Calling agents
Reusable voice personas with scripts and knowledge.
Calling Agents are the reusable personas that power your calling campaigns. Design an agent once — its voice, personality, objectives, and knowledge — then deploy it across many campaigns for consistent conversations.
End-to-end operator flow
- 1Start: open this feature from the dashboard sidebar and confirm your prerequisites are connected in Settings.
- 2Configure: complete the required fields and selections for your target audience and objective.
- 3Launch: run the action immediately or schedule it for later based on your workflow.
- 4Monitor: watch status, history, and dashboard metrics to confirm progress and outcomes.
- 5Troubleshoot: if results stall, verify credentials, audience data quality, and feature-specific validation messages.
What defines an agent
Persona & objective
The agent’s role, tone, and the goal it drives every call toward.
Script & prompts
The opening, talking points, and objection handling it follows.
Knowledge
Reference material the agent can draw on, searchable so it answers accurately.
Creating and reusing agents
- 1Open Calling Agents and create a new agent with its persona and script.
- 2Add any knowledge or reference documents you want it to use.
- 3Save it, then select it when configuring a VoiceReach campaign.
- 4Iterate: refine the script and every future campaign using that agent inherits the improvement.
Tips
- Use the knowledge search on the Calling Agents page to check an agent finds the right answers before putting it on live calls.