A.I. Voice Calls🎙️✨

Absolutely — here’s your A.I. Voice OS System: Micro-Step Setup Checklist with all source articles linked directly in the steps for easy access and clear implementation inside your OS dashboard.

✅ A.I. Voice OS System: Micro-Step Setup Checklist

📌 Objective:
Launch an AI voice assistant that handles outbound and inbound calls, qualifies leads, books appointments, and follows up—without manual effort.

🧱 SECTION 1: Set Up Your Voice OS Account

(🔗 Voice OS Account Setup Guide)
  • Request Voice OS access via the OS support chat (Platinum account required).
  • Click Connect to integrate with your OS account (use Incognito if issues occur).
  • Click Upgrade, then Subscribe to unlock calling (you won’t be charged until usage).
  • Complete the checkout process to activate your Voice OS dashboard.

🎛️ SECTION 2: Configure Your AI Assistant

(🔗 Voice OS Configuration Tab Overview)
  • Name your assistant and select a voice model (e.g., GPT-4o).
  • Add a profile image and set your assistant’s language.
  • Customize tone, patience level, and voice style.
  • Add industry-specific terms in the Custom Vocabulary section.
  • Set call behavior rules like idle timeout and initial pause.
  • Connect a knowledge base to give your assistant accurate answers.

✍️ SECTION 3: Craft Effective Voice Prompts

(🔗 Voice OS Basic Prompting)
  • Start with the base prompt provided by OS.
  • Use the Prompt Co-Pilot to generate your first version.
  • Define:
    • Company background
    • Who the agent is (name, tone, purpose)
    • Goals of each call or lead interaction
  • Include example questions and answers if needed.

📞 SECTION 4: Automate Voice Calls

(🔗 A.I. Voice Calls Automation)
  • Go to Automations > Launch Pack > 3 | Scaling Pack.
  • Select Step 12 | A.I. Voice Outbound & Inbound Calls.
  • Set outbound triggers: e.g., tag applied → call initiates.
  • Voice OS assigns a unique number for inbound calls.
  • Add branches for outbound and inbound flows with filters based on call type.
  • Use the Webhook to record and route call data into OS.

🔁 SECTION 5: Enable Human Call Transfers (Optional)

(🔗 Voice OS Human Call Transfer)
  • Set trigger rules (e.g., “Talk to a human”).
  • Enter the fallback number, call timeouts, and backup messages.
  • Customize hold music and pre-transfer messages.
  • Use voicemail detection and warm transfer setup for premium experience.

🧪 SECTION 6: Test Voice Assistant Responses

(🔗 Voice OS: Testing Your Assistant)
  • Run a Test Call from the Assistant settings tab.
  • Choose a contact and simulate a live call scenario.
  • Use the Chat Simulation Tool to test responses in a typed format.
  • Refine prompts and flow logic based on test outcomes.

🧠 Voice OS Outputs

Once fully configured, you’ll have:
  • ✅ A voice-enabled AI agent making and taking calls.
  • ✅ Custom prompts tailored to your brand and tone.
  • ✅ Trigger-based automations connected to tags and pipelines.
  • ✅ Option to route hot leads to real humans.
  • ✅ Voice conversations that update your CRM in real-time.
Would you like me to help install this inside your OS platform, or walk through each section together one step at a time?