WEBVTT

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Today I'm going to show you how to build an AI voice agent using N810 and retail AI to automate phone

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calls for appointment booking, lead generation and customer support.

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When a potential customer fills out a form on your website, they're already interested.

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But if you don't reach out quickly, there's a high chance they'll go to your competition.

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Studies show that responding within the first five minutes can increase conversion rates by over 400%.

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Yet most businesses take hours or even days.

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This AI voice agent ensures you never miss an opportunity.

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It will instantly call new leads, confirm their interest, answer basic questions, and book appointments

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directly in your calendar, all on autopilot.

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And book appointments directly in your calendar, all on autopilot.

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By the end of this tutorial, you'll have a fully functional AI voice agent that you can customize to

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fit your needs.

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So this is our simple automation which will trigger our voice agent.

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This prompt guides our agent on what to say and how to behave.

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All right, now let's do a quick demo.

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Yes.

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This is Sophia.

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Am I speaking with Damien?

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Hi.

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Yes.

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How can I help you?

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Great.

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I'm reaching out because you recently showed interest in our AI automation solutions.

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Is now a good time for a quick chat?

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Oh, yes.

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That's fine.

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Awesome.

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At adaptive AI, we create AI agents and automation to help businesses work smarter, save time and

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scale with ease.

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Would you like me to schedule a discovery call with one of our AI automation specialists to discuss

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how we can help optimize and scale your business.

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Yes, please.

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We can do that.

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Great.

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What date and time worked best for you?

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Can we do Tuesday next week?

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Sure.

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What time?

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On Tuesday?

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Next week works best for you.

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Uh, at 10 a.m., please.

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Let me check if we have availability for next Tuesday at ten in the morning.

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It looks like we don't have availability at 10 a.m. on Tuesday, but we do have nearby options.

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We can schedule for Monday between 10 a.m. and 1 p.m. or 3 p.m. to 5 p.m. or Wednesday between 9 a.m.

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and 11 a.m..

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Do any of these work for you?

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Can we do Monday at 12 p.m.?

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Please?

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Let me book your appointment for Monday at 12 p.m..

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Your appointment has been successfully booked for Monday at 12 p.m..

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Thank you for your time, Damien.

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If you have any questions before then, feel free to reach out.

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Have a great day.

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Goodbye.

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Yeah.

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So as you can see, uh, the meeting has been successfully booked.

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I strongly recommend changing your time zone so the times are correct for all tasks.

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So click on these three dots.

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Click on settings.

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And select your time zone.

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Save it.

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So for the sake of this tutorial we'll be using a form submission, which is a dedicated node in an

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attempt to generate web forms and pass the responses to the workflow.

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But you can easily integrate Typeform, Jotform or any other forms builder.

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So this HTTP request Note.

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Trigger.

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Our voice agent on retail AI platform.

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Now, when I click Test Workflow, the submission form should pop up.

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When a prospect fills out a form on your website.

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Your AI agent will immediately call them, gather their details, and schedule a meeting without you

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lifting a finger.

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Right, guys?

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Now let's create this setup from scratch.

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So first we need to add our submission form.

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So let's search for form.

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Choose the first one.

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Now we need to create our form and all the fields.

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So give it a name.

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Description.

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Please tell us more.

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About yourself.

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self.

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The first bit be.

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What's your name?

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As a placeholder.

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Give it some random first name.

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As you can change it to the first name.

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The next field.

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What's your email address?

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Obviously we need a phone number.

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So what's your.

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Phone number?

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And what services?

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Are you most interested in?

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Now when you click Test Step.

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The submission form will pop up.

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So just simply fill out the form and click submit.

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Now that we have data in our flow, we can create the next node which is HTTP request node to send all

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the data to our agent on retail AI platform.

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So simply search for HTTP request node.

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And because we want to send all the data.

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So all this information such as first name, email, phone number and services, we need to switch the

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method to post method.

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Now you have to provide URL.

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So we need to check retail AI documentation.

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So go to retail AI documentation and under Create Phone call you will see this dashboard.

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Simply copy this URL.

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And paste your workflow.

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Just right here.

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Now we need to send headers.

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And as you can see the first header we have authorization.

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So copy it.

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Paste it in the name field.

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As a value.

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You have better.

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And our API token.

