AI Voice Agent - Virtual Receptionist

• 1Enable AI Voice Agent on your account
  AI Voice Agent must be enabled by our Support team before it appears in your settings. Contact Support to request activation. Once enabled, navigate to Settings → Voice AI Agents to begin setup.
• 2Configure Agent Details
  Fill in the basic identity of your AI agent:

  • Agent Name – You can create multiple agents for different roles or departments.
  • Business Name – Displayed to callers for a personalized experience.
  • Language – Select the language that best suits your audience.
  • Voice & Temperament – Choose a voice style and personality that aligns with your brand.
  • Timezone – Match your account/team's working timezone for accurate scheduling.
  • Initial Message – The agent's opening message (max 190 characters). Keep it clear and concise.
    
    
• 3Set Agent Goals & Actions
  Choose how the agent collects information and handles calls. Two modes are available:

  Basic Mode

  • Define what information to collect: Name, Email, Address, and Reason for Calling.
  • By default, a call transcription note is added to the contact's record in TheraSaaS.
  • Select a workflow to trigger after the call for automated follow-ups.
  • Configure notification preferences — choose which TheraSaaS users or custom email addresses receive the call transcript.
    
    

  Advanced Mode

  • Prompt – Define a custom script for the agent, ensuring consistency in every call.
  • During or Post-Call Actions – Configure triggers for: Call Transfer, Trigger Workflow, Send SMS, Update Contact Field, Book Appointment, or Custom Action (Beta).
    
  • Knowledge Base – Build a reference document the agent can draw on to answer specific caller questions. Train it via URLs, FAQ entries, or uploaded files.
    
• 4Assign a phone number & set availability
  Add an existing TheraSaaS phone number or set up a dedicated new number for the agent. Then define when the agent is active:

  • Backup Mode – Agent answers only if no team member picks up the call.
  • Working Hours Mode – Agent acts as the primary receiver during specified hours.
    
• 5Test before going live
  Use the test call feature directly within the agent's setup page. Before fully deploying, verify that:

  • Caller information is captured correctly — update the prompt if needed.
  • Automations and notifications trigger as expected.
  • Call handling aligns with your business needs.

Once your agent is live, the Dashboard & Logs section gives you full visibility into performance, including:

• Number of completed calls and overall agent activity.
• Actions triggered — track automation efficiency at a glance.
• Client feedback sentiment to gauge caller satisfaction.
• Call duration for monitoring engagement levels.
• Detailed call summaries and full transcripts for reference and compliance.
  
   

Two billing models are available — pay per use or a flat unlimited monthly plan at $197/month.