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Your AI Voice Agent handles phone calls with natural, human-like conversation. This guide covers setup, customization, and optimization.

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Setting Up Your Voice Agent

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Initial Configuration

1

Access Agent Settings

Go to AI Agents > Agent Settings
2

Choose a Voice

Select from available voices. Consider:
  • Gender preference
  • Accent/dialect
  • Tone (professional, friendly, etc.)
Listen to voice samples before choosing. Pick a voice that matches your brand.
3

Set Personality

Adjust how your agent communicates:
  • Professional - Formal, business-focused
  • Friendly - Warm, conversational
  • Balanced - Mix of professional and approachable
4

Write Your Greeting

Customize what the agent says when answering:“Hi, thanks for calling [Your Name] Real Estate! I’m the virtual assistant. How can I help you today?”
5

Save Settings

Click Save to activate your configuration

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Connect Your Calendar

For the agent to book appointments:
  1. Go to Settings > Connected Accounts
  2. Click Connect Calendar
  3. Choose Google Calendar or Outlook
  4. Grant access permissions
  5. Select which calendar to use for appointments

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Set Availability

Define when appointments can be scheduled:
  1. Go to AI Agents > Availability
  2. Set your working hours for each day
  3. Block out times for meetings, family, etc.
  4. Set buffer time between appointments
  5. Save your availability

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Customizing Conversations

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Qualification Questions

Configure what information your agent collects: Default questions include:
  • What type of property are you looking for?
  • What’s your timeline for buying/selling?
  • What areas are you interested in?
  • Do you have a budget range in mind?
  • Are you pre-approved for a mortgage?
To customize:
  1. Go to AI Agents > Conversation Settings
  2. Edit existing questions or add new ones
  3. Set which questions are required
  4. Arrange the order of questions
  5. Save changes

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Custom Responses

Train your agent to handle specific scenarios:
Add FAQs about your current listings so the agent can answer accurately.
Provide responses to common concerns like “I’m just looking” or “I already have an agent.”
Add information about your market that the agent can share with callers.
Describe your working style so the agent can set expectations.

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Call Routing Rules

Control when calls are handled by the agent vs. transferred to you:
ScenarioDefault BehaviorCustomizable
During business hoursAgent answers firstYes
After hoursAgent handles fullyYes
Hot lead detectedTransfer to youYes
Existing client callsTransfer to youYes
Spam/wrong numberAgent handlesYes

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Testing Your Agent

Before going live, test your configuration:
  1. Call your PULSE phone number
  2. Go through a complete conversation
  3. Try different scenarios (buyer, seller, just curious)
  4. Check that appointments book correctly
  5. Verify activities log to CRM
Have a friend or colleague call as a mystery shopper. Their feedback from an outside perspective is valuable.

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Role Play Training

Use the Role Play feature to practice your sales skills with AI coaching.

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Starting a Session

1

Open Role Play

Go to AI Agents > Role Play Training
2

Choose a Scenario

Select the type of conversation to practice:
  • Listing presentation
  • Buyer consultation
  • Objection handling
  • Negotiation
  • Cold calling
3

Set Difficulty

Choose how challenging the AI should be:
  • Easy - Cooperative, minimal objections
  • Medium - Some pushback, realistic concerns
  • Hard - Tough objections, price-focused
4

Start Practice

Click Start Session and begin the conversation

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During the Session

The AI plays the role of a client or prospect. Practice your:
  • Opening and rapport building
  • Asking discovery questions
  • Presenting value
  • Handling objections
  • Closing techniques

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After the Session

Get feedback on your performance:
  • Transcript review - See exactly what was said
  • Coaching notes - AI suggestions for improvement
  • Key moments - Highlights of what went well or could improve
  • Score - Overall performance rating

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Tracking Progress

View your training history:
  1. Go to AI Agents > Role Play Training > History
  2. See all past sessions
  3. Track improvement over time
  4. Identify areas that need more practice

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Voice Agent Analytics

Monitor your agent’s performance:

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Call Metrics

  • Total calls handled
  • Average call duration
  • Calls converted to appointments
  • Calls transferred to you

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Quality Metrics

  • Caller satisfaction
  • Successful qualification rate
  • Appointment show rate
  • Lead quality scores
Access analytics at AI Agents > Analytics.

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Troubleshooting

Check that:
  • Your PULSE phone number is active
  • Agent is enabled in settings
  • Business hours are configured correctly
Verify your calendar connection in Settings > Connected Accounts. Try disconnecting and reconnecting.
Review your custom scripts. Short, conversational sentences work better than long, formal ones.
Check that the caller’s phone number matches a contact, or that auto-create contact is enabled.