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Go back to Nathan.

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Paste it right here.

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Then create an account on retail AI platform.

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And.

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On the left hand side.

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Under API keys.

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Add new API key.

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Give it a name.

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Create.

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Just copy it.

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Go back to Nathan.

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And paste it.

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Paste it right after beta.

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Now we need to send the body.

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So we need.

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Name and value.

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Go back to the documentation.

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Copy the name.

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And the value.

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Application Forward.

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Slash.

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Jason.

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Jason.

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Now this step will be.

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It will be technical.

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But don't worry.

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I will guide you step by step.

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Just follow me.

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So click.

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Try it.

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Enter your API keys here.

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Now we need to provide a number our arrivals agent will will call from.

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There are two options.

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You can buy a phone number directly on retail AI platform.

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By simply going to the phone number section.

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Click on plus button and buy a new number.

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but there is a limitation because you can't use this number for international outbound calls.

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So the better option is to buy a number on Twilio and connect it to your agent.

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So now I'm going to show you how to do this.

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If you are new to Twilio, it's a communication platform that provides virtual phone numbers, messaging

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and voice services in over 100 countries.

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And using Twilio, you can buy a virtual phone number and make calls as if you have a local presence

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in multiple countries.

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And that's why we are using it.

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So if you are using Twilio for the first time, you will get a $15 shell credit.

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Usually it costs just $2 a month.

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So basically you have seven months for free.

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First, create an account.

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Now go to the phone numbers section.

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Which is in the left menu, then under Manage by number.

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And search for a number in your country.

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After you have bought a number, we need to connect it to our Avis agent via SIP trunking.

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So go to search bar and search for SIP.

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Click on elastic sip trunks.

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Give it a friendly name and click create.

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Now we need to configure the connection.

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And this is really important step.

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So please don't miss it.

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Otherwise it won't work.

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So under general we have to.

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Enable code transfer as I prefer and also enable PSTN transfer.

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Then under termination provide some name right here.

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Then scroll down.

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Create credentials.

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So give it some friendly name username and password.

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Then click create.

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And that's it in this intersection.

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The next one origination we're going to add the origination URL.

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So let's copy it from the retail documentation.

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I'll attach the web page as a resource for this lesson.

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So copy it.

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Add a new origination.

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Paste the URL here and click add.

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And on the numbers.

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Just add the number if button Twilio by clicking on add a number and add an existing number.

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So you can select from the list.

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Now go back to termination.

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Copy this recipe.

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Go to your retail account.

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can't.

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And other phone numbers.

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Connect to your number via SIP trunking.

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And paste it right here.

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Also need to provide the phone number you just bought and click save.

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And now we successfully connected the phone number we bought to our agent on retail I.

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The next step is to finish creating a new advanced phone call in the retail documentation.

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Playground.

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So we already have our API key.

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Now we need to provide the phone number we just bought.

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So go to your retry account.

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And copy number paste it right here.

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Now we need to provide the number we want to call.

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So I'm going to use my number.

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But just to let you know this is just to set up dynamic variables in our workflow.

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Now we need to provide our agent ID.

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So go back to retry account and let's create our agent.

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So create an agent.

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It will be single prompt agent.

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Start from blank.

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Now here you can switch to different large language models and different voices and languages.

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For now we need just ID, so copy it, go back to the playground and paste it right here.

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We don't need to change metadata.

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And now the dynamic variables are the fields we just created in our submission form.

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So you want first name.

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Email.

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And services.

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You have the number in the previous value.

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Right.

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That's it.

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Now you need to send the body.

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So we need name and value.

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Now this step will be it will be technical.

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But don't worry, I will guide you step by step.

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Just follow me.

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Go back to the documentation.

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Copy the name.

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And the value.

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Application.

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Forward slash JSON.

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Now we need to use the code that was generated and the curl, and paste it into the HTTP request node

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in the body.

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First switch body content type to row.

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And then in the body field switch over to expression.

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So copy the fragment of the code from data including curly brackets.

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And paste it right here.

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Now we don't want the values to be fixed, so we need to use dynamic variables.

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This way, every time a new user fills out the form on your website, new data such as their first name

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and phone number will be passed to our agent.

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So instead of.

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Random number, let's drag and drop.

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The actual phone number from the submission form I filled out earlier.

