Quickstart Guide

Prerequisites

• A SquawkVoice account (app.squawkvoice.ai)
• Basic knowledge of your business processes and customer interactions
• Documents or FAQs you want your agent to reference (optional)

Step 1: Access the Studio

1. Log in to your SquawkVoice account at app.squawkvoice.ai. You’ll land on the Home page.
2. Click AI Agents in the sidebar to open your agent list. The sidebar starts as a narrow icon rail: point at an icon to see its name, or click the Expand sidebar button at the bottom of the rail to show the labels. You can also press Cmd/Ctrl+K, type “AI Agents”, and press Enter. See Navigating Studio for more.

Step 2: Create Your First Agent

1. On the agent list, click Create Agent, at the top right next to Import Agent. If you have no agents yet, the empty page has a Create Agent button too.
2. Choose a template. Start from the Blank template or pick a ready-made template. Use Search templates to narrow the list. The template you pick becomes the agent’s starting Guidelines. Picking a template also fills in the Assistant name, so choose the template first. Then change the Assistant name to one that represents the agent’s role (e.g., “Customer Support Bot”).
3. Click Next to open Voice & Greeting. Edit the greeting callers hear and choose a voice. A starting greeting and voice are already filled in, and both are required. Select Play sample on a voice to hear it.
4. Click Next to open Knowledge. Point at an existing Knowledge Group and click Link, or click Create Knowledge Group to make a new one named after your agent and fill it right away. You can leave this empty and link a Knowledge Group later (see Step 4).
5. Click Finish & Test My Agent. Studio creates the agent, opens its page and starts a test call from your browser.

Step 3: Configure Agent Behavior in Guidelines

1. Open the Guidelines card and use the modular block-based editor to define your agent’s role and behavior.
2. Example prompt for a customer support agent:

You are a helpful customer support agent for [Your Company]. Your role is to:
- Answer customer questions about products and services
- Help with order status and returns
- Provide technical support for common issues
- Escalate complex issues to human agents when necessary

Always be polite, professional, and helpful. If you don't know something, say so and offer to connect the customer with a human agent.

Configure Voice Settings

1. Open the Voice Configuration card. On Selected Voice, scroll the list under Choose a voice and pick one that matches your brand personality. Studio saves your choice as soon as you pick it.
2. Switch to the Tone + energy tab at the top of the panel and adjust Speed and, where the voice offers them, Stability and Similarity (a Google voice responds only to Speed). These save on their own a moment after you move them.
3. To change what callers hear first, open the Greeting & Sign-off card.

Step 4: Link Knowledge Base (Optional)

1. Navigate to Knowledge Base in the Build section.
2. Click Create Knowledge Group.
3. Enter a Name. A Description is optional. Click Create.
4. Once the Knowledge Group is created, add web scrapes, documents and FAQs as needed.
5. Open your agent from AI Agents and select its Knowledge Base card. Point at the new Knowledge Group and click Link. A Linked badge confirms it. (On a narrow screen, the Link button is always visible.)

Step 5: Test Your Agent

1. On your agent’s page, click Talk to start a test call from your browser, or Chat to try it in a test chat
2. Try various scenarios your customers might encounter
3. Refine the agent’s responses and instructions as needed
4. Test with different voice settings to ensure natural flow

Step 6: Put Your Agent on a Phone Number

1. Open Manage → Phone Numbers. It isn’t in the default sidebar for account users, so add it with Customize sidebar at the foot of the sidebar, or press Cmd/Ctrl+K and search for Phone Numbers. See Navigating Studio.
2. Click Buy Number, choose a country, click Search, then click Purchase on the number you want. Your first phone number is free.
3. Click Assign on the new number and choose your agent.

Step 7: Monitor and Optimize

1. Open Optimize → Call History in the sidebar to read transcripts of your agent’s calls
2. Open Optimize → Call Analytics to view performance metrics
3. Identify areas for improvement
4. Update your agent’s knowledge base and instructions based on real usage. If you’ve published the agent, press Publish afterwards so callers get the change; an agent you haven’t published already uses your latest edits on real calls. Talk and Chat always use your latest edits. See Publishing Your Agent.

Next Steps

Common Issues and Solutions

Need Help?

• Documentation: Explore our comprehensive guides in the navigation
• Support: Email us at support@squawkvoice.ai
• Community: Join our Discord community for tips and best practices
• Training: Schedule a personalized onboarding session with our team