My Business
- Advertising campaigns
- Social media profiles