Create Your First AI Voice Agent

Automate with AI7 min readUpdated 2026-03-14

An AI Voice Agent answers and makes calls on your behalf — handling FAQs, scheduling appointments, qualifying leads, and transferring calls to your team when needed. This guide walks you through creating one from scratch.

Available on: All plans (add-on). Free trial includes 30 minutes.


Three Ways to Create an Agent

MethodWhat it doesBest for
Build from scratchYou configure every setting manuallyFull control over behavior and call flow
Use a templateStart with a pre-built agent for your industryFast setup for common use cases
Build with AIDescribe what you need in plain language and the system generates the configurationFirst-time setup when you are not sure where to start

All three methods produce the same agent — you can edit everything after creation regardless of how you started.


Option 1: Build from Scratch

Step 1 — Open the AI Voice Agent dashboard

Go to Dashboard > AI Voice Agent and click Create Agent.

Step 2 — Set the basics

  1. Agent name — give the agent an internal name your team will recognize (e.g., "Main Line Receptionist" or "After-Hours Support").
  2. Phone number — assign a JustCall number to the agent. The agent cannot activate without a number. You can use an existing number or add a new one.

Step 3 — Configure behavior

Under the Behavior tab:

  1. Agent Role — describe what the agent does. Example: "You are a receptionist for Acme Dental. Answer patient questions about office hours, insurance, and appointment availability. Transfer urgent calls to a live receptionist."
  2. Agent Personality — set the communication tone. Example: "Warm, professional, and concise. Avoid medical advice."
  3. Conversation Style Guidelines — control response length and pacing. Shorter responses feel more natural on the phone.
  4. Additional System Prompt — add rules and constraints the agent must follow (e.g., "Never quote prices. Always offer to transfer to billing.").

Step 4 — Set up the call flow

Under the Call Flow tab:

  1. Greeting mode — choose how the agent starts the conversation:
    • Agent speaks first (with a configurable pause before speaking)
    • Dynamic greeting generated from a script
    • Agent waits for the caller to speak first
  2. Pause Before Speaking — adjust the delay before the agent begins talking.
  3. Silence Before Responding — set how long the agent waits to confirm the caller has finished speaking.

Tip: Use the Generate with AI button to auto-create a structured call flow based on your agent role description.

Step 5 — Choose a voice

Under the Voice tab:

  1. Select from built-in voices across 14 languages.
  2. Or create a custom voice:
    • Upload an MP3 recording (max 5 MB)
    • Record a voice sample in your browser
    • Browse the ElevenLabs community voice library
  3. Adjust speed (slow to fast), expressiveness (calm to emotional), and volume (low to high).

Custom voice availability depends on your plan: Trial = 1 voice, Agent Max = up to 5 voices. Not available on Pay-As-You-Go or Agent Lite.

Step 6 — Add a knowledge base

The knowledge base gives your agent the information it needs to answer questions accurately.

Go to Knowledge Base and add content in any combination:

Source typeLimit
Web page URLsUp to 500
Plain textUp to 40,000 characters
Q&A pairsUp to 500 (manual entry or CSV/Excel upload, max 25 MB)
FilesUp to 10 files, 5 MB each (PDF, DOCX, PPT, XLS, PNG, and 30+ formats)

Web page content auto-refreshes every 24 hours when the toggle is enabled.

Knowledge base limits by plan: Trial = 1 KB, PAYG = 0 KBs, Agent Lite = 1 KB, Agent Max = 5 KBs.

Step 7 — Configure actions

Under the Actions tab, set what the agent can do during and after calls:

During a call:

  • Transfer calls (cold or warm) to a live agent or team
  • Schedule appointments via Google Calendar or Outlook
  • Send SMS with dynamic variables (caller name, reason, appointment details)
  • Execute custom API actions (trigger your own systems in real time)
  • Navigate IVR menus on outbound calls

After a call:

  • Send automated follow-up SMS
  • Collect structured data from the conversation (text, numbers, boolean values)
  • Assign a disposition code
  • Log transcript, summary, and custom fields to your CRM

Actions within each call stage execute in sequence — order them based on dependencies.

Step 8 — Configure advanced settings

Under the Advanced Settings tab:

  • Responsiveness — Low (deliberate pauses) to High (conversational tempo)
  • Interruption Sensitivity — how the agent reacts when the caller talks over it
  • Background Sound — add ambient audio (coffee shop, call center, outdoor) for a more natural feel
  • Voicemail Detection — detect answering machines and either hang up or leave a message
  • End Call on Silence — auto-terminate after a configurable period of no audio
  • Maximum Call Duration — set a hard time limit

Step 9 — Enable and test

Toggle the agent status to Enabled. Call the assigned number to test the experience. Review the transcript in JustCall AI to verify the agent responded correctly and referenced the right knowledge base content.


Option 2: Use a Template

Go to Dashboard > AI Voice Agent > Create Agent > From Template.

Pre-built templates are available for:

IndustryUse cases
EducationStudent onboarding
EnergyCustomer support
FinanceLead qualification
HealthcareAppointment scheduling
Real EstateLead qualification, 24/7 support
Software & TechnologyReceptionist, customer support

Select a template, customize the role description, knowledge base, and voice to match your business, then enable.


Option 3: Build with AI

Go to Dashboard > AI Voice Agent > Create Agent > Build with AI.

Describe what you need in natural language — type it or use voice dictation. The system generates:

  • Agent scripts and behavior configuration
  • Suggested actions (during and after call)
  • Knowledge base Q&A suggestions
  • Custom flow logic

Review the generated configuration, edit anything that does not fit, and enable.


After Creating Your Agent

  • Review transcripts in JustCall AI. Use the View Sources button on AI responses to see which knowledge base content the agent referenced.
  • Check analytics in Dashboard > AI Voice Agent > Analytics. Track total calls, AI resolution rate, human handover rate, and average call duration.
  • Log calls to your CRM — enable CRM integration to automatically log AI Voice Agent calls. Supported CRMs: HubSpot, Pipedrive, Salesforce, ActiveCampaign, Zendesk, Copper, HelpScout, Keap, Slack.

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