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Now the first name.

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Email address.

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And service.

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All right.

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Great.

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Now all these dynamic variables will be passed to our voice agent so it can personalize each call.

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It will use the prospect's phone number and first name for the greeting, and try to convince them to

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book a discovery sales call.

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And you can use all these dynamic variables in the prompt for your voice agent right here.

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I've just changed the theme to dark because it's easier on the eyes.

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If you prefer the dark theme, you can change it by going to settings and right here under your email,

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change the theme to dark.

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Now going back to our agent.

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So now, if you want our AI voice agent to perform tasks for us, like checking availability in our

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calendar, booking meetings after finding a suitable time for the customer, transferring the call to

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a human agent, or ending the call at a specific time.

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We need to enable the built in retail functions inside the agent.

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And then we can call these functions inside a our prompt so the agent knows exactly what to do.

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So retail makes it super easy by handling all the back end logic for integrating with your agent and

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create those functions.

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So you can use other calendars, but it requires a bit more, uh, setup.

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So if you are not using Calcom already, I highly recommend it.

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It's great.

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It's a great tool, and there are plenty of tutorials out there showing how to create and configure

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your calendar on the platform.

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So now we need to add some functions.

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You can do it by just clicking functions right here.

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And here you can choose the functions you want to add.

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So I already added all of the functions but you will see this empty.

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So let's just add the check calendar availability function.

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Click add.

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And we want to add this one.

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So our invoice agent will be able to check our calendar and find availability for our customer.

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So just simply click add.

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And here you have to add two things.

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API key from Calcom and event type ID.

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So now I'm going to show you how to find these details.

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So first go to calcom.

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Create an account login.

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And here you can create different type of events.

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So I have 15 minutes a meeting set up right here.

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And this is my calendar.

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So I'm going to show you how it looks like for a potential clients.

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So you can see it by clicking on this view public page.

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So this is how my calendar looks like now.

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So as you can see, I have a 15 minute slots.

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Uh, Wednesday to Friday from 8 p.m. to, uh, from 6 p.m. to 8 p.m..

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So let's go back to the event types.

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And here you can create different types of events just by clicking on this plus button.

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And here you can specify all the details like a title of the meeting duration, etc. you can also modify

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a lot more things like for example availability limits, advanced settings, recording, uh schedule

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apps, workflows, etc. I'm not going to dive into detail in this tutorial.

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You can find a lot of tutorials online.

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Now I'm going to show you how to find API keys to enable the check availability function in our voice

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agent.

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So you can find your API key by going to.

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My my settings.

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Then scroll down and under developer you will see API key section.

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And here you can add new API key.

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So let's say demo.

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Retail never expires.

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Save copy your API key.

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Then go back to your retail Voice agent.

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And paste API key right here.

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Then we need to find events type ID.

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So let's go back to Qualcomm.

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And once you create your event just click on it.

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And this is your event type ID.

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So this number just copy it and go back to retail and paste it right here.

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Hit save and that's it.

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And we need to do exactly the same thing the same process for every function.

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We want to be used by our voice agent.

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So to book appointment.

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To end the call or to transfer the call to a human.

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Just to quickly show you it looks exactly the same.

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So we need to add API key and event type.

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And here we can add the description which is optional.

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But in that case I just simply wrote when users asked to book an appointment booking on the calendar

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or check calendar availability.

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When users ask for availability, check the calendar and provide available slots.

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Now for end call.

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We don't need to provide API key and event type ID.

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So description is ends the call after saying goodbye to the user.

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So that's the trigger.

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Our keyword.

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Now.

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Transfer call.

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The description is if the users request human agent support or express frustration.

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So our agent is able to recognize to detect emotions.

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So transfer the call to a human agent immediately.

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And here we are going to provide our mobile number.

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And that's it.

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Regarding the functions.

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Now we have to call these functions in our inside our prompt.

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All right.

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So now let's create our prompt.

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I'm going to provide this prompt template the resources.

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So here we are specifying the role.

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So you are Sophia a customer support representative at adaptive AI and Automation agency that helps

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businesses leverage agents and automation.

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Your role is to follow up with leads who have submitted a service consultation request and guide them.

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And here we are providing the current date and time.

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By using this variable.

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So our voice agent to make sure that our voice agent knows what the current date and time is.

