Managing Voice Agents

This section explains how to configure and manage your Voice Agents — including setting up call templates, purchasing phone numbers, initiating and scheduling calls, and managing call statuses.

Step 1: Access Manage Calls

  1. From the Voice Agents page, click the Manage Calls icon next to your Voice Agent.

  2. This opens the main interface where you can create call templates, purchase or assign phone numbers, and initiate or schedule calls.

Step 2: Create Call Templates

Before initiating or scheduling calls, you must create at least one call template.

Templates define what your Voice Agent will say when the call is placed.

  1. Navigate to the Template tab.

  1. Click Create First Template (if none exist) or Create Template.

  1. Fill in the required fields:

  • Template Name

  • Language

  • Template Message (e.g., “Hi, this is ExpertEase AI. How can I help you today?”)

  1. Click Create Template to save.

You can view, edit, or delete existing templates in the same interface.

Step 3: Purchase and Assign a Phone Number

A Voice Agent requires an active phone number to make and receive calls.

  1. Go to the Phone Numbers tab and click Buy Phone Number.

  1. Select:

    • Country

    • State/Territory

    • City/Locality

    • Results Limit (how many numbers to display)

    • Capabilities (ensure Voice Enabled is selected — this is required).

  2. Click Search Numbers to display available options.

  1. Click Select to choose your preferred number, then Purchase Number to confirm.

  1. Once purchased, click Assign next to the number to link it to your Voice Agent.

After assignment, the number’s Status will change from Available to In Use, indicating that it is active and connected.

Step 4: Initiate Calls

After setting up templates and assigning a phone number, you can initiate calls in two ways — Single Call or Bulk Calls.

Single Call

  1. Under the Initiate tab, select Single Call.

  2. Enter the Phone Number, and select the Language and Template.

  3. Click Initiate Call.

Your Voice Agent will immediately place the call and play the configured message.

Bulk Calls

  1. Go to the Bulk Calls tab under Initiate.

  2. Click Add First Call or Add New Call.

  1. Enter details for each call: Phone Number, Language, Template, then click Add Call.

  1. Review entries under Pending Calls. You can delete unwanted entries.

  2. Adjust Rows per page to control how many entries are visible, and use pagination arrows to navigate.

  3. When ready, click Initiate n Calls (n = total number of calls added).

Your Voice Agent will begin calling all listed numbers sequentially.

Step 5: Schedule Calls

You can also schedule calls in advance using either Schedule Single Call or Schedule Bulk Calls.

Schedule Single Call

  1. Go to the Schedule tab and select Schedule Single Call.

  2. Enter the Phone Number, select Language, and Template.

  3. Click the calendar icon to set the Date & Time.

  1. Choose the Timezone (based on the recipient’s local time), then click Schedule Call to confirm..

Schedule Bulk Calls

You can add multiple calls either manually or by uploading a CSV file.

Option 1: Manual Entry

  1. In Schedule Bulk Calls, choose Manual Entry.

  2. Click Schedule First Call or Schedule New Call.

  1. Enter the Phone Number, Language, Template, Date & Time, and Timezone.

  2. Click Add Call.

  1. Repeat for additional calls.

  2. Review entries in the Scheduled Calls list, delete unwanted ones, and click Schedule n Calls to finalize.

Option 2: CSV Upload

  1. Switch to the CSV Upload tab.

  2. Click Download Template to get the CSV format.

  1. Fill in call details following the provided structure.

  2. Upload your completed file (you may remove and reupload if needed).

  3. Click Schedule Calls from File to confirm scheduling.

Check Scheduled Calls

  1. Navigate to the Status tab.

  2. Review all scheduled calls, edit details, or delete entries as needed.

Note

  • All configurations, including templates, phone numbers, and schedules, can be updated anytime under Edit Voice Agent.

  • Voice Enabled capability is mandatory for all phone numbers used by Voice Agents.

  • Templates define what your Voice Agent says when a call is initiated or scheduled.

  • Bulk operations (both Initiate and Schedule) are ideal for high-volume outreach.

  • Timezones determine when the scheduled call will be executed according to the recipient’s local time — always verify that the selected timezone matches the recipient’s region before confirming.

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