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Quickstart Guide

Get your first AI voice agent up and running in under 10 minutes with this step-by-step guide.

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Prerequisites

Before you begin, make sure you have:
  • 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)
Currently, SquawkVoice accounts are provisioned internally by our team. Please contact support@squawkvoice.ai to get started.

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Step 1: Access the Studio

  1. Log in to your SquawkVoice account at app.squawkvoice.ai
  2. Navigate to the Build section in the left sidebar
  3. Click on AI Agents to access the agent creation interface

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Step 2: Create Your First Agent

  1. Click the Create new button in the top right corner
  2. Give your agent a name: Choose a descriptive name (e.g., “Customer Support Bot”)

Agent Configuration Tips

  • Use clear, descriptive names for easy identification

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Step 3: Configure Agent Behavior in Guidelines

  1. In the Guidelines section, 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.

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Configure Voice Settings

  1. Select a voice that matches your brand personality
  2. Adjust speech rate and tone as needed
Enhance your agent’s capabilities by adding company-specific information:
  1. Navigate to Knowledge Base in the Build section
  2. Click Create new
  3. Enter name and description
  4. Create Knowledge Group.
  5. Once the Knowledge Group is created, add web scrapes, documents and FAQs as needed.
  6. Navigate back to the AI Agent -> Knowledge Base tab and click + Link Knowledge Base button to link the newly created Knowledge Group.
Supported file formats: PDF, DOCX, TXT, CSV. Maximum file size: 512MB per file or 5,000,000 tokens.
An AI Agent can only be linked to at most two Knowledge Groups

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Step 5: Test Your Agent

  1. Use the Test Your Agent feature in the agent builder
  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

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Step 6: Monitor and Optimize

  1. Navigate to the Analyze section to view performance metrics
  2. Review call analytics and history
  3. Identify areas for improvement
  4. Update your agent’s knowledge base and instructions based on real usage

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Next Steps

Now that you have your first agent deployed, explore these advanced features:

Advanced Agent Design

Learn about conversation flows, function calling, and advanced agent behaviors

Knowledge Management

Expand your agent’s knowledge with comprehensive document management

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Common Issues and Solutions

Review and refine your agent’s instructions. Make sure the prompt clearly defines the agent’s role and expected behavior. Test with various scenarios to identify gaps.
Adjust the voice settings in the Voice & Guidelines section. Try different voices and speech rates to find the best match for your brand.
Ensure your documents are properly uploaded and processed. Check that the content is relevant and well-structured. You may need to rephrase questions or add more specific information to your knowledge base.
Verify your integration settings and credentials. Check the API documentation for proper authentication and endpoint configuration. Contact support if you need assistance with specific integrations.

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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