Agents
Train your agent
The Voice Trainer lets you practice with your agent and tell it what to fix, out loud or in writing. Every fix becomes a rule the agent follows on real calls once you publish.
- Go to Agents and click Train on the agent's card. You can also click Train its voice on the agent's edit page.
- Enter Your name (the agent greets you with it). Optional: fill in Who should you be? to set the kind of prospect you'll play.
- Click Start practice call and allow your microphone. The call runs in your browser and you play the prospect.
- When something sounds off, hold HOLD TO COACH, say the fix, and let go. Tap Type to write a fix instead. Tap Redo to have it run its last line again.
- Click End, then Review playbook. Each fix is saved as a rule. You can add, edit or delete rules, start from a template, or restore an earlier version.
- Click Publish to live calls. Until you do, the playbook shows Not live yet and only practice calls use your changes. Click Discard changes to go back to what's live.
The counter at the top shows how many practice minutes you have left today. The daily amount depends on your plan.
Tips from live calls
Tips you send from the Live console are saved under What you've taught it on the agent's edit page. Click Add to instructions on a tip, or Draft updated instructions from these tips, read the draft and click Use this. Then click Save agent.
Training takes spoken or typed coaching and rules you write. It doesn't take uploaded documents or call recordings.
Still stuck? Talk to a person.