Voice AI agents
Build and demo Voice AI agents that feel like real assistants, using structured roleplay calls that create belief and collect high-quality lead data.
Why voice demos matter
Voice AI agents feel real when they talk like a team member who already works in your business, not a generic bot.
Experience creates belief. When you roleplay a live call and the agent says "here is what I would do if I worked in your business," prospects understand the value much faster than through slides or feature lists.
A strong demo call shows that the agent can:
- Greet callers naturally and ask permission to run a quick demo.
- Learn about the business in a few questions.
- Switch into roleplay as the business's own assistant.
- Collect and confirm contact details that your team can actually use.
- Know its limits and escalate cleanly when it cannot complete a task.
Recommended conversation structure
Shape your Voice AI script and prompt to follow a predictable, high-signal flow:
-
Warm greeting and permission
- Introduce the agent and ask if you can run a quick example call.
- Set expectations that this is a demo and will take only a couple of minutes.
-
Capture and confirm identity
- Ask for first and last name.
- Repeat and confirm spelling so your CRM data stays clean.
-
Understand the business
- Ask for the business name and confirm you heard it correctly.
- Ask about industry and typical customers so the agent can roleplay accurately.
-
Switch into roleplay
- Tell the caller you will now act as their business's assistant.
- Use the business name in responses to make the conversation feel tailored.
-
Handle a realistic request
- Use a practical scenario, like an inventory or availability question.
- If the agent cannot access that system, it should say so and promise a follow-up from a team member.
-
Collect follow-up details
- Ask for delivery address and preferred delivery time window.
- Offer to schedule a follow-up or have someone contact them.
- Offer to collect email, and respect it if the caller declines.
-
Close with clear next steps
- Recap what you captured.
- Confirm that a human will follow up when the request is outside the agent's lane.
Short example call excerpt
Agent: Thanks for taking a moment to roleplay this with me. I want to show you what I would do if I worked in your business.
Agent: Can I start by getting your first and last name so I know who I am talking to?
Caller: It is David Morgan.
Agent: Thank you, David. Is that M-o-r-g-a-n for your last name?
Caller: Yes, that is right.
Agent: Great. What is the name of your business so I can speak like I am your assistant?
Use this as a pattern: short, polite questions, clear confirmations, and forward motion toward a helpful outcome.
Configure a demo-ready Voice AI agent
Use your Voice AI platform to mirror the conversation structure above. The example below uses a HighLevel-style workflow to show the main pieces; adapt the same pattern if your account uses a different interface.
Create a new Voice AI agent
- Navigate to your AI agents area and choose the Voice AI section.
- Create a new Custom Agent dedicated to demos instead of reusing a production agent.
- Name it clearly so sales and demo teammates can find it.
Select voice and calling behavior
- Pick a voice that matches your audience (for example, accent and gender that feel natural for your typical caller).
- Adjust speaking speed so the agent is easy to follow during a live demo.
- Tune other voice behavior controls your account exposes, such as temperature or expressiveness and volume.
Craft the initial message
- Set an opening line that explains who the agent is and why it is calling.
- In HighLevel-style builders, use a custom value such as
{{location.name}}(labeled "location name") so the agent can say the business name dynamically. - Keep the first message short so the caller can interrupt naturally.
Connect knowledge and roleplay prompt
- Attach the relevant knowledge base so the agent can answer questions about the business.
- Switch to Advanced Mode (or equivalent) in the prompt section.
- Replace the default prompt with a roleplay prompt that instructs the agent to act as the business's assistant, follow the demo conversation structure, and always confirm key details like name and spelling.
Configure actions and data capture
- Enable actions your account supports, such as:
- Appointment booking for callers who are ready to schedule.
- Trigger workflow or similar automation when a qualified lead completes the demo.
- Send SMS confirmations or follow-up messages.
- Map fields so the agent updates contact records (for example, first name, last name, email) as it confirms them on the call.
- Configure notifications, such as emailing the call transcript to admins or a specific demo inbox.
Assign number, hours, and limits
- Assign a dedicated phone number to this demo agent so you can share it in sales calls.
- Set working hours so calls route only when the agent should answer.
- Configure a maximum call time, such as 15 minutes, to keep demos tight and predictable.
Test, refine, and record a sample demo
- Call the agent yourself and walk through the full demo script.
- Listen for places where it talks too fast, interrupts, or misses confirmations, then adjust voice and prompt settings.
- Once it feels smooth, record a short sample demo call that sales can use in prospect meetings.
Interface labels and available actions can vary by account and plan. Verify which Voice AI features (appointment booking, SMS, workflows) are active in your workspace before promising them in a demo.
Guardrails for safe and trustworthy calls
Strong guardrails make your demos feel credible and keep production calls safe.
- Never guess information. Instruct the agent to admit when it does not know something instead of making up answers, especially for pricing, inventory, or medical/financial advice.
- Escalate to a human when needed. When requests require access it does not have (for example, live inventory or account specifics), the agent should explain the limit and promise that a team member will follow up.
- Confirm spelling and critical inputs. For names, email addresses, and addresses, have the agent repeat back or spell out what it captured so your CRM data stays accurate.
- Stay within its lane. The agent should stick to tasks you have explicitly enabled (like scheduling or answering FAQs) and hand off anything outside that scope.
Next steps
Extend your Voice AI agent across channels and richer flows.
Last updated today
Built with Documentation.AI