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Create Your First AI Voice Agent

Get up and running with Recepta.ai in just a few simple steps. This guide will walk you through creating your first AI voice agent and setting up a chat widget.
1

Describe your business

Tell us about your business to customize your AI agent:
  • Business Name & Description: How your AI agent will introduce your company
  • Industry & Services: What your business offers to customers
  • Target Audience: Who your typical customers are
  • Business Goals: How the AI agent should help your business
This step takes about 2 minutes and helps us create agents perfectly tailored to your business needs.
2

Business location and operating hours

Set up your location and availability:
  • Business Address: Where your business is located
  • Service Areas: Geographic regions you serve
  • Operating Hours: When your business is open
  • Time Zone: Your local time zone for scheduling
This information helps the AI agent provide accurate availability and location-based responses to customers.
3

Your frequently asked questions

Add your most common customer questions and answers:
  • Common Questions: Questions customers ask regularly
  • Detailed Answers: Accurate responses in your business’s voice
  • Contact Information: How customers can reach you
  • Policies: Business policies and procedures
The more FAQs you provide, the better your AI agent will handle customer inquiries.
4

Qualify new clients and customers

Configure how your agent handles different caller types:
  • Potential New Clients: Questions to qualify leads
  • Existing Customers: Information to collect for support
  • Sales Inquiries: Lead qualification criteria
  • General Callers: Basic information collection
Set up qualification questions that help you identify the best prospects and provide appropriate service levels.
5

Upload knowledge base

Enhance your agent with additional business knowledge:
  • Business Documents: Upload manuals, guides, policies
  • Website Content: Import information from your website
  • Training Materials: Add specialized knowledge
  • Custom Instructions: Specific handling procedures
This step takes about 3 minutes and significantly improves your agent’s ability to provide accurate, detailed responses.

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Next Steps

Congratulations! Your AI voice agent is now live. Here’s what to do next:

Set Up Chat Widget

Add a chat widget to your website for additional customer touchpoints.

Monitor Performance

Track calls, analyze conversations, and optimize your agent’s performance.

Add Knowledge Base

Upload FAQs, manuals, and documents to improve agent responses.

Advanced Configuration

Fine-tune prompts, set up webhooks, and customize advanced features.

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Common Issues

  • Check that your agent status is “Active” in the dashboard
  • Verify your phone number is properly configured
  • Ensure you’re calling during configured business hours
  • Check your account billing status
  • Test with different phones/networks
  • Check your internet connection stability
  • Try adjusting voice speed settings
  • Contact support if issues persist
  • Review and update your general prompt
  • Add specific training for common scenarios
  • Upload relevant knowledge base documents
  • Use the feedback system to improve responses

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Need Help?

Get Support

Our support team is available 24/7 to help you get started. Don’t hesitate to reach out with questions!
Ready to go live? Your AI voice agent is now configured and ready to handle customer calls. Monitor the dashboard for incoming calls and performance metrics.