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And here we are passing all the dynamic variables we used in our submission form in Naa10.

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So delete information first name and the first name variable email and service as the objectives.

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We want this agent to verify the leads details and confirm the interest in a consultation, as is in

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scheduling and maintain a friendly, professional and engaging tone.

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Here we want the best practices during the call, so we want our agent to keep the conversation flowing.

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Naturally conversational rhythm, professionalism, etc..

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Here I added more details to guide our voice agent.

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And this is important bit because we want our voice agent to say exactly this sentence at the beginning

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of the call.

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So hi, this is Sophia from adaptive II and I'm speaking with and we are passing the dynamic variable.

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So our agent Sophia knows the first name of the user.

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So the customer who filled out the form.

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Then we want to wait for Users input.

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So for the user's response, then the second question, second sentence is great.

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I'm reaching out because you recently showed interest in our AI automation solutions.

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Is now a good time for a quick chat?

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And again, we want to wait for the user's reply for the user's response.

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So this is basically the conversational flow.

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So we decide exactly what our agent is supposed to say during the call.

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Here we want our voice agent to.

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Recognize if the user agrees say what time works best for you.

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Otherwise, say if the user is not interested, say okay, no problem.

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Thank you for your time.

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Goodbye.

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And here we are calling the end call function to end the call.

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And actually, we can save a lot of tokens and and a lot of money.

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Because if the user is not interested at all.

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Does it make sense to continue the conversation?

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So when the user wants to book an appointment and gives you the day and time they are available.

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Our voice agent will use check calendar availability function before booking.

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So it's going to look through our calendar and check the nearest available slots.

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And then.

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When they agree on the time slot.

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Our agent will use the function to book appointment.

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To book an appointment on the on the calendar.

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So if the user requests human agent support or express frustration, we call our last function tool.

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Our function.

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So transfer call.

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We are requiring from our voice agent to transfer the call immediately.

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And at the end we publicly.

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And at the end, we politely thank the user for their time and mention that we won't keep them any longer.

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And we want to close the conversation with goodbye and use the end call to to terminate the call.

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And this is the welcome message.

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So.

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We can choose between I initiates the conversation.

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We've defined the Message.

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So in the in that case we want to use.

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Hello, this is Sofia I'm speaking with and I'm speaking with.

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And the first name of the customer.

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But you can easily change to.

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Trigger our voice agent when the user initiates the conversation.

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Or pass some dynamic begin message.

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Here you can find more awesome features such as knowledge base.

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So basically you can add a knowledge base to give your agent context, such as information about the

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company or about services you offer or your client offer by simply clicking on this add button.

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And here you can choose the knowledge base.

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So if you want to add a knowledge base into your retail account, just go to The main dashboard and

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under agent you can see the knowledge base section.

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And here you can add the new document.

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Document.

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Enter a name.

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And here you can even provide the URL of the order of the website.

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Upload files or articles manually by typing a text.

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And then in your voice agent settings you can choose which knowledge base you want to use.

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So it should pop up here.

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You can also modify speech settings such as responsiveness.

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Interruption sensitivity, etc. but I'm not going to go into detail in this tutorial.

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This feature is really useful because you can enable Post-call analysis.

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So basically you can define the information from the conversation that you need to extract from the

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call, and ask LM to provide you a summary of the call.

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And based on that, you can improve your prompt to gather specific details from the customer.

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If you want to know more about all these features and you are interested in implementing them in your

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agents, you can check retail AI documentation and blog.

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You can find plenty of useful tips and information how to use those things.

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Here you can switch between different large language models, as you can see.

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In that case, I'm using GPT four, but you can switch to cheaper models such as GPT four or mini,

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which is less accurate and can hallucinate sometimes.

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You can also use cloud models.

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Here you can change the voice.

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You have plenty of 11 laps voices to choose from.

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So you can test them out and and decide which one you like.

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You can also.

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Choose a specific accent like American or British.

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Gender.

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You can add your custom voice.

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By clicking your voice.

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Here you can use OpenAI's voices.

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I personally like voices from Bell Labs.

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I have cloned my own voice.

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Here you can see the cost per minute by using a specific large language model and the latency.

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Okay, that's it for this tutorial.

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I hope it was helpful.

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Thank you for listening and see you next